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Relative to Airbus, Boeing was long accountants but short engineers
1 month ago
A qualitative approach can help investors spot boards that are too focused on short-term returns -
"The loan market is the septic tank for sub-single B LBO financing"
2 years ago
Portfolios of single name IG CDS are less complex and more liquid than CLOs -
Tourists have turned high yield into a sketchier neighbourhood… IG credit could be the answer
4 years ago
Using CDS to exploit roll-down in IG credit can generate good returns even in a low-rate environment
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