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- High yield bonds (4)
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Relative to Airbus, Boeing was long accountants but short engineers
5 days ago
A qualitative approach can help investors spot boards that are too focused on short-term returns -
"Dispersion should manifest in potential fallen angel credits that are likely to proliferate"
1 year ago
IG and crossover names present a compelling alternative to shorting HY credit -
"Value persists in IG, but higher interest rates are a threat. Opening the synthetic toolbox can help"
1 year ago
Fiscal and monetary policy are pulling in opposite directions, but value in IG can be accessed via CDS and CSOs -
"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 -
"If omicron paradoxically lowers the temperature of the market, that may be no bad thing"
2 years ago
The global economy is well protected against omicron — and a mild infection may be beneficial -
"Low inflation was in part responsible for fostering a transfer of returns from creditors to shareholders"
2 years ago
We are conditioned to fear inflation risk. But it brings plenty of positives -
Gaining exposure to US IG credit through the index means giving up about 10% of potential value
3 years ago
A bespoke portfolio of IG credits can take advantage of the skew between indices and single names -
Wirecard shows that in an era of ESG analysis, governance still gets relatively short shrift
3 years ago
Wirecard’s spectacular collapse raises questions for auditors, regulators and agencies -
Analysts have interpreted the IG credit risk premium in various ways — but the point is to harvest it
4 years ago
Selling CDS protection could be the most effective way of capturing excess premiums in investment grade credit -
If national income were a four-cylinder engine, the US economy is really only firing on one
4 years ago
The US economy’s reliance on consumers increases the likelihood of further rate cuts and diminishing returns for credit investors -
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
11 results found Showing page 1 of 1
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