Search results
10 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Emerging markets (1)
- High yield bonds (remove)
- Investment grade credit (5)
- Structured credit (1)
- CLO (2)
- Leveraged loans (remove)
- Synthetic/SRT (7)
Geography Tags
-
IACPM survey finds credit PMs still gloomy, but less so than last quarter
2 months ago
Respondents to the latest IACPM Credit Outlook Survey are still negative about future credit conditions, but less so than in previous surveys -
Credit PMs remain gloomy in latest IACPM survey
5 months ago
Survey participants in the latest IACPM Credit Outlook Survey believe the euphoria seen in global financial markets during the last few months of 2023 was overdone -
UBS says modelling suggests upcoming recession won’t bite
1 year ago
Likely global recession scenarios look mild according to strategists at UBS, who have run four models. -
Euro loans with FX hedging offer better value than US: Barclays
1 year ago
The big underperformance of European loans in June has left them looking cheap versus those in the US – but FX hedging and a nuanced selection process are advisable for investors looking to take advantage of that -
High yield / loan slowdown affects year-end projections and pricing: Barclays
2 years ago
A sharp decline in primary market activity means expectations for high yield bond and even leveraged loan issuance need to be lowered, say Barclays credit strategists. And that in turn has implications for relative value -
Loans will be winners in bearish year for credit: BNP Paribas
2 years ago
Floating rate loans are best positioned for a year of widening credit spreads, but high yield bonds will outperform investment grade and EM credit is set for losses, says BNP Paribas in its 2022 outlook -
There's still time to pick up pennies in credit before steamroller arrives: BNP Paribas
2 years ago
Declining dealer inventories, rising fund cash balances, and a greater prevalence of hedging have added up to produce a credit market that is positioned too short, according to BNP Paribas strategists -
Lingering covid vies with inflation as top credit threat, finds BofA
2 years ago
Covid-19 lingering is catching up with inflation as credit investors' number one worry, Bank of America's August survey has found. The picture for central bank purchases is bullish, but strategists see industrial and bank senior bonds as shorts for contrarians over the summer -
Governance has greatest impact on short-term changes in company valuation out of ESG factors, finds MSCI
3 years ago
Governance has more impact than environmental and social factors on company financial fundamentals and stock price in the short term, but ‘E’ and ‘S’ play their part over the long term, according to analysis from MSCI -
Investors increasingly see ESG as fiduciary duty, State Street survey reveals
4 years ago
North American investors are most likely to view ESG as a fiduciary duty, while European investors are driven by regulation, performance and reputational risk, according to results from a survey conducted by State Street Global Advisors
10 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?