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  • Credit investors find bright spots in gloomy outlook: Credit Rendezvous Q4 2022
    Clouds are looming over financial markets as the fourth quarter begins — so investors are moving away from diversified approaches in favour of tailored investments and relative value plays

    1 year ago

  • "Kwasi Kwarteng’s ‘mini budget’ will be remembered like a forklift truck disaster video"
    Welshcake sees the funny side as bunga bunga returns

    1 year ago

  • CLO spreads are not pricing in recession: JP Morgan
    CLOs are priced fairly for a growth slowdown but not a recession, according to JP Morgan credit strategists, who warn spreads are at risk if US growth contracts

    1 year ago

  • Credit Rendezvous: Pass masters
    Most often, a credit market downturn has its roots mired in one big, blatant obstacle that credit managers have to focus their attention to overcome. But right now, it’s not the dominant risk factor that has to be defeated, it’s the sheer number of them...

    1 year ago

  • Loans will be winners in bearish year for credit: BNP Paribas
    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

    2 years ago

  • Citadel promotes credit head to co-CIO
    Citadel has promoted its global credit head to co-chief investment officer

    2 years ago

  • Citi's former correlation trading star takes on new risk head role
    Citi's former head of credit correlation trading has taken on a new role in the bank, becoming head of in-business market risk for global markets

    2 years ago

  • Refi deluge casts shadow on b-wics

    Refis and resets are cutting CLO lifespans short, which means there is less need to sell in the secondary market. Still, there are relative value opportunities in IG bonds and equity tranches

    2 years ago

  • Credit Rendezvous: And breathe...
    The unanimous verdict is that credit spreads will be moving wider – they have to. But the difficulty credit fund managers face is predicting when the next sell-off comes and how sharp it will be. In the Q3 instalment of Creditflux’s Credit Rendezvous, the over-riding message from portfolio managers is that there’s little point in taking on too much risk. The report features the views of prominent credit figures including Paul Horvath (Orchard), Himani Trivedi (Nuveen), Ronnie Jaber (Onex), Graham Rainbow (Alcentra) and Michelle Russell-Dowe (Schroders). The report looks at 14 segments of the market including CLOs, direct lending, leveraged loans, distressed debt and credit derivatives.  

    2 years ago

9 results found Showing page 1 of 1

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