Ukraine and Russia volatility steps up amid political trial and conflict fears
Ukrainian and Russian spreads are among the market's biggest movers at the start of the week, as developing tensions between the two countries ramp up another notch and former Ukrainian president Petro Poroshenko has arrived in Kyiv to face treason charges

Credit funds at a glance (January 2022)
A round up of fundraising and people moves in credit

Determinations Committee agrees to rule on first credit event question in 10 months
Credit event triggers are back on the market's list of discussion points for the first time since February, with the Determinations Committee having agreed to rule on an Asian failure to pay question

Reality check for credit as omicron research timeline extends
Another dose of harsh reality has sunk into financial markets on Tuesday, as investors continue to reappraise the impact of tightening travel restrictions and the timeline for pharmaceutical work to address the omicron covid-19 variant

Traders hunt for Monday bargains in Black Friday debris
The turmoil of Black Friday has given way to a counter-wise move on Monday, with financial markets latching onto scraps of hope over the weekend following the panic of a newly discovered covid-19 variant

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

Energy crunch grows as differentiator for EM and western credit
Surging energy prices are adding to the inflationary picture in global economies and point to a mounting crisis that could bring sharply divergent performance for different parts of the credit market

Credit Rendezvous: Credit spins full circle
The third quarter was massive in terms of volumes with CLOs, high yield, leverage loans and private equity registering record issuance. But credit spreads were up and down as inflation fears, crackdowns in China and rising coronavirus cases became catalysts for risk-off sentiment in July and September

"Categorically shafting lenders to Chinese companies will drive out even the diehards"
The Evergrande saga shows that credit investors need to watch for dangers that are not clearly signposted

"I’m passionate about broader representation within investment teams"
CIP's Leila Donnachy takes our credit quiz 

Investors shrug at new Evergrande bond deadline a week on from roll havoc
Chinese real estate giant Evergrande looks unlikely to meet a $45 million bond payment due on Wednesday despite reports it plans to sell a $1.5 billion commercial bank stake. But credit markets are showing very little reaction despite initial default concerns having up-ended CDS index rolls only last week

Chinese power crunch brings off day for credit as investor optimism dims
Concerns about a China slowdown, Germany's election result, rate hikes and the US government's inability to lift its debt ceiling have contributed to a sharp move wider in credit, as investors attempt to digest a variety of big unknowns

Credit funds at a glance (September 2021)
A round up of fundraising and people moves in credit

Taliban takeover likely to have long-term credit impact
Afghanistan’s takeover by the Taliban has barely caused a ripple in credit even regionally, but the power shift has wide-reaching implications that investors have yet to take onboard, say frontier market specialists

Reversal brings Chinese outperformance in credit
Credit market improvement hit an impasse in most jurisdictions during August, with range-trading in Europe, the US and much of emerging markets. But Asian credit, and Chinese markets in particular, enjoyed a strong run.

Chinese credit makes gains as Europe and US slump on Fed taper fears
Chinese credit spreads on Thursday depicted an island of optimism as global credit and stocks - including its own - slumped against a mounting confluence of concerns

China teaches tough lessons to foreign investors
China’s regulatory crackdown on some of its fastest-growing industries created shockwaves that have reverberated widely, dragging on US and European credit at the end of July.

Credit hedge funds (August 2021)
Credit hedge fund returns

"China can act how it wants and when it wants in curbing the ambitions of tech firms… but sell offs tend to be opportunities for new buyer
China's latest moves to rein in private enterprise with new rules for education providers have certainly intensified the regulation risk landscape - but Welshcake asks whether this forthrightness could be instructive

Credit hedge funds (July 2021)
Credit hedge fund returns

Credit hedge funds (June 2021)
Credit hedge fund returns

Commodity inflation sends Asia spreads back to wides
Asian credit and stocks added to a rough few days with further sell offs on Thursday, outpacing deterioration in other regions

CLO fund comes top by distance in middling month for credit
A CIS Asset Management fund, which invests mainly in US CLO equity, was the star performer in March after gaining 7.36% in the month

Credit hedge funds (May 2021)
Credit hedge fund returns