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Credit markets have become more stable and behave differently – KKR’s Eddie O’Neill
25 days ago
PODCAST: The co-head of global liquid credit at KKR sees opportunities and reasons for optimism after the recent market upheaval, especially in Europe and Asia in the latest "Credit Exchange with Lisa Lee" podcast -
Making the grade: CLO managers move into IG bonds
2 years ago
CLO managers have been using the incredible volatility in credit markets this year to add an unfamiliar asset to their portfolios – investment grade bonds -
CLO spreads are not pricing in recession: JP Morgan
2 years ago
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 -
CLO top stack offers best value versus corp debt after junior tranche rally: Barclays
3 years ago
Having lagged in the recent market recovery, CLO triple A paper looks attractive versus corporate investment grade and the CDX IG credit derivatives index -
Long duration high yield will overcome short-term rates carnage, says BofA
3 years ago
Bonds with inflation-protected real yield, longer duration, and especially those in the utilities sector are among the most compelling trades amid a phase of ‘policy paranoia’, according to Bank of America credit strategists -
It's all relative: Euro CLO mezz rallies to follow month-long IG/HY compression
4 years ago
European credit suffered this week with Brexit talks between the UK and the EU dragging on and both sides conceding that a trade deal is unlikely to be reached by Sunday’s deadline. But European CLO tranches have held up reasonably well with mezzanine spreads tightening by almost 13% in December -
Europe leads corporate credit rally, but US outperforms in CLOs
4 years ago
iTraxx Crossover has been the CDS market's outperformer this week, tightening over 30 basis points, or 11.4%, to trade at 235bp today. But in the CLO market, US deals have come out on top thanks to a BlackRock CLO that priced its double Bs at some of the tightest levels this year -
European CLO double Bs jump wider amid October macro worries - but seniors stand firm
4 years ago
The fortunes of investment grade and high yielding European CLO tranches have gone in opposite directions in the last month. In a year where relative value has shifted several times, Creditflux analysis shows that new issue European CLO double Bs have blown out by 16.5% in October versus September, while triple A-rated notes have tightened 6.7% in that time
8 results found Showing page 1 of 1
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