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Jamie Dimon’s JPMorgan is angling to be a major private credit lender. But it may come back to bite
JPMorgan bankers must be revelling in the street after the firm massively upsized its direct lending arsenal. But history suggests it may prove wise to be cautious3 months ago -
CLO manager M&A driven by search for talent and scale
3 months ago
Irradiant’s star investor Maji set to depart as firm is acquired -
Credit bull run falters as central bank glow abates
3 years ago
Thoughts that the credit market had taken a positive directional shift are turning, after Tuesday’s session has brought a sizeable retracement wider, but credit strategists predict an overall firming of tone into the end of the year off the back of dovish central bank meetings -
Hedge against coronavirus, says JP Morgan, naming 40 most exposed credits
5 years ago
With novel coronavirus cases rising at what looks to be an exponential rate, JP Morgan strategists have proposed a high yield hedge to address the rising threat to European credit spreads and listed 40 borrowers they think are most exposed to impact -
Norinchukin's CLO portfolio decreases for first time in years
5 years ago
Japanese CLO heavyweight Norinchukin posted its financial statements yesterday, where it reported a 1.42% drop from its statements at the end of the second quarter -
CLO supply set for double-digit drop in 2020, says JP Morgan
5 years ago
US CLO supply in 2020 will be as much as 20% down on 2019, while European issuance will fall 13% year-on-year, predict JP Morgan strategists in a research note. Even so, new CLOs should still outpace existing deal paydowns, as well as high yield primary market net new issuance -
Reality bites after credit traders abandon Brexit hedges
5 years ago
Rediscovered faith in the ability of the UK and European Union to reach an agreement before the 31 October Brexit deadline has helped fuel a surge tighter of credit spreads, led by UK financial names. But that break with caution faces an immediate reality check today, following admissions a lot more work is needed -
Buy iTraxx Europe equity tranche risk but sell Crossover mezz, says JP Morgan
5 years ago
Investors should stick with ‘search for yield’ ideas in investment grade credit, say JP Morgan credit strategists, including selling iTraxx Europe 0-3% equity tranches delta hedged, going long the 10-year Europe index, and selling credit volatility through index options while buying equity market volatility -
BlackRock unveils ESG-focused emerging market debt suite
6 years ago
BlackRock has launched a series of emerging market debt funds that will have an environmental,social and governance (ESG) focus
9 results found Showing page 1 of 1
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