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- High yield bonds (9)
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"It’ll take something special to drag my attention away from Depp/Heard, but Jerome Powell could just do it"
3 years ago
It’s not easy letting go of the past, but May heralds the start of something new in credit -
Points up front: "It’s all me, me, me"
3 years ago
A study last month by the University of Marburg found that narcissistic fund managers are up to 34% more likely to deviate from their advertised investment style, and they tend to underperform non-narcissists. -
"If omicron paradoxically lowers the temperature of the market, that may be no bad thing"
4 years ago
The global economy is well protected against omicron — and a mild infection may be beneficial -
"In the afternoon I awoke from a pile of willow leaves to discover we had created a Welsh ether-based token"
4 years ago
A localised crypto-currency boom and bust cycle teaches Welshcake (again) that everything becomes correlated in a downturn -
"Watch the IG credit curve — we may see steepening of IG 5s10s and flattening of 10s30s"
4 years ago
Stimulus measures are supporting short tenors, and pension demand for 30-year paper is strong, so 10-year IG credit may have few buyers -
There will surely be jewels in the high yield dung heap, but the risk-reward is more compelling in IG
5 years ago
Whatever the long-term effects of the pandemic, one thing stays the same: IG looks attractive -
Where are the gloating I-told-you-so columnists who claimed CLOs would bring global destruction?
5 years ago
We have seen a measured response to the coronavirus crisis: fund managers aren’t collapsing and investors are not shunning CLOs -
Miscast as the villains of the 2008 crisis, CDS may prove to be the heroes of 2020
5 years ago
Credit default swaps provide investors with valuable signals on the depth of the coronavirus crisis -
Investors need to ask: can my asset manager survive the crisis?
Mergers, declines in assets and changes in risk profile can signal that an investment manager is not as healthy as it was5 years ago -
2020 will be about relative value, watching for idiosyncratic risk and a good deal of running away
6 years ago
Investors must embrace change — it’s time for structured credit investors to look beyond vanilla CLOs -
You need a balanced portfolio that’s ready for calculated risk taking — so consider a barbell approach
6 years ago
Investors can’t afford to be too conservative as they prepare for the end of the cycle -
It's imperative to remain in liquid assets and this makes CDS indices attractive
Mohammed Kazmi of Union Bancaire Privée takes our credit quiz
6 years ago -
Don’t get too comfortable. The truth is there are hundreds of things that could be catalysts for a sell-off
6 years ago
Just because there’s no obvious sign of a sell-off, doesn’t mean it’s not going to happen. Often, market moves defy logic -
Tourists have turned high yield into a sketchier neighbourhood… IG credit could be the answer
6 years ago
Using CDS to exploit roll-down in IG credit can generate good returns even in a low-rate environment
14 results found Showing page 1 of 1
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