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We’ll get through this awkward patch
3 years ago
Wide liabilities have made pricing CLOs trickier in the past few months. But speakers at Creditflux’s CLO Symposium were optimistic that the arbitrage is OK — so long as you can place those triple As -
"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. -
The Creditflux CLO Symposium was back as an in-person event for the first time in two years and participants were delighted to socialise and bask in an amazing year for the credit industry4 years ago
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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 -
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 -
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 -
‘Buying the dip’ is going to be a poor investment strategy when the next downturn comes
6 years ago
The next credit downturn will be shallower but more prolonged than the last, so what works will be different, too -
If national income were a four-cylinder engine, the US economy is really only firing on one
6 years ago
The US economy’s reliance on consumers increases the likelihood of further rate cuts and diminishing returns for credit investors -
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
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