Refine Search
Article Categories
Strategy Tags
- Direct lending (4)
- Emerging markets (1)
- High yield bonds (21)
- Investment grade credit (6)
- Structured credit (10)
- CLO (34)
- Distressed debt (3)
- Leveraged loans (remove)
- Private credit (1)
- Synthetic/SRT (9)
- ABL Financing (2)
Geography Tags
-
Leveraged loan spreads to widen to March levels, warn UBS strategists
5 years ago
US leveraged loan spreads could widen back to March levels of 825 basis points as default risk increases, according to strategists at UBS. -
CLO managers favour tech, cable and healthcare as loan downgrade fears dominate, finds JP Morgan
5 years ago
Picking safe sectors to buy in the coronavirus crisis is a tough call, but CLO managers variously favour technology, cable/satellite and healthcare, according to a JP Morgan survey. There is much more consensus on dumping autos, energy, gaming/lodging/leisure and retail -
30% of CLOs will breach their 7.5% triple C buckets, says BofA
5 years ago
The number of CLOs tripping their 7.5% buckets for loans rated triple C is set to soar from 8% to around 30%, according to the latest research from Bank of America -
Fed cut triggers Libor floors on third of US loans
5 years ago
Roughly a third of US loans effectively became fixed rate investments this week as Libor edged below 1% for the first time since January 2017 -
European CLO managers with big bond buckets do best, finds Bank of America
5 years ago
European CLO managers that trade in the secondary market and hold a higher percentage of fixed rate assets are likely to outperform their peers, Bank of America finds in latest research -
36% of US loans could be repriced amid rally, finds Nomura
Nomura calculates that about 36% of loans are eligible for a repricing. It bases this on the number of loans that are immediately callable, have near-term call risk or are a potential call risk if the loan market continues to rally
5 years ago -
Investors increasingly see ESG as fiduciary duty, State Street survey reveals
5 years ago
North American investors are most likely to view ESG as a fiduciary duty, while European investors are driven by regulation, performance and reputational risk, according to results from a survey conducted by State Street Global Advisors -
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 -
CLO issuance will temper as market remains in 'exploratory mode', notes BAML research
6 years ago
Following a bout of volatility in the loan market, CLO issuance will be tempered as debt and equity investors rediscover correct pricing levels, according to a new research paper published this week by Bank of America Merrill Lynch -
CLOs dodged recent loan defaults, according to Wells Fargo
8 years ago
CLO exposure to three recent US loan defaults has been minimal, according to Wells Fargo research -
Heading tighter into uncertainty
8 years ago
Tightening loan spreads are making the job of a CLO manager harder in both the US and Europe. But credit volatility could be on the horizon
Want all the latest news, comment, analysis and data?
