Bank Credit Strategy: Asia HY – Buy Low Duration
Duration may become the next deadly element for bond investors to consider, once the credit spread carnage subsides. Get the credit portfolio...
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Bank Credit Weekly: Cash Grab
Investors were hoarding cash like toilet paper during certain points of the week in the coronavirus induced panic. With 30-year Treasury bonds...
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Asian Bank HY Credit Weekly: Crisis of Confidence
A crisis of confidence in leadership led $US liquidity to collapse during the week, resulting in the largest drop in US stock markets since the...
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Asian Bank HY Credit Weekly: Opportunity Creation
Coronavirus concerns continue to create opportunities amongst Asia bank-headquartered securities. Credit spreads should recoup some of their recent...
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Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
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