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Latest Thoughts and ideas
A blog on High Yield for those in High Yield.
Credit Strategy With Mahesh Bhimalingham
The State Of High Yield.... European High Yield Online spoke with Mahesh Bhimalingam Chief European Credit Strategist For Bloomberg Intelligence. Returns, Vol, Hedges, RV, Defaults and more were discussed. Here is what Mahesh had to say about them: High Yield In...
July Survey Results!
Summary The July European High Yield Survey had 74 respondents - Family Offices, Hedge Funds, Asset Managers and Sell Side all participated with broad representation from across Europe as well as from the US. As with the June Survey we spit the respondents into 2...
European High Yield July Survey
20 Questions, 10 Minutes, 20x the insight. We are launching the Second of what will be a monthly survey covering the European High Yield Market. The idea is to create value for the High Yield Community through shared insight. To our knowledge there is nothing...
European High Yield June Survey – Results!
Summary *** THE JULY EUROPEAN HIGH YIELD SURVEY IS NOW OPEN - PLEASE PARTICIPATE >HERE< *** The June European High Yield Survey had 52 respondents. c50% of respondents were Portfolio Managers, with CIOs, Strategists, Credit Analysts, Sales and Syndicate Desks...
European High Yield June Survey
20 Questions, 10 Minutes, 20x the insight. We are launching the first of what will be a monthly survey covering the European High Yield Market. The idea is to create value for the High Yield Community through shared insight. To our knowledge there is nothing...
They Walk Among Us: Zombies, High Yield and The Market
Zombies - This is part one of two on Zombie Companies. I was surprised at just how prevalent "Zombification" is and how it presents itself in High Yield, the Markets and Economy. Bad news is they walk among us. Good news there seems to be a consensus as to how to...
A Bubble Bubble?
"A Bubble Bubble" This last week has been fantastic in terms of news flow. Conscious I am in my own "bubble" there is an increasing choir of voices calling for caution as asset prices boil. So I thought I would summarize what I have seen heard this week. A curated...
How important Is EBITDA ?
EBITDA is increasingly controversial as a metric. But, why all the fuss? EBITDA is pervasive in High Yield and has its origins in the 80s and 90s LBO boom. "Community Adjusted EBITDA", "EBITDAC" - have grabbed the headlines, evidence of aggressive earnings. The...
How to Make the Most of a Management Meeting
As an Analyst/ PM you will conduct 10's if not 100's of interviews. In this post we look at how to make the most of a management meeting.How should you make the most of your time and get the answers that you need? How can you Quickly build rapport with management and...
