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A blog on High Yield for those in High Yield.
Q2 2021 Survey Results
The Q2 2021 European High Yield Survey Results Are In! Thank you to Everyone who took part, especially to Mahesh and Bhumika for their analysis. Risk on continues to be the theme, with single B remaining the sweet spot and CCC's seeing responses edge into "very...
Coffee Time Reads to 14th March
A good selection if we do say so ourselves this week. First up is LSE's Focal Point podcast where thy interview Dominic Ashcroft Co Head of EMEA leveeaged Capital Markets at Goldman Sachs. Lots of insight into how levfin deals come about, trends and Dominic's own...
Coffee Time Read to 14th Feb
A bit of a short bent this week. Carson Block making 2 appearances - his editorial in the FT on the "Stonk Market" and if there is one thing you watch, make it this - his discussion of market structure with Mike Green of Logica Capital Advisors. There is also a great...
CFTR Week to Jan 31st
A good mix of reads this week - the Game Stop David and Goliath battle was front and centre. The reads we highlighted this week were John Auther's view that the GameStop and wider phenomena is driven by anger, not greed; Aswath Damodaran's valuation and take on...
European High Yield Survey Q1 2021
The Q1 2021 European High Yield Survey Results Are In! Thank you to Everyone who took part. Participants have a positive outlook for returns and low defaults in Q1. There remains an uneasy relationship with increased overweight positioning and richer valuations. Cash...
CFTR Week to 16th Jan
This week's Coffee Time Reads feature bubble talk, global insolvency expectations (Europe does well), a sobering take on the economic recovery, inequality and the "balkanization" of the global economy by Nouriel Roubini. Howard Marks was out with his latest memo -...
CFTR: Week To Jan 9th
Some good reads this week. Several outlook summaries looking at the consensus crowded trades for 2021, a discussion from the FT on Green and ESG bonds and how the premium may develop. Inequality is a topic that crops up over and over with Central Bank largess as the...
European High Yield Q4 Survey Results
And The Results are In! Thank you to everyone who participated in our Quarterly European High Yield Survey. We hope it brings you insight! The Survey will be carried out on a Quarterly basis. European High Yield Online is working with Bloomberg Intelligence to broaden...
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...
