A closer look at the first week of March
Watching Developments
A Recap of the Beginning of 2025
In Observing with Attention, Something Inherently Changes them: Restructuring Deals
UK GILTS: Not a Question of Truss this Time?
After one Year, no Blood on the Street: Grifols
The Endgame for Intrum
Two years in review, possible outlook
AT1s: Perhaps a second thought?
Auto Sector: the OEMs and Auto Parts in a Tumultuous Moment
A New CLO for the European Structured Market…. or not?
Thames Water: When Water turns Gray and then Dark
Please Do Not Stop the Music
Betting on Evoke?
CLO: a Consistent Approach to the Asset Class with some Differences
What we Know and What we Think we Know: Expensive, Cheap, yet Steady
Moving on from Post - Central Banks Meetings
Expectations on the Fed and the Credit Market
Another Round, another Pint? Stonegate
Finding Goldilocks and Avoiding Smoke and Mirrors
Reset the Picture
INTRUM: squaring the circle
CLOs: what did we learn from Barcelona?
What is Happening in the CLO Space: Investors’ Ideas
Insurance Debt
Summertime and Excessive Euphoria
Lowell: What is Happening?
Rates Volatility, Idiosyncratic Risks, Geopolitical Events, but Credit still Nosing Up
A Dialogue Around Some Topics
Not Cracks but Idiosyncratic Risk
Intrum - Part 2
It is Continuing
INTRUM and Friends: a Brief Look at Credit
January in Details IG, HY and CLO
Grifols
2023 and 2024 ,the Year of Pivoting
A safe Harbour?
A Safe Carry for 2024? Maybe Not
Stressed or Distressed
Few Weeks Make a Difference
The Numbers don’t Add Up
Stick with the Right Strategies and Let Fantasies Fizzle Out
Small Ideas After Last Week and What We are Going to Face
A strange September or Some Short-Sighted Investors?
What we Know and What we Don’t in this Beginning of September
Wrong Narratives on Rates
Ideas for Summertime
Are we Really Surprised? Or Maybe….
Altice, Again
Unprecedented Times for Refinancing
There is Always a (Right?) Rime for Being Bearish
Keeping the Ideas Straight – Part. 2
Keeping the Ideas Straight
Still in the Spotlight: AT1
Ideas in Springtime
Considering Winds of Change
Irrational Exuberance or Critical Reasoning
CLO Equity: a Nice Spot?
More of the Same
Dreams Make Good Stories, but Everything Important Happens when We Are Awake (Dune)
Consensual Trends Part 2
A Cold Shower
Few Simple Considerations at the End H2 2022
Explaining the Expected that Provoked the Unexpected
Market Evolution and “Considerations En Plein air”: An Update
In Liz We Trust….Or Not?
How Much of the Investors’ Nervousness Is Priced In?
Maybe Too Fast
Samuel Beckett…”..You Must Go On. I Can’t Go On. I’ll Go On” ( 1953 The Unnamable): UK Part2
Pause, Think, Brace for Turbulence
Some Considerations on Accepted Ideas
Walking Dangerously on the Edge
European Credit: Investing Wisely by Answering Four Questions
The Sleeping Pill of Central Banks
If the World Order Is Preserved: US Yield Curve Part 3 and a Point on the European Credit Market
What Surprises Me?
What Is Happening in Europe?
When the Music Stops