May 2008

Fixed Income research poll 2008: A time to shine for credit research

by Jethro Wookey

The crunch has precipitated a world where good credits can turn bad overnight. Research teams must adapt to the new circumstances while clients increasingly have their own expertise. Jethro Wookey reports.


A time to shine for credit research
Ups and downs in 2008
The departed
Fixed income research poll results
Investment grade overall High yield overall
Investment grade by sector High yield by sector
Other products and markets Trade ideas Overall (sum of parts version)
Trade ideas - Structured credit Trade ideas - Investment grade
Trade ideas - High yield Trade ideas - ABS
Trade ideas - Other products and markets Trade ideas - Overall (asked outright as a question)

Methodology

Categories exclusive to euromoney.com:
Further breakdowns including rankings by region, institution type and asset size.

THIS IS THE sort of environment that credit analysts should thrive in. Volatility, wide spreads and the potential for differentiation among names has elevated the role of a research analyst as clients look for direction in a market where good credits can turn bad overnight. Although 12 months ago many in the research industry were predicting a rise in the...

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