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Selling short

Selling short

Euromoney's coverage of past short selling regulations and questionable events is worth a look today

Sovereign wealth funds

Sovereign wealth funds

An in-depth look at the state-owned sovereign wealth funds that dominate the attention of the world's financial markets

May 2008

Fixed income research poll: Investment grade by sector





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.

Telecoms and media
’08 ’07 Team Score
1 1 Société Générale – Juliano Torii, Robert Jaeger 12.42%
2 2 UBS – Duncan Warwick-Champion 12.28%
3 9 RBS – Rob Orman, Jonathan White 12.08%
4 4 Barclays Capital – Sam Morton, Ana Greco 10.41%
5 3 Dresdner Kleinwort – John Pearce, Arndt Muthreich 9.20%
General industries
’08 ’07 Team Score
1 1 Société Générale – Roberto Pozzi, Barbora Matouskova, David Wertenschlag 15.98%
2 7 RBS – Rob Orman, Ben Maurer 12.57%
3 2 Dresdner Kleinwort – A Muthreich, C Boulanger, E Sharper 9.81%
4 8 BNP Paribas – Henri Alexaline, Timothy Rea 9.62%
5 4 Barclays Capital – Rob Perry 8.94%
Automotives
’08 ’07 Team Score
1 1 Dresdner Kleinwort – Christophe Boulanger, Eric Sharper 15.14%
2 2 Société Générale – Pierre Bergeron, Stephanie Herrault 14.55%
3 11 RBS – Rob Orman, Jonathan White 10.17%
4 3 UniCredit (HVB) – Sven Kreitmair 8.99%
5 6 BNP Paribas – Henri Alexaline, Timothy Rea 8.55%
Consumer products and retail (incl. tobacco)
’08 ’07 Team Score
1 1 Société Générale – Sonia van Dorp, Caroline Duron 15.62%
2 9 RBS – Rob Orman 14.07%
3 2 BNP Paribas – Jean-Yves Coupin, Timothy Rea 13.43%
4 6 JPMorgan – Katie Ruci, Raman Singla & team 13.36%
5 5 UniCredit (HVB) – Carmen Hummel, Rocco Schilling 8.07%
Utilities
’08 ’07 Team Score
1 1 BNP Paribas – Marc Watton, Pallavi Modi 16.62%
2 2 Société Générale – Herve Gay, Florence Roche 15.33%
3 8 RBS – James Sparrow 11.93%
4 5 JPMorgan – Olek Keenan, Tom Gibney 11.25%
5 6 Barclays Capital – Neil Beddall 10.71%
Banking
’08 ’07 Team Score
1 9 RBS – Corinne Cunningham, Tom Jenkins, Christy Hajiloizou 16.49%
2 2 Morgan Stanley – Jackie Ineke, Lee Street & team 11.79%
3 6 JPMorgan – Ben Ashby, Roberto Henriques & team 9.11%
4 4 Dresdner Kleinwort – N Myer, J Kapila, FJ van der Veer 9.07%
5 7 Barclays Capital – Paul Fenner-Leitao, Vincent Cooper 8.48%
Insurance
’08 ’07 Team Score
1 8 RBS – Corinne Cunningham, Michael Cox 14.37%
2 1 UBS – Damien Regent 12.55%
3 9 Barclays Capital – Manish Bakhda, Vincent Cooper 9.16%
4 2 BNP Paribas – Vivek Tawadey & team 8.60%
5 7 JPMorgan – Ben Ashby, Roberto Henriques & team 8.56%
Credit strategy
’08 ’07 Team Score
1 12 RBS – Kit Juckes, Bob Janjuah, Tim Jagger, Richard Smith 15.09%
2 1 Société Générale – Suki Mann, Guy Stear, Juan Valencia 13.24%
3 7 Deutsche Bank – Jim Reid & team 9.85%
4 2 Citi – Matt King, Hans Lorenzen & team 8.50%
5 4 Barclays Capital – Robert McAdie, Puneet Sharma & team 7.89%


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