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Securitisation is not dead

Securitisation is not dead

By Michael Heise, chief economist Allianz Group/Dresdner Bank

Special focus: Sub-prime and leveraged loans

Special focus: Sub-prime and leveraged loans

Follow the buildup to today's subprime and leveraged loan problems.

July 2002

July 2002

Euromoney Awards for Excellence 2002

Euromoney July 2002

In a year of falling securities markets, liquidity crises, credit blow-ups, scandals and falling business volumes, only the very best firms stand out. Euromoney commends this year's winners of the 2002 Awards for Excellence. Peter Lee, Julian Marshall, Nick Evans, Antony Currie, Jennifer Morris, Tessa Oakley.

Corporate governance

Summer of the underdogs

Euromoney July 2002

Western corporate governance scandals have prompted a flight to quality in emerging markets that are seen to be cleaning up their acts. But investors need to keep their wits about them: in some cases corporate governance may only have improved from "horrible" to "bad".

Syndicated loans

Portfolio management shores up loan books

Euromoney July 2002

Corporates need bank liquidity more than ever as the capital markets can close suddenly. Bank providers sense an opportunity and loan volumes, though down, have remained healthy. But banks also need to shore up their defences or risk drowning in bad debt.

Loan trading

Loan market opens up to new investors

Euromoney July 2002

The growing involvement of institutional investors in leveraged loans is bringing liquidity and transparency to markets traditionally seen as clubby and opaque. As an asset class, leveraged loans have a lot going for them - despite the current dearth of supply. But there is still a lot of work to be done.

Financial architecture

Fears about Brazil fuel default debate

Euromoney July 2002

After Argentina, emerging-market professionals are facing up to the prospect of a default in Brazil. The effects could be so disastrous that collective action clauses in bond documentation are winning more and more favour. But broader IMF measures look necessary if such restructuring mechanisms are to work effectively.

Executive pay

How much is a CEO worth?

Euromoney July 2002

Outrage over executive compensation is now widespread. Linking pay to economic valued added rather than more easily manipulated EBITDA might be an improvement.

Telecoms

Scandinavians ring the right bells

Euromoney July 2002

There have not yet been any cross-border mergers between the leading European telecoms operators. But some of these troubled companies may have to get together to survive. They could do worse than look to Scandinavia for inspiration.

Market capitalization

US banks show size advantage

Euromoney July 2002

Falling stock markets in the past 18 months have affected the share prices of financial institutions of all sizes and from all countries. But the effects have been uneven. A comparison of the shifting market capitalizations of the world's leading financial institutions from March 2001 to March 2002 makes surprising reading.

Editorial

A scandal too far

Euromoney July 2002

Front end

Sell in May and go away

Euromoney July 2002

Barclays United vs New York City

Euromoney July 2002

Distractions, distractions...

Euromoney July 2002

Genius for gobbledegook

Euromoney July 2002

Stiglitz takes on the globalizers

Euromoney July 2002

Market monitor

Liquidity holds the key in the race for SSF supremacy

Euromoney July 2002

Equity derivatives

Best and worst – it's all quantitative

Euromoney July 2002

Fund management

Russia leads the way upwards

Euromoney July 2002

Fund management

Gartmore gets more alternative

Euromoney July 2002

Hedge funds

Fitch bitches about moody Moody's

Euromoney July 2002

Ratings agencies

Euromoney –your chance to reply

Euromoney July 2002

Europe takes to ETFs

Euromoney July 2002

Emerging markets

A central Asian transformation

Euromoney July 2002

Kazakhstan

A red flag for investors?

Euromoney July 2002

Czech Republic

Lasco gets flotation away at last

Euromoney July 2002

Latvia

Flat profits get top spin

Euromoney July 2002

Against the tide

People

Jack Rodman

Euromoney July 2002

Managing director, Ernst & Young

Deal insider

Malaysia brings first Islamic global

Euromoney July 2002

Issuer: Malaysia Global Sukuk IncAmount: $600 millionLaunched: June 25 2002Bookrunner: HSBC


You need the best analysis possible to understand what you’re buying. That or a large pair of balls

One US fund manager ponders whether or not to buy real estate assets.

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