Fixed income research poll 2007: Credit research – Investment grade

Banks might pay for indifference to research Ups and downs in 2007  Fixed income research poll 2007 results Credit research – Best overall Credit research – Investment grade Credit research – High yield Credit research – Other products and markets Trade ideas Overall Trade ideas – Structured credit Trade ideas – Investment grade Trade ideas […]

Banks might pay for indifference to research
Ups and downs in 2007
 
Fixed income research poll 2007 results
Credit research – Best overall Credit research – Investment grade
Credit research – High yield Credit research – Other products and markets

Trade ideas Overall

Trade ideas – Structured credit
Trade ideas – Investment grade Trade ideas – High yield
Trade ideas – ABS Trade ideas – Other products and markets
Most highly regarded Overall Methodology
Telecoms and media
2007 2006 Team Score
1 5 Société Générale — Satyajit Chatterjee, Terry Nguyen 12.65%
2 2 UBS — Duncan Warwick-Champion, Alessandro Rovelli 12.25%
3 3 Dresdner Kleinwort — John Pearce, Arndt Muthreich 9.85%
4 4 Barclays Capital — Sam Morton 8.53%
5 7 UniCredit (HVB) — Stephan Haber 7.65%
6 JPMorgan — Jennifer Billings, Andrew Webb 7.52%
7 1 BNP Paribas — Roger Appleyard, Hunter Martin 7.51%
8 8 Merrill Lynch — Philip Grose and Marco Gironi 5.58%
9 12 RBS — Tim Jagger, Rob Orman & team 5.51%
10 9 Deutsche Bank — Adrien Fourcade, Prashant Tandon 4.49%
11 10 Credit Suisse — team 3.72%
12 Citi — team 3.52%
13 HSBC — team 3.23%
14 11 Morgan Stanley — Morgan Stanley 2.25%
15 17 Natixis — Olivier Riottot, Sandra Soyer 1.57%
16 14 Lehman Brothers — Patrick Bawlf, Reena Patel, Hirdesh Rohagti 1.56%
17 Fortis — Fortis team 0.94%
18 15 ING — Shaunn Griffiths 0.82%
19 CIBC — team 0.49%
20 Calyon — Maurizio Esentato 0.37%
General industries
2007 2006 Team Score
1 5 Société Générale — Roberto Pozzi, Ozana Breaban 13.30%
2 1 Dresdner Kleinwort — Rick Mattila 11.75%
3 6 UniCredit (HVB) — Sven Kreitmair, Felix Fischer, Jochen Schlachter, Jana Arndt 9.90%
4 2 Barclays Capital — Sharon Vieten, Fran Hutt, James Ravine 7.97%
5= 7 Deutsche Bank — Aidan Cheslin 7.28%
5= 4 UBS — Juan Carrion 7.28%
7 10 RBS — Tim Jagger, Rob Orman & team 7.20%
8 3 BNP Paribas — Henri Alexaline 5.91%
9 JPMorgan — Nachu Nachiappan, Nitin Dias, Alexandre Ayoub & team 5.52%
10 Citi — team 3.78%
11 9 Merrill Lynch — Brad Crombie, Beth Fusco and Magdalena Richardson 3.61%
12 HSBC — team 3.39%
13 13 Lehman Brothers — Tobias Mueller, Rik Fennema 3.26%
14 12 Credit Suisse — team 2.75%
15 11 Morgan Stanley — Morgan Stanley 2.44%
16 15 Natixis — Olivier Riottot, Sandra Pereira 1.33%
17 Fortis — Fortis team 1.00%
18 ING — Mischa Hupperetz 0.88%
19 Calyon — Caroline Brugère 0.74%
20 CIBC — team 0.70%
Automotives
2007 2006 Team Score
1 1 Dresdner Kleinwort — Christophe Boulanger, Eric Sharper 18.42%
2 5 Société Générale — Pierre Bergeron, Stephanie Herrault 12.52%
3 8 UniCredit (HVB) — Sven Kreitmair 9.00%
4 4 UBS — Juan Carrion 8.04%
5 6 Deutsche Bank — James Maxwell, Ari Pattanayak 6.42%
6 2 BNP Paribas — Henri Alexaline 6.13%
7 3 Barclays Capital — Fran Hutt, Chet Luy 6.05%
8 9 Merrill Lynch — Simon Atkinson 5.62%
9 JPMorgan — Julien Raffelsbauer, Francis MacDonnell & team 5.50%
10 Citi — team 3.99%
11 13 RBS — Tim Jagger, Rob Orman & team 3.98%
12 HSBC — team 2.90%
13 11 Credit Suisse — team 2.61%
14 10 Morgan Stanley — Morgan Stanley 2.08%
15 12 Lehman Brothers — Shubhomoy Mukherjee 1.90%
16 Natixis — Sandra Soyer 1.50%
17 Fortis — Fortis team 1.10%
18 CIBC — team 0.92%
19 Calyon — Stuart James 0.83%
20 14 ING — Mischa Hupperetz 0.48%
Consumer products and retail (incl. tobacco)
2007 2006 Team Score
1 4 Société Générale — Sonia van Dorp, Olivier Monnoyeur 15.02%
2 1 BNP Paribas — Jean Yves Coupin 10.65%
3 3 Barclays Capital — James Ravine, Abigail Harrison, Vicki Gedge 10.01%
4 2 Dresdner Kleinwort — Stephanie Foster 8.33%
5 8 UniCredit (HVB) — Carmen Hummel, Felix Fischer, Jana Arndt 8.14%
6 JPMorgan — Katie Ruci, Raman Singla & team 7.67%
7 6 UBS — Juan Carrion 6.52%
8 5 Deutsche Bank — James Maxwell, Ari Pattanayak 6.40%
9 10 RBS — Rob Orman 5.43%
10 9 Credit Suisse — team 3.98%
11 13 Lehman Brothers — Patrick Bawlf, Reena Patel, Hirdesh Rohagti 3.09%
12 HSBC — team 3.03%
13 11 Morgan Stanley — Morgan Stanley 2.62%
14 Citi — team 2.47%
15 12 Merrill Lynch — Marco Gironi 2.09%
16 15 Natixis — Sandra Soyer 1.35%
17 Fortis — Fortis team 1.16%
18 Calyon — Marie-Aude De Lavallade 1.01%
19 ING — NA 0.77%
20 CIBC — team 0.27%
Utilities
2007 2006 Team Score
1 1 BNP Paribas — Marc Watton, Giancarlo D’Elia 15.92%
2 5 Société Générale — Herve Gay, Florence Roche 12.13%
3 2 UBS — Tom Lyons, Alasdair Cummings 12.07%
4 3= Dresdner Kleinwort — Stephane Buemi 8.74%
5 JPMorgan — Olek Keenan, Adeel Shah & team 8.53%
6 3= Barclays Capital — Neil Beddall, Robert Emes 8.45%
7 8 UniCredit (HVB) — Christian Kleindienst, Alejandra Diez 7.52%
8 10 RBS — James Sparrow 4.79%
9 7 Deutsche Bank — Adrian Fourcade, Prashant Tandon 4.71%
10 HSBC — team 3.59%
11 Citi — team 2.01%
12 11 Merrill Lynch — Magdalena Richardson 1.88%
13 9 Credit Suisse — team 1.70%
14 15 Natixis — Martha Travers-Veress 1.65%
15 13 Lehman Brothers — team 1.55%
16 12 Morgan Stanley — Morgan Stanley 1.43%
17 Fortis — Fortis team 1.18%
18 14 ING — Shaun Griffiths 0.90%
19 Calyon — Anke Richter 0.71%
20 CIBC — team 0.54%
Banking
2007 2006 Team Score
1 1 BNP Paribas — Tiago Parente, Axel Swenden 9.89%
2 4 Morgan Stanley — Jackie Ineke, Christine Miyagishima 9.60%
3 7 Société Générale — Eleanor Yeh 9.13%
4 3 Dresdner Kleinwort — Nigel Myer, Jennifer Kapila 8.86%
5 6 UniCredit (HVB) — Luis Maglanoc, Alexander Plenk, Franz Rudolf 8.77%
6 JPMorgan — Ben Ashby, Roberto Henriques, Christian Leukers & team 7.64%
7 2 Barclays Capital — Paul Fenner-Leitao, Vince Cooper 7.29%
8 5 UBS — Raj Malhotra 7.00%
9 10 RBS — Corrine Cunningham, Tom Jenkins, Michelle Roarty 6.46%
10 12 Merrill Lynch — Richard Thomas, David Lewis and Tolu Alamutu 5.98%
11 HSBC — team 3.77%
12 9 Deutsche Bank — January Carmalt 3.52%
13 Citi — team 2.81%
14 16 Natixis — Gwenaelle Deschavanne, Alban Tourrade 2.61%
15 13 Credit Suisse — team 1.80%
16 14 Lehman Brothers — Francisco Viyuela, Soumya Sarkar 1.74%
17 Fortis — Fortis team 1.12%
18 15 ING — Mark Harmer 1.00%
19 Calyon — Matthew Maxwell 0.57%
20 CIBC — team 0.43%
Insurance
2007 2006 Team Score
1 2 UBS — Damien Regent 12.29%
2 1 BNP Paribas — Marc Watton & team 9.98%
3 4 Dresdner Kleinwort — Nigel Myer, Jennifer Kapila 8.39%
4 5 Société Générale — Eleanor Yeh 8.14%
5 8 UniCredit (HVB) — Franz Rudolf, Alexander Plenk, Luis Maglanoc 7.91%
6 6 Merrill Lynch — Christian Dinesen 7.45%
7 JPMorgan — Ben Ashby, Roberto Henriques, Christian Leukers & team 7.26%
8 9 RBS — Corrine Cunningham 6.64%
9 3 Barclays Capital — Manish Bakhda, Vince Cooper 6.50%
10 12 Morgan Stanley — Olivia Frieser, Christine Miyagishima 5.69%
11 7 Deutsche Bank — Deutsche team 4.15%
12 Citi — team 3.81%
13 HSBC — team 2.52%
14 11 Credit Suisse — team 1.92%
15 13 Lehman Brothers — Francisco Viyuela, Srividya Jagannathan 1.83%
16 Natixis — Alban Tourrade 1.54%
17 Fortis — Fortis team 1.44%
18 14 ING — Mark Harmer 1.35%
19 CIBC — team 0.59%
20 Calyon — Matthew Maxwell 0.57%
Credit strategy
2007 2006 Team Score
1 2 Société Générale — Suki Mann, Guy Stear, Juan Valencia 15.00%
2 1 Citi — Matt King and team 11.10%
3 JPMorgan — Stephen Dulake, Daniel Lamy & team 8.90%
4 4 Barclays Capital — Robert McAdie, Puneet Sharma & team 8.22%
5 9 UniCredit (HVB) — Jochen Felsenheimer, Philip Gisdakis 7.93%
6 7 Dresdner Kleinwort — Willem Sels, Natalie Wilson 7.15%
7 6 Deutsche Bank — Jim Reid 7.13%
8 3 BNP Paribas — Vivek Tawadey & team 5.84%
9 10 UBS — Geraud Charpin, Etienne Varloot, Tap Sikipa 5.19%
10 8 Morgan Stanley — Neil McLeish, Javier Serna 4.43%
11 11 Lehman Brothers — David Brickman, Ben Bennett 4.22%
12 14 RBS — Kit Juckes, Bob Janjuah 3.45%
13 12 Merrill Lynch — Barnaby Martin and Teo Lasarte 3.02%
14 13 Credit Suisse — team 2.61%
15 HSBC — team 2.00%
16 15 Natixis — Thibault Cuilliere 1.58%
17 Fortis — Fortis team 0.67%
18 16 ING — Jeroen van den Broek 0.62%
19 Calyon — Brian Venables 0.48%
20 CIBC — team 0.47%