Fixed income research poll: Trade ideas – Structured credit

A time to shine for credit research Ups and downs in 2008 The departed Fixed income 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 – […]

A time to shine for credit research
Ups and downs in 2008
The departed
Fixed income 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
Overall
2008 2007 Team Score
1 7 Deutsche Bank 11.97%
2 15 RBS 11.36%
3 1 JPMorgan 10.42%
4 5 Lehman Brothers 9.14%
5 2 Barclays Capital 7.74%
Correlation
2008 2007 Team Score
1 1 JPMorgan 11.58%
2 5 Deutsche Bank 11.18%
3 16= RBS 10.35%
4 2 Barclays Capital 9.08%
5 11 Morgan Stanley 8.32%
CDOs
2008 2007 Team Score
1 2 JPMorgan 12.30%
2 4 Deutsche Bank 9.47%
3 16 Calyon 9.27%
4 22 RBS 9.18%
5 5= Lehman Brothers 8.00%
CLOs
2008 2007 Team Score
1 7 Deutsche Bank 12.33%
2 6 Morgan Stanley 10.90%
3 12 RBS 9.77%
4 4 Citigroup 9.12%
5 2 JPMorgan 8.96%
Tranches
2008 2007 Team Score
1 9 Morgan Stanley 13.38%
2 1 JPMorgan 9.24%
3 2 Barclays Capital 9.12%
4 3 Société Générale 7.

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