Fixed Income and Credit Research

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    Overview

    Our fixed income and credit research support spans across segments, including corporate credit, commercial banking risk underwriting, leverage loans, securitized credit, and public finance. We provide actionable research across investment idea generation, coverage initiation or expansion, coverage maintenance/ updates for earnings and credit events, research production support, financial database and analytics solutions, and daily news updates and fixed income market monitors.
    Our fixed income and credit research solution includes building capital structures, spreading adjusted financials, writing investment memos, sovereign and municipals analysis, building complex credit models, distressed and recovery valuations, and giving an actionable outlook on public and private credits across regions and sectors.
    Our team of diligent fixed income and credit research analysts come with strong experience in global fixed income and credit, with specializations in corporate credit, public finance, and commercial lending. We are a team of MBAs/CFAs/CPAs, with hands-on experience in covering or monitoring public/ private corporate credit single names, CLO deals, and public finance entities, within key fixed income indices

    Our
    Solutions

    Corporate credit research

    We are specialists in providing actionable research on corporate credit, across investment grade, cross-overs, high yield, stressed/ distressed, and leveraged loans. We are well-versed in the regional nuances of developed and emerging market debt, and have covered the majority of the sectors and sub-sectors including consumer, healthcare, financials, technology, communications, industrials, energy, utilities, and materials.


    Commercial lending underwriting support

    For global loan underwriters (including commercial banks, financial institutions, and lending platforms) and 3rd party underwriting consultants, we offer the entire business and credit risk assessment and due diligence support. The support spans across commercial loans, equipment leasing, commercial real estate & asset based loans, project finance, leveraged loans, securitized loans, retail loans, credit cards, and investment solutions.


    Securitized credit

    A team of securitization analysts provide a comprehensive research support across MBS (CMBS and RMBS) and ABS deals (auto loans, student loans, credit cards etc). We build and maintain waterfall cash flow models, monitor covenant tests, perform sensitivity analysis, vintage analysis, static pool analysis, prepare summary reports/cheat-sheets, and analyze and report underlying collateral performance. We leverage our experience with third-party tools including Intex, ABS.Net, ABSXchange, and S&P and Moody’s structured products.

    Securitized credit

    A team of securitization analysts provide a comprehensive research support across MBS (CMBS and RMBS) and ABS deals (auto loans, student loans, credit cards etc). We build and maintain waterfall cash flow models, monitor covenant tests, perform sensitivity analysis, vintage analysis, static pool analysis, prepare summary reports/cheat-sheets, and analyze and report underlying collateral performance. We leverage our experience with third-party tools including Intex, ABS.Net, ABSXchange, and S&P and Moody’s structured products.

    Leverage loans

    For CLO managers and sell-side leveraged loans desks, we offer an effective leveraged loans research, from research initiation to monitoring support across new and drive-by deals, A-to-E covenants, restructuring, waivers, and Refinancing/re-pricing.


    Leverage loans

    For CLO managers and sell-side leveraged loans desks, we offer an effective leveraged loans research, from research initiation to monitoring support across new and drive-by deals, A-to-E covenants, restructuring, waivers, and Refinancing/re-pricing.


    Public finance

    For clients with macro and public finance strategy, we provide support across writing macro-economic outlooks, sovereign and municipals reports, thematic reports, maintain a database of leading and lagging economic indicators by country and key sectors, and disseminate the intelligence through interactive dashboards.

    Public finance

    For clients with macro and public finance strategy, we provide support across writing macro-economic outlooks, sovereign and municipals reports, thematic reports, maintain a database of leading and lagging economic indicators by country and key sectors, and disseminate the intelligence through interactive dashboards.

    Success Stories

    Buy-side crossover and high yield research support

    Investment management arm of a global insurance giant, based in the US. The investments were majorly in the US crossover and high yield bonds.

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    Distressed debt research support for a US-based mid-sized asset manager firm

    A mid-sized buy-side firm reached out to ValueAdd for stressed/ distressed debt origination support; it was a referral through one of our clients.

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    Leveraged Loans Research for a US CLO fund

    A newly set up multi-million-dollar US-based CLO fund based in New York.

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    Credit research and shadow-rating support for US high yield and convertible bonds for a US based hedge fund

    A US-based multi-billion-dollar hedge fund with high yield and convertible strategies. Had offices in New York and London.

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    Buy-side Securitised credit Research Support

    ABS/MBS fund manager of an investment management firm, based in the US.

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    Stressed and distressed debt origination research support for a London-based boutique sell-side desk

    A mid-sized credit-focused sell-side firm based out of London and with an investment team in Austin, Texas too, covered US and European credit markets.

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    Sales and trading credit research support

    A credit-trading desk of a large multi-asset brokerage firm based in the US.

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