Monthly Archives: August 2017

The Earnings Opportunity

Starting in late July and continuing through the first half of August is earnings season for most of our credits, which is a very important and busy time for us.  As active managers, we not only evaluate a credit as …

Posted in Peritus

Where We’ve Been and Where We Are Now

To understand where you are in the high yield market, it is helpful to take a look at where we have been.  People talk about how we are 8+ years into this “cycle” and are express concerns about valuations.  We …

Posted in Peritus

High Yield Morning Update

High yield bonds were better yesterday and today is opening slightly better too.  Three new issues priced yesterday for $1.55B in proceeds with three more on the docket for today.  The default risk in high yield bonds still remains low, …

Posted in Peritus