Abstract: Devising a credit investment strategy for 2008 is no easy matter. Consensus tends to center on fundamental valuation. Contention centers on the technicals and timing, and an uncertain economic backdrop underpins a difficult decision.

Brief Excerpt: 2008 Credit Outlook: Part 1 - Weighting or Waiting? The major story in 2008 revolves around liquidity and the speed with which the market can regain confidence in banks and regulators.á That said, there is little doubt that in times...

Report Type: Strategy Article
Source: CreditSights Inc
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 CreditSights
CreditSights is an independent research platform comprised of a team of analysts with both buy-side and sell-side experience in the U.S. and overseas. CreditSights' research focuses on global corporate and sovereign issuers, which have securities that are actively traded in the corporate bond, credit derivatives and/or equity-linked markets. Sector coverage is broad-based and includes telecom, technology, and media; autos and general industrials; utilities and energy; financial services; commodity cyclicals; retail and consumer products; and aerospace and defense. Emerging markets coverage includes the major Latin American, Asian and Eastern European countries. The focus of CreditSights research is to help investors make decisions by distilling and interpreting significant developments and specific events affecting individual companies, industries, or the securities markets as a whole.