FIXED INCOME & CREDIT RESEARCH

Custom research support to navigate financial markets and enhance portfolios

Why Outsource Fixed Income & Credit Research Services to SG Analytics

SG Analytics is a leading research and analytics firm that provides extensive fixed income & credit research services for asset managers across rating categories, industries, economies, regions, and products. We provide index research, macroeconomic research, fixed income credit research, and equity research along with fixed income & credit research under investment research services portfolio. As a leading research firm in the UK, SG Analytics aims to empower its clients with contextual insights to break through investment uncertainties and make profitable investments.

Why SGA ?

OUR DOMAIN EXPERTISE

Investment Banks

  • Short, medium, and long-term cash flow models with realistic financial projections across investment-grade, high-yield, and distressed debt categories
  • Detailed analysis on capital structure, covenant, recovery, and debt waterfall
  • Asset valuation along with scenario and sensitivity analysis
  • Rating models – credit, risk, leveraged buyout (LBO), relative bond valuation
  • Credit report/memo including trading recommendation
  • Earnings review as part of coverage monitoring along with daily newsletters as well as periodicals
  • Content creation as well as visualisation support in thematic reports, HY bond comparables, and credit strategy
  • Issuer-paid research to generate company-specific reports, rate investment potential of a company, and enhance visibility for investors and analysts

Asset Managers

  • Build screeners to generate actionable trade ideas
  • Well-structured Cash flow models for investment-grade, high-yield, and distressed debt
  • Credit notes comprising ESG & relative value analysis
  • Continuous monitoring of earning, events, new issue notes, etc., to actively manage investment portfolio
  • Assistance in monthly CIO newsletter and morning credit briefing
  • Structured finance for synthetic asset-backed security (ABS), collateralized loan obligation (CLO), collateralized debt obligation (CDO)

Private Credit

  • Target screening to surface potential middle market, owner-operated and PE-backed firms
  • Financial spreading with standard adjustments to determine key credit ratios
  • Variance analysis, capital structure, covenant testing
  • Management profiling and compensation analysis, draft credit memo/due diligence report that contains a detailed business and financial profile
  • along with industry, risk and mitigants
  • Monitor operating performance, measure industry size, and generate reports for niche markets – e.g. fintech start-ups, biotech companies, etc.

Commercial Banks

  • Determine benchmarks for qualitative rating for leveraged loans and asset-based loans
  • Financial spreading, covenant monitoring and testing, collateral assessment, repayment ability analysis
  • Support in drafting credit memo, surveillance notes, origination and underwriting
  • Counterparty credit reviews/assessments across corporates, banks, municipals, brokers/dealers

Macroeconomic Research

  • Periodical macro and credit market outlook reports
  • Draft monthly, quarterly, semi-annual/annual economic periodicals that include cross-asset commentaries (equities, fixed income, FX, commodities, etc.)
  • Conduct sovereign analysis, rates analysis, generation of geopolitical insights, and creation of thematic reports
  • Econometric modelling comprising stress testing and scenario analysis

Our Work

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*By sharing the information you have entered, you give your express consent to SG Analytics to use the provided information to contact you with relevant information related to its offerings and services as and when required. SG Analytics secures all your personal information from unauthorized access, use or disclosure. For more information, please visit our privacy policy.

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