What We Do > Investment Research > Fixed Income & Credit Research Services

Fixed Income & Credit Research Services

Custom research support to navigate financial markets and enhance portfolios

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Why Outsource Fixed Income & Credit Research Services to SG Analytics

SG Analytics (SGA) is a leading research and analytics firm that provides extensive fixed income and 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 under-investment research services portfolio.

As a leading research firm in the UK, SG Analytics aims to empower its clients with contextual insights into breakthrough investment uncertainties and make profitable investments.

fixed income and credit research services

What We Offer

SGA’s exhaustive fixed income research expertise is leveraged by global investment bankers and sell-side firms in preparing deep-dive credit reports, building cash flow models, reviewing earning, charting and presentation.

  • 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 on 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 leverage our expertise in expanding and monitoring portfolios and generating trading ideas, cutting across geographies including China and Latin America.

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

At SGA, we evaluate private creditworthiness, support due diligence and provide technical inputs in order to enable better investment decisions across fixed income products such as direct lending, structured debt instruments, privately placed bonds and distressed debts.

  • 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 and covenant testing
  • Management profiling and compensation analysis, and 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.

We are adept at assessing credit risk by preparing credit memos and creating financial models for 2000+ counterparties on specific templates mandated by the bank.

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

The qualitative and quantitative macroeconomic research offerings at SG Analytics enable cross-asset allocation strategy and are used by wealth managers, investment bankers, brokerages and banks, amongst others.

  • Periodical macro and credit market outlook reports
  • Draft monthly, quarterly and 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

Why SGA

Over 3,000 credits covered across rating categories and sectors across the US, Europe, Middle East and Asia (expertise in Chinese and other Asian credits)

Strong team of well-qualified and experienced analysts with MBA, CFA, and CA qualifications along with economists and quantitative experts

Ability and flexibility to handle niche projects as well as large-scale engagements for buy-side as well as sell-side clients

Proven capability to blend high-quality research and insights with automation and technology to provide competitive and efficient research solutions

Who We Work With

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Delivering decisive research across rating and credit categories as well as thematic, macroeconomic research needs.