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Fixed Income & Credit Research Services

Providing clients in the US with decisive research on global bond markets

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Confident Decision-Making With Fixed Income & Credit Research Services

SG Analytics, being one of the most preferred partners for knowledge processes and services, provides fixed-income research and credit research services that offer bespoke research and contextual analytics solutions across the investment research process. Our service-driven culture and domain expertise enable us to provide comprehensive, fundamental, and robust research to our clients in the US, helping them make more informed, data-driven... Read More

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Fixed Income Credit Research Services

Fixed Income Research Services

Our comprehensive fixed income research is leveraged by investment bankers and sell-side firms in the US to prepare deep-dive credit reports, build cash flow models, review earnings, and charting and presentation.

  • Prepare financial projections, covenant trackers, capital structure, waterfall analysis, recovery analysis, scenario and sensitivity analysis, and valuation as a part of cash flow modeling for high-yield, investment grade, and distressed debt
  • Relative bond valuation in addition to leveraged buyout and rating model
  • Provide credit report/memos based on trading recommendations
  • Provide support across charting & presentation and HY bond comps
  • Prepare earnings review to monitor coverage, prepare marketing periodicals, and daily/weekly/monthly newsletters
  • Prepare white-labeled thematic reports and credit strategy reports in client-style branding and formatting guidelines

Our expertise in expanding and monitoring portfolios is leveraged by asset managers in the US. We also help them in generating trading ideas across geographies including China and Latin America. 

  • Generate trade ideas by developing customized screeners to reflect the client’s preferred investment criteria, e.g., valuation, ESG scores, leverage, etc.
  • Provide cash flow modeling for high-yield, investment-grade, and distressed debt instruments
  • Recommend actionable investment ideas through credit notes, which include relative value analysis
  • Consistently monitor events, including new issue notes and earnings to actively manage the investment portfolio
  • Support in strategy and monthly CIO newsletter with morning credit briefing
  • In-depth analysis and structured reports for CLO, CDO, ABS, and synthetics

We are experts in evaluating private creditworthiness, supporting due diligence, and providing technical inputs to facilitate better investment decisions across fixed income products such as direct lending, structured debt instruments, privately placed bonds, and distressed debts.

  • Screening of target for PE-backed, middle-market, and owner-operated firms
  • Financial spreading of unstructured data into structured form with adjustments to determine key credit ratios, variance analysis, capital structure, covenant testing, etc.
  • Monitoring performance of operations of the portfolio companies and preparing performance dashboards along with attribution analysis
  • Producing credit memo/due diligence report having extensive content on financial and business profile, industry performance, risk factors, and mitigants
  • Compensation analysis and profiling of the management
  • Industry sizing and research reports for start-ups and companies in niche markets such as biotech, fintech, etc.

We provide assessments of credit risk by constructing financial models and preparing credit memos for 2,000+ counterparties on specific templates that are mandated by the bank.

  • Support in underwriting and origination
  • Writing surveillance notes and credit memos, collateral assessment, and financial spreading
  • Helping leveraged and asset-based loans to determine qualitative rating criteria
  • Assessments or counterparty credit reviews of corporates, brokers/dealers, banks, and municipals
  • Repayment ability analysis and covenant monitoring & testing

We provide cross-asset allocation strategies to wealth managers, investment bankers, brokerages, and banks, facilitated by our qualitative and quantitative macroeconomic research offerings.

  • Creating credit markets and macro outlook on a daily/weekly/monthly/quarterly basis
  • Preparing periodicals on a monthly/quarterly/semi-annual/annual economic basis, which includes equities, fixed income, FX, and commodities outlook
  • Providing geopolitical insights, rates analysis, sovereign analysis, and thematic reports through comprehensive research
  • Scenario analysis and stress testing for econometric modeling

Why SGA

3,000+ Credits Covered

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

Highly Qualified

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

Able and Flexible

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

Comprehensive Expertise

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

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Who We Work With

Industry

Building a transformative technology and strategic roadmap remain as the key priority for the majority of organizations globally. This has led SG Analytics to be the strategic partner in delivering robust growth, marketing, sales, technology, and operational thought leadership papers to inward stakeholders within a particular enterprise for the past 15 years. We have strong industry specific capabilities across media & entertainment, telecommunication, ICT services, healthcare & life sciences along with financial institutions.

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CASE STUDIES

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