FIXED INCOME & CREDIT RESEARCH SERVICES

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

Confident Decision Making With Fixed Income & Credit Research

SG Analytics, being one of the most preferred partner for knowledge processes and services , provides fixed income 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 take more informed, data-driven decisions. While specialising in delivering valuable insights on diverse fixed income products across several rating categoriesmacroeconomic insights and industry and thematic reportswalso help formulate cross-asset investment strategies and provide compliance-related support  

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Why SGA ?

OUR DOMAIN EXPERTISE

Investment Banks

  • 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 & credit strategy reports in client-style branding and formatting guidelines

Asset Managers

  • Generating trade ideas by developing customised screeners to reflect client’s preferred investment criteria e.g. valuation, ESG scores, leverage, etc.
  • Provide cash flow modelling for high-yield, investment grade and distressed debt instruments
  • Recommend actionable investment ideas through credit notes which includes relative value analysis
  • Consistent monitoring of events including new issue notes and earnings to actively manage 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

Private Credit

  • 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.
  • Monitor performance of operations of the portfolio companies and prepare 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.

Commercial Banks

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

Macroeconomic Research

  • Creating credit markets & 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 modelling

Knowledge Center - Your Information Hub

Step ahead with actionable insights that empower growth.

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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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