Hints and tips:
...Monica Erickson, a portfolio manager at DoubleLine Capital, is one of the many portfolio managers in the US scrutinising new debt sales, deciding where to invest on behalf of her firm’s clients....
...The bank forecasts the S&P could climb a further 12 per cent to reach 4,000 by early next year....
...“A lot of bonds are just not trading now,” said Monica Erickson, a portfolio manager at DoubleLine....
...Last month, the last S&P 500 company with an all-male board appointed its first female director, but WeWork plans to come to market with none....
...S&P data show that a record stash of $1.84tn in cash and investments held by non-financial companies masks a $6.6tn debt burden....
...“It is surprising that these deals get done and there is enough of a bid out there,” said Monica Erickson, a portfolio manager with DoubleLine....
...“Given where the market’s been, it makes sense for companies to borrow to a point that it brings down quality,” said Monica Erickson, a portfolio manager with DoubleLine Capital....
...“The [investor] flows have been strong and . . . earnings are coming in the best they have for the last few years,” said Monica Erickson, a portfolio manager with DoubleLine....
...Monica Erickson, a portfolio manager with asset manager DoubleLine Capital, says for many investors “leverage is less of a concern with earnings growth”....
...Monica Erickson, a portfolio manager with asset manager DoubleLine, said the rally in Treasuries would make it cheaper for companies to tap markets....
...“The market has been very receptive to the new debt,” said Monica Erickson, a portfolio manager with asset manager DoubleLine. The level of issuance was “beyond what anyone expected”....
...“Its spreads are wider, but benchmark Treasuries are still pretty low such that all-in financing costs are still very low,” said Lon Erickson, a portfolio manager at Thornburg Investment Management....
...“It may be better off if rates are rising and companies behave a little better,” Ms Erickson said....
...“We have concerns about the underlying strength of the outdoor and fitness businesses, which contribute over half of the company’s operating profit and are critical, in our view,” analyst Brad Erickson said...
...state of Pennsylvania has gone to Mr Obama, prominent conservative blogger Erick Erickson is not feeling upbeat....
...S&P says that its credit rating on AIG includes a five-notch uplift from its assessment of the company’s standalone credit profile, which is junk-rated double B....
...His forecast was supported by Interpublic, the US owner of McCann Erickson, which said on Friday it saw “no evidence of a pullback in 2008”....
...Now a new name has entered the frame. Rupert Howell, regional director of McCann Erickson, had not been on any bookies list....
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