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Peter Cecchini 5.0 1 idea

Principal, Axonic Capital
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Cecchini explicitly said, "We are seeing some widening in areas of structured credit that are very interesting," citing single-asset, single-borrower CMBS as presenting opportunities. Market chaos and dispersion are creating dislocations to intrinsic value. Structured credit continues to trade at a spread advantage to corporate high-yield. Current widening presents fertile, fundamental investment opportunities in structured credit, particularly in specific niches like single-borrower CMBS. A broader credit market downturn overwhelms the relative value advantage and leads to correlated spread widening.
CRED Bloomberg Markets Apr 10, 19:49
Principal, Axonic Capital
Peter Cecchini (Principal, Axonic Capital) | 1 trade ideas tracked | CRED | YouTube | Buzzberg