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Single-name CDS trading bounces back

Volumes are up as Covid-driven support fuels opportunity for traders and investors ....

Central Banks , Basis Trading , Credit Arbitrage , Credit Default Swaps , Credit Derivatives ,

Hedge fund of the year: Saba Capital Management


Risk.net
Risk Awards 2021: credit specialist proved its worth in the Covid crisis
Boaz Weinstein
In late 2019, Boaz Weinstein was seeing mispricings in credit markets on a scale he’d never seen before – the kind of twisted values that meant spreads on Sabre, a newfangled travel-tech company, were the same as for a solid credit like fast-food chain McDonald’s.
“In my career, I had never seen such a tight packing between double-Bs that you would want to short and single-As you’d want to go long,” he says.
By the end of the year and in the opening weeks of 2020, one of the main trades at Weinstein’s Saba Capital Management was to short a basket of riskier high-yield credits and go long a basket of quality names. “The market allowed you to do that basically for zero cost,” he says. ....

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