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Credit Double-Check

February 25, 2016
Michael Kelly and Umrai Gill

Many of you have asked for a follow up piece to Umrai Gill’s recent Market Minute, “Following Credit Signals,” discussing trends in the broader credit markets. This Disciplined Investor® is intended to further explore that idea and point the direction to a solution. We hope to help you understand the current status of credit markets in a way that enables you to make better balance sheet risk/reward decisions. We discuss developments in the pricing of credit risk you may not be fully aware of, and suggest the possibility of using the “Gray Area” of the balance sheet to address the situation.

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