| |
|
Investment Research
Tradition's Equity Group analyzes the relationship between the Credit Default Swap (CDS) and equity
markets. In particular, we identify situations where CDS spreads and equity prices diverge outside
of their normal inverse relationship and apply our analysis and testing to predict future equity performance. Tradition's equity team has an extensive track record in picking equity ideas based
on CDS data. Our experience shows that the CDS market can be extremely successful in identifying
the likely reaction, both positive & negative, that can be expected from the underlying equity.
|
|
|
