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Many investors are getting nervous and are having sleepless nights due to CDO, ABS and other derivatives problems.
Expert Advice from Schmidt Research Partners ...Estimates vary, but assuming any CDO issued since early 2005 is suspect (FT, June 29, 2007) ..Perhaps you could need independent expert advice at this difficult point in time?
The FT writes (www.ft.com)
Quote: Debt markets
Published: June 29 2007 19:31 | Last updated: June 29 2007 19:31
Somewhere amid the vast numbers, endless acronyms and queasy insistence from the specialists that nothing major has gone wrong, there is a sense of crisis in the credit markets. The “high tech” parcelling of overvalued junk debt, such as subprime mortgages, into opaque and thinly traded instruments has already led to several hedge fund blow-ups. Is there a systemic threat waiting to erupt? One potential epicentre is collateralised debt obligations, packaged structures ultimately backed by forms of debt such as loans, bonds and especially mortgages. Estimates vary, but assuming any CDO issued since early 2005 is suspect, the exposure to subprime mortgages is about $350bn. Assuming the value of this collateral has fallen by, say, 20 per cent, the total loss would be about $70bn. Unquote
How about your portfolio? Do you hold any PIK, CDO, ABS or RMBS? Perhaps you could need independent expert advice at this difficult point in time?
We are a small, independent firm and with longstanding expertise in the more complex and exotic parts of financial markets, i.e. derivatives, hedge funds and structured finance. We health check portfolio and individual positions, such as structured credits (CDOs, ABS et al) .
We treat all enquiries strictly confidential.
If you have a question on CDS, CDO, HF or want to know more about us, please contact me directly.
Jacob H Schmidt
CEO, Schmidt Research Partners Ltd
Director, SFP-International Ltd.
Adj. Professor, Derivatives and Investments,
+44-20-7723-8060
Skype: schmidt.research.partners
Last Update: 18/12/2008
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