During periods featuring low-interest rates and uncertain creditworthiness by debtors, investors are regularly faced with serious challenges involving fixed income investments. Under such conditions, using an experienced fixed income research partner like Research Optimus can serve as a practical and effective research solution.
The fixed income research services provided by Research Optimus are always tailored to fit the specific needs of each client — banks, thrifts, credit unions, institutional clients, arbitrageurs, hedge funds, regional broker-dealers, insurance companies and other fixed income investors. We provide access to a top-rated primary dealer service, especially important when our investment partners are buying and selling fixed income investments involving multiple countries across the globe.
Bond markets continue to be influenced by monetary policy and macroeconomic factors that can differ widely from one country to another. Research Optimus provides both timely policy commentaries and new investment ideas that can help our clients produce superior risk-adjusted returns in a shifting geopolitical investment environment.
Whether you are seeking up-to-date insights about relatively risk-free government bonds or higher-risk corporate debentures, Research Optimus can help you maneuver through the current low-interest rate environment while preparing for the possible future return of a higher interest rate and inflationary investment climate. We help our clients "check all of the boxes" and more when making fixed income decisions — compliance, due diligence, credit risks, transparency, variable country risks and primary research as needed. The following paragraph provides an overview of specific fixed income research services offered by Research Optimus.
The research expertise of Research Optimus encompasses a wide spectrum in the fixed income area — here are 17 ways that we are prepared to help fixed income investors:
We provide high-impact research, commentaries that address global political events and insightful analysis of changes in central bank and fiscal policy changes to facilitate timely adjustments to fixed income investment strategies.
Research Optimus cultivates and maintains strong working relationships with government officials and senior level corporate decision makers that contribute to original research and insights impacting buy side and sell side investment decisions.
By mining and analyzing massive amounts of data, our research team uncovers new investment ideas that often challenge traditional thought in a stagnant interest rate environment.
Research Optimus can efficiently provide thorough coverage of macroeconomic trends, global interest rates, sovereign debt, FX markets and economic indicators in different countries.
Our team of fixed income research experts can help investors adjust geographic asset allocation by providing detailed insights into emerging markets such as Latin America, Africa, the Middle East, Eastern Europe and BRIC countries (Brazil, Russia, India, and China).
Research Optimus provides global product research that encompasses the growing variety of new and hybrid fixed income instruments such as securitized products, alpha strategies, inflation-hedged products, and leveraged finance instruments.
Evaluating legal and regulatory requirements is a critical piece in assessing fixed income opportunities in areas as diverse as industrialized western markets and emerging economies, and the Research Optimus team includes experts that constantly monitor legal developments.
Depending on client communication preferences, we can deliver daily, weekly, monthly or quarterly analyses that address market trends, events and regulatory changes impacting fixed income investments.
To cater to the unique needs of each client, we provide customized fixed income research reports that address specialized needs and investment goals.
When clients need a more in-depth look at issues such as banks, financial regulation and thematic research (like macro themes), Research Optimus can provide a detailed study.
Our emphasis in analyzing credit ratings is to focus on the rationale behind the ratings provided by Moody's, Fitch and Standard and Poor's so that investors can make a more informed decision than is possible by simply following institutional advice from credit rating agencies.
Our research team can help banks, insurance companies, thrifts and credit unions of all sizes to increase earnings while performing due diligence and managing interest rate risks.
To support funding and lending strategies, Research Optimus can develop future performance models that incorporate duration matching, stress tests, budget planning, capital structure analysis, cash flow modeling, sovereign and corporate debt analysis and rating forecasts.
We provide realistic convertible bond valuations that combine the fair value of the straight bond and the option (by conversion) value by using credit spreads, implied volatilities and advanced forecast models that include key performance drivers.
The fixed income experts of Research Optimus can support your accounting team by providing current information about fixed income accounting regulations in different political jurisdictions.
We can provide reports based on technical indicators such as trend lines and trading patterns that can impact fixed income market movements in bonds, convertibles, yield curves, and spreads.
To give both sell side and buy side investors a clear understanding of risk and credit quality issues, Research Optimus can provide detailed surveillance and debt analysis regarding municipal bond issuers such as cities, hospitals, public utilities, regional development authorities and other public agencies.
As you evaluate your fixed income research choices, here are the major benefits of selecting Research Optimus as your partner:
In the current low-interest rate investment climate, investment firms are typically faced with a limited number of options for improving the bottom line. However, reducing the cost of fixed income research while improving timeliness and quality can be a winning combination — Contact Research Optimus today for practical way to do all three. Contact Us
Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.
ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.
Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.
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