EFTA01385288.pdf

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3 January 2018 HY Corporate Credit HY Multi Sectoi,Media, Cable & Satellite (32% in 2016). Understandably, given their cost of capital, term loans were again the preferred issuance type at 520.9bn (83% of total) up from S15.9bn (73% of total) in 2016. Turning to homebuilding, 2017 YTD brought 23 deals (up from 8 in the year ago period) on $8.1bn of notional. This was an increase of 207% y/y. HY Relative Performance Figure 22. DB HY Index vs. DB HY Real Estate Index Figure 2S. DB hi? indices OAS (OAS) DB HY Index OAS vs DB KY !maces OAS 06 HY RAY En 14•547 OAS (2017 YTD) (2017 YT0 500 iao too 'so Go 400 i litlqg „potnoim II licio): 3S0 700 9:" 600 200 III ISO 100 ,,,,f,,,,,,, —Ma • OAS —DEWY. RE 043 Obo 661441 NM BB — 01114VB 015 HY CCC111170) Sam Dands• Bre, basvarpFinry•LP Sane Cando•AbrtabararpPineLP [Figure 24: BB-HY vs. BB-RE (OAS) IFigure 25: B-HY vs. B-RE (OAS) Figure 26: CCC-HY vs. CCC-RE (OAS) Min 666041vi C•111NOM 0411.11003a OS Mt 1003 CONY COG O4trt. OP Ott Ott Da Gal VIVI criblriTte (2011Y1t9 , Ice i AD 1 Qn A xe YA Ice SO SO %AO Aelsse/4, 461/401 sageota . 44>P4A404.5 -card 070.4 4)/ 471/ 4/ 44 1/ 14 1 479, S'arir Dan* ant acne/ vacs LA 1 tan. Daectrark IleembvpNew LO J San. Dana, ABA (aorta" fan LP Deutsche Bank Securities Inc. Page 13 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0086572 CONFIDENTIAL SDNY_GM_00232756 EFTA01385288
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EFTA01385288
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