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| 达伦·胡克（Darren Hook＆Team） |
| 巴克莱 |
| “他们将自下而上的分析与宏观环境联系起来，这对于信用分析师来说是不寻常的。” |
在Pinnacle首次亮相是巴克莱的伦敦二人组达伦·胡克（Darren Hook），41;他还与Christophe Boulanger共同担任投资级制造/通用工业的顶级团队。“他们不怕表达独立的观点。”英国的一位资产经理确认：7月，该团队告诉客户，卢森堡体重不足的钢铁巨头Arcelormittal，尤其是其2017年和2018年欧洲债券的票据，引用了过于责任感。in the industry, the company’s overleveraged balance sheet and a likely downgrade from the credit ratings agencies. Sure enough, the following month Standard & Poor’s lowered ArcelorMittal’s bonds to junk status; Moody’s Investors Service followed suit in November. From the July warning through November’s reduction in credit status, the bonds delivered excess returns of –57 basis points; during the same period the Pan-European Credit Index delivered excess returns of 367 basis points. “Their detailed, frequent research focuses on aspects that few other analysts even seem to notice,” hails one portfolio manager in London. Hook joined Barclays in 1998 after earning a doctorate in clinical medicine at England’s University of Oxford.- 本·马特林（Ben Mattlin） |
