medium · Debt Capital Markets credit-ratings-risk

Why does a 'fallen angel' typically experience a sharp spread widening upon being downgraded to Ba1/BB+?

  1. The company's probability of default has increased exponentially in a single day.
  2. High-yield investors demand a higher liquidity premium for any bond with 10 years to maturity.
  3. The issuer is required to pay a higher coupon immediately due to a rating trigger.
  4. Forced selling by mandate-constrained investors who can only hold investment-grade debt.

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