Credit Analysis Models

Free CFA Level II lesson in Fixed Income. 12 min read, ~1,791 words.

Structural (Merton): equity = call option on firm assets. Default when assets < debt at maturity. Reduced-form: default is a surprise event. Hazard rate lambda = spread / (1 - recovery). Cumulative PD over T years = 1 - e^(-lambda x T). Not lambda x T (that is the linear...

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