Gee is a credit market specialist, Katchay is a product manager for
contact management and collaboration, and Thakkar is a product
manager for core fixed-income analytics, all at Bloomberg in New York.key features of the NOTE function is that when you create one on
a single bond, that information can propagate across all of the
issuer’s securities. If you make a note on the CVS 5.05s maturing
in 2048, it will show up when your trader is pricing the CVS 4.3s
that mature in 2028—in effect, adding human color throughout
the capital structure. Here’s how to make sure that’s set up for
your team (FIG 3).
- Finally, to download the sample Launchpad view that will let
your team work together on a list of bonds—for example, the debt
your portfolio manager wants to start allocating to—go to
{LPSV 204}. Click OK in the Save As window to save it as
a Launchpad view called 2020 FI Credit (FIG. 4). On the left side
of this Launchpad is a Fixed Income Worksheet (FIW) component
you can use to examine the focus list of bonds your portfolio
manager has created. The leftmost column of this FIW displays
“Note Indicator” icons that let you know when someone on your
team has created a note. White indicates you’ve already opened
it; yellow indicates you haven’t read it yet.
The FIW component is linked to the analytical components
on the right side of the view: DES, YAS, Trade History (TDH), Quote
Manager (QM), Relative Value (FIRV), and so forth. For a demo,
contact your Bloomberg representative. Look for further articles
in this series in the future. —With Nick SullivanThis column lets you
see when you have
notes related to one of
the bonds on your list.
A white icon indicates
that you have notes.Fig. 3 Run {NOTE <GO>}, click on the Settings button on the red toolbar,
then in the Notes Settings window, click on the Search tab.Fig. 4 This Launchpad template includes a Fixed Income Worksheet (FIW) component
that’s linked to a Description page component and other analytical components such as
Yield & Spread Analysis (YAS).By default, notes are
grouped for these
asset classes. A note
on a corporate bond,
for example, will be
tagged to the issuer’s
other securities
as well.A yellow icon
alerts you to a shared
note you haven’t
opened yet.Click on the notes icon
in an analytical
function to open
a note.32