FGA Research
Fixed-income solvency surveillance · Q2 2026

The index did not move.Half the book did.

Corporate solvency study for the second quarter of 2026, covering hundreds of issuers across the European and global credit universe, each measured on the same criteria and compared with its own position a year earlier.

The average of a credit book is the number that reassures most and informs least. This study opens it up.

50%
of issuers saw their solvency
deteriorate over the year
1.5×
the weight of the typical fall
versus the typical rise
14%
of the universe sits in the
alert band of solvency
14%
33%
34%
18%
AlertWeak ModerateSolid
Independence · Conviction · Est. 2006Document addressed to institutional and professional investorsFGA Research · tied agent of Miraltabank
Who we are · what we do

We monitor the solvency of a credit portfolio, name by name

FGA Research is an independent research firm and a tied agent of Miraltabank. We do one thing in fixed income: measure the credit health of a portfolio’s issuers every quarter on our own consistent, comparable criteria, and deliver an actionable read before the deterioration becomes consensus.

We measure

A solvency score per issuer built on six fundamental dimensions and three risk lenses with published literature behind them. The same scale for every name and every quarter.

We monitor

Every quarter, across the client’s universe: bands, ranking, prioritised watchlist and change alerts between cuts. Not a snapshot: the trajectory.

We explain

Report and a reading session with your team. Where the relative risk sits, which names are turning and which specific dimension is driving it.

What a client receives each quarterWhat it solves
Solvency mapScore, band and ranking for every issuer on a single comparable scale
Prioritised watchlistDeteriorations and turns, with the flags of the three lenses and the reason for each
Change alertsThe names starting to turn between cuts, before it becomes obvious
Sector and macro readWhere your relative risk sits and where the alpha is, in cycle context
Report and sessionOur own document plus a reading session with the investment or risk team
Who this system works for
CIOs and multi-asset
Control of aggregate and name-level credit risk within a single framework comparable across portfolios and quarters.
Fixed-income managers and insurers
Selection and rotation ahead of the rating, and portfolio defence against deterioration not yet in the price.
Treasuries and family offices
Counterparty and portfolio surveillance without building or maintaining the system in house.
Why this matters

The cost is not in watching. It is in not watching

A solvency aggregate that does not move is an invitation not to look. It is the most expensive signal in credit, because the deterioration does not stop: it accumulates in specific names while the average nets them out.

What the aggregate suggests

“The average solvency level of the book is flat. Nothing has happened.”

What appears when you open it

“Half the issuers deteriorated, and the falls weigh 1.5 times the rises.”

Both statements describe the same universe over the same period. Neither is an opinion: they are two ways of looking at the same data, and only one of them is actionable.

What deterioration looks like when you watch it in time

A real case from the FGA panel, identity withheld. A small-cap utility issuer enters surveillance in the upper part of the intermediate band and crosses two full bands in five quarters. Its sector median stayed stable throughout: the sector average never showed anything.

Q1
Enters surveillance. No flags.
Q2
Cash and coverage give way.
Q3
First change alert: the level does not reflect it yet.
Q4
Crosses into the weak band. The agency holds the rating.
Q5
Crosses into the alert band. The spread starts to price it.
The uncomfortable arithmetic

A single fallen angel nobody saw coming can offset years of carry across a whole portfolio: once investment grade is lost the bond stops being eligible for part of the market, the sale comes forced and at the worst moment, and the impact is not spread — it concentrates in the position and in the quarter.

The probability is low; the loss is not. That asymmetry turns surveillance into cheap insurance: a single position avoided in time justifies monitoring all the others.

The back-test

Almost nobody publishes their confusion matrix

We tested the system against the history of agency ratings: several hundred issuers over eight years, one agency per issuer so scales are never mixed, and the test adjusted for publication date — it only sees up to the quarter before the rating action. Without that adjustment any credit back-test produces spectacular results and is worth nothing.

We also publish where it does not work

The downgrades the system did not anticipate are documented one by one with their verified cause: a leveraged buyout, two large debt-funded acquisitions, the seizure of a subsidiary by a foreign government and the 2020 shock. No analysis of financial statements anticipates a corporate transaction, because the leverage jump is not in the previous quarter’s balance sheet. We publish it because it defines the perimeter of the tool.

The agency downgraded
The agency did not
The system warned
14
correct
7
false alarms
The system stayed silent
9
misses
54
correct
gross sensitivity
88%
organic sensitivity
89%
specificity

Gross sensitivity answers “of all the downgrades that happened, how many had we flagged?”; organic sensitivity asks the same of downgrades whose origin was on the balance sheet. Specificity is the one almost nobody publishes and the one that prevents cheating: of every ten issuers the agency left untouched, the system stayed silent on almost nine.

The quarter

The aggregate did not move. Half the book did

Hundreds of issuers measured across 24 sectors with sufficient sample. Over twelve months, 44% improve and 50% deteriorate. A split that looks neutral in number and is anything but in magnitude: the typical fall weighs 1.5 times the typical rise, and 17% of the universe suffers a severe setback against 7% posting an equivalent improvement.

Technology

One of the strongest levels in the universe and the worst trajectory of the 24 sectors: 83% of its issuers deteriorate. This is not distress, it is deterioration from a high level — and at that breadth, it is not noise.

Insurance

Also 83% falling, and the highest density of system flags: accounting-quality signals and factor convergence in the same share of the sector.

Banking

The largest block and the lowest average level, with 44% in the alert band, but a flat trajectory and the lowest internal dispersion in the book: a level problem, not a trend problem.

At the other end, mining and steel and oil and gas lead with three of every four issuers improving, and the highest absolute level in the universe sits in aerospace and defence.

An uncomfortable note on our own method

A back-test measures consistency over data that has already happened. It is not a promise about what comes next. We publish it because the publication adjustment makes it reproducible and because the misses come with a named cause, not because it guarantees anything. Past results do not imply future results and, in this case, that sentence is not legal boilerplate: it is the conclusion of the exercise.

Who is doing the measuring

Our own criteria, with an auditor’s craft behind them

start of the
proprietary series
of consistent method
with no change of criteria
years of team experience in credit,
audit and markets

FGA Research & Advisory is an independent firm doing one thing on three fronts: reading complex systems ahead of consensus and saying what we see, with the data in front of us. FGA is a tied agent of Miraltabank.

The audit background is not CV decoration: two of the system’s three risk lenses come from it. Telling profit apart from cash is a craft.

Francisco Salvador has spent more than twenty-five years reading market cycles and has worked with artificial intelligence since 2001, when he founded Tailored Market Monitor, one of the first Spanish research firms built on AI. Before FGA: Arthur Andersen, Santander, Ahorro Corporación, Venture Finanzas, Mirabaud, M&G Valores and Rentamarkets. MBA from IESE (exchange at Kellogg). Ranked by Extel and StarMine.

The full study

We send it to you by email

Seventeen pages: the method, the back-test with its four layers and explicit denominators, the full matrix, the misses with their cause, the 24-sector map entirely in percentages and the annex of declared limits. It identifies no issuer and no portfolio.

There is no direct download: we email it to that address within minutes.

What is inside
  • The conclusions of the quarter, first
  • The method and what a client receives
  • The full back-test: four layers, matrix and misses
  • The 24-sector map, entirely in percentages
  • The limits of the exercise, declared
  • How it applies to a specific portfolio
Done

The study is on its way to your inbox.
What it does not carry is the page on your own issuers.

You have just requested the method applied to our own analysis book. For yours there is no PDF worth having: there is a surveillance mandate, quarter after quarter, calibrated by hand against your sector.

A single position avoided in time pays for years of surveillance. That is the whole arithmetic, and it is measured on page 4 of the study you are about to receive.

01
A thirty-minute conversation
Which universe you want monitored, under what mandate and at what cadence. No commitment and no sales deck.
02
Scope proposal
Number of issuers, deliverables, frequency and fees. On a single page, so you can decide.
03
First read
Once the scope is agreed, from your universe to the first read in days: solvency map, watchlist and a session with your team.

The specific names are not in the study. They are in the mandate, over your universe and with the system in front of us.

We take a limited number of mandates each quarter, because every calibration is done by hand. The next cut-off is Q3 2026.

Book thirty minutes

Or reply to the email you are about to receive telling us how many issuers your universe holds: we will come back with scope and fees on a single page, with no call needed first.

Solvency surveillance · FGA Research, tied agent of Miraltabank