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Know More. Risk Better.
Know More. Risk Better.Strategy Global Market Update: 2026 OutlookThis week “Know More. Risk Better.” delivers a comprehensive 2026 Global Strategy Outlook, featuring expert analysis across US, European, Emerging Markets, and APAC credit sectors. CreditSights Global Strategy team opens with a review of macro and policy trends, including US growth slowdown, Fed rate cut trajectory, proactive ECB action, and regional fiscal stimulus. Speakers examine credit fundamentals, spread forecasts, and sector performance, highlighting drivers such as labor market fragility, tariff volatility, and AI-driven issuance.   The team discusses implications for investment grade, high yield, and leveraged finance, as well as EM sovereign and local currency bonds, outlining risks and oppor...
2025-11-241h 01Know More. Risk Better.
Know More. Risk Better.25 for 25: The Future of Credit Research: Looking to the Next 25 YearsSpecial Edition Podcast Mini Series: 25 for 25: E5 In the finale of our 25 for 25 series, Winnie Cisar and Zachary Griffiths host CreditSights Co-Heads Erin Lyons and Matt Zloto to explore the future of credit research. They discuss AI’s role in improving efficiency and expanding coverage, the rise of private credit and related regulatory implications, and why people-powered insights and skeptical analysis still matter - plus how CreditSights is investing in talent and purpose-built tools to cut through noise and deliver actionable ideas.
2025-09-3025 minKnow More. Risk Better.
Know More. Risk Better.25 for 25: Power in Partnership: Collaboration Across BusinessesSpecial Edition Podcast Mini Series: 25 for 25: E4 Winnie Cisar and Zachary Griffiths host a special 25th anniversary roundtable with Tony Canale, Luke Millar, Andrew Maier, and Beau Kuhn exploring how collaboration across the CreditSights and wider Fitch family creates investor advantage. They break down how news flow from LFI, covenant insights from Covenant Review, fundamental analysis from CreditSights, and data standardization from Bixby combine to deliver what Beau calls "the power of three plus data and analytics." Expect candid insights on how human expertise remains the essential differentiator in an increasingly data-driven world, plus a...
2025-09-2931 minKnow More. Risk Better.
Know More. Risk Better.25 for 25: Navigating Credit Crises: Lessons from Industry VeteransSpecial Edition Podcast Mini Series: 25 for 25: E2 Hosts Winnie Cisar (Global Head of Strategy) and Zachary Griffiths, CFA (Head of US IG & Macro Strategy) are joined by Chris Snow (Global Head of Research), Pramod Shenoi (Head of Asia Pacific Research; Head of Financials, APAC), Brian Studioso (Head of Research, Europe) to discuss navigating credit crises. The conversation explores how experience and disciplined analysis shape CreditSights’ response to market shocks - from the Global Financial Crisis and COVID-19, to policy-driven volatility. The team weighs speed-to-market versus quality, emphasizes management quality and disclosure, and examines liquidity dynamics (“sell...
2025-09-1522 minKnow More. Risk Better.
Know More. Risk Better.25 for 25: Origins & Evolution: The CreditSights JourneySpecial Edition Podcast Mini Series: 25 for 25: E1 Hosts Winnie Cisar (Global Head of Strategy) and Zachary Griffiths, CFA (Head of US IG & Macro Strategy) sit down with European veterans Simon Adamson (Head of European Financials), Andy Belton (Head of European Basics & Infrastructure), and Andrew Moulder (Head of European Utilities) to explore the origins and evolution of independent credit research at CreditSights. The conversation revisits the founding vision, the launch of our London office, and defining moments from the Global Financial Crisis. The team discusses why cash flow analysis remains core, how relative value migrated from...
2025-09-0830 minKnow More. Risk Better.
Know More. Risk Better.From Taipei to Hong Kong: Investor Positioning, Crowded Trades & RisksSeason 9, Episode 08 This week on “Know More. Risk Better.” Winnie Cisar goes global with Zerlina Zeng, CreditSights’ Head of APAC Credit Strategy, fresh from meetings in Taipei and Hong Kong. They break down how Asian lifers, bank treasuries, private banks, and hedge funds are positioning across USD, EUR, and local markets. Topics: cash-rich backdrops, high funding costs, tight spreads, and why investors prefer duration over credit risk; Fed cuts, long-end Treasuries, and curve steepening; USD vs. AUD/SGD/CNH flows and hedging costs; crowded trades in DM financials and GCC banks; two-way risk in Japanese lifers’ debt; China ma...
2025-09-0635 minKnow More. Risk Better.
Know More. Risk Better.Powering AI: Data, Utilities & DemandSeason 9, Episode 07 This week on the “Know More. Risk Better.” podcast, host Winnie Cisar brings together CreditSights’ dream team—Andy DeVries, Jordan Chalfin, Andy Li, and Erick Vega—for an energetic roundtable on all things AI, data centers, and the infrastructure boom reshaping the tech landscape. The team tackles the hyperscaler spending spree, the race to build out data centers, and the unprecedented electricity demand that’s shaking up the utilities sector. Winnie and her guests debate whether we’re headed for overbuild or opportunity, share insights on how private credit is fueling the AI gold rush, and weigh in on risks—fr...
2025-08-2950 minKnow More. Risk Better.
Know More. Risk Better.Refinancing America: A Bond Vigilante’s ViewSeason 9, Episode 03 This week on the “Know More Risk Better” podcast, Zachary Griffiths, Head of US Investment Grade and Macro Strategy at CreditSights, welcomes Gordon Tsui, Managing Director and Head of Fixed Income at Ping An, for a candid conversation on the intersection of policy, markets, and global capital flows. Drawing on decades of experience across Asian and US institutions, Gordon unpacks the rise of the “bond vigilante” mindset, evaluates the fiscal and monetary policy mix in today's US market, and explains why Treasury supply and refunding are now as market-moving as FOMC meetings. The discussion spans everythi...
2025-07-3136 minKnow More. Risk Better.
Know More. Risk Better.Transatlantic Shifts: Navigating Credit, Growth & Policy in the US and EuropeSeason 9, Episode 2 This week on the “Know More Risk Better” podcast, Logan Miller, Head of European Strategy at CreditSights, and Zachary Griffiths, Head of IG & Macro Strategy, are joined by Cedric Chahab, Chief Economist at BMI, for a sweeping discussion on the forces shaping global credit markets as we enter the second half of 2025. The trio examines why European markets are riding a wave of optimism—even as underlying growth remains tepid—and how US markets compare amid fiscal stimulus, banking reform, and policy uncertainty. They dig into the impact of tariffs, potential risks from Fed independence debates, and the evol...
2025-07-2538 minKnow More. Risk Better.
Know More. Risk Better.Global Strategy Outlook: 3Q25/1H26The Global Strategy Team at CreditSights kick off our new series with an extra long episode casting a timely look ahead at US, Euro, and EM Sovereign credit as we enter 2H25 and set our sights on early 2026. Our global strategy team consists of Winnie Cisar, Global Head of Strategy, Zachary Griffiths, Head of IG & Macro Strategy, Logan Miller, Head of European Strategy, Regis Chatellier, Head of EM Sovereign Strategy & Zerlina Zeng, Head of Asia Credit Strategy. Join our experts as they break down the latest macro trends, sector fundamentals, and market catalysts shaping these regions, highlighting actionable risks...
2025-07-1759 minKnow More. Risk Better.
Know More. Risk Better.Making Hay While the Sun Shines: Loan Markets, Rates, and M&A OutlookThis week on the “Know More Risk Better” podcast, Winnie Cisar, Global Head of Strategy at CreditSights, is joined by Kerry Kantin, US Bureau Chief for LFI, to examine the pulse of the broadly syndicated loan (BSL) market as we approach the second half of 2025. They dive into the factors driving BSL activity, from macro volatility and tariff headlines to the technical dynamics fueling tight spreads and strong investor demand. The conversation explores the cautious optimism among investors, the impact of Fed policy expectations, and why the much-anticipated M&A and LBO wave remains on hold. Kerry also discusses crea...
2025-06-2626 minKnow More. Risk Better.
Know More. Risk Better.Euro Telcos: Taking Stock of the TurnaroundThis week on the “Know More Risk Better” podcast, Logan Miller, Head of European Strategy, is joined by Mark Chapman, Senior Analyst and Head of European Telecom and Media Sectors at CreditSights, to explore the evolving landscape of European telecommunications. They discuss the sector's turnaround since 2019, driven by increased demand during the pandemic and a shift towards fiber technology. The episode also covers the impact of macroeconomic factors, competitive dynamics, and M&A trends on the sector. Ideal for those seeking a comprehensive understanding of current telecom trends and potential risks, this episode is a must-listen for anyone interested in E...
2025-06-1226 minKnow More. Risk Better.
Know More. Risk Better.The Future of American Exceptionalism: Macroeconomic Insights and ImpactsThis week on the "Know More Risk Better" podcast, Winnie Cisar, CreditSights Head of Strategy, is joined by Cedric Chehab, Chief Economist at BMI, and co-host Zach Griffiths, Head of U.S. Investment Grade and Macro Strategy at CreditSights. Together, they delve into the complex dynamics of the global macro landscape. This episode explores significant de-escalations in US trade tensions with the UK and China, highlighting potential boosts to growth and easing inflation concerns. Gain insights into the US dollar's recent fluctuations and their implications for global financial conditions. Discover how fiscal policies and deregulation could sustain...
2025-05-1536 minKnow More. Risk Better.
Know More. Risk Better.Investment Insights from Hong Kong and MacauIn the latest episode of "Know More, Risk Better," host and CreditSights Global Head of Strategy, Winnie Cisar, is joined by Zerlina Zeng, CreditSights Head of Asia Strategy, for a captivating discussion about Zerlina's recent trip to Hong Kong and Macau. Dive into the strategies top investors are using to navigate market volatility and their shift towards more defensive positions. Uncover the effects of US-China trade tensions and high rates volatility on global investment sentiment. This episode delves into opportunities in high-yield China industrial names and Hong Kong property, providing a fresh perspective on managing risks and finding value...
2025-05-0834 minKnow More. Risk Better.
Know More. Risk Better.Insurance Portfolio Review with Josh EsterovTune in to the latest episode of the "Know More, Risk Better." podcast, hosted by Zach Griffiths. This week, he is joined by Josh Esterov, CFA, Head of Insurance at CreditSights. Together, they delve into the rising influence of private credit in insurance portfolios and discuss how private equity is reshaping the industry through higher yields and innovative strategies. Explore the significant shift from commercial real estate to residential mortgages and gain insights into the dynamic risk transfer market. This episode provides a comprehensive look at the opportunities and challenges redefining insurance investments. Don't miss this engaging and insightful...
2025-05-0127 minKnow More. Risk Better.
Know More. Risk Better.South and Southeast Asia CorporatesIn this week's episode, host Winnie Cisar and CreditSights Head of South and Southeast Asia Corporates, Lakshmanan R., delve into the world of Indonesian corporates. Discover how evolving fiscal policies are creating uncertainty in the Indonesian market, the outlook for economic fundamentals in South and Southeast Asia given the mix of trade and tariff uncertainty, where corporate governance concerns persist and impacts on access to liquidity, and our views on opportunities in the corporate hybrid universe.
2025-03-2736 minKnow More. Risk Better.
Know More. Risk Better.Two Sessions + Tariffs = 4.7% GDP for China in 2025In this week's episode, host Zachary Griffiths and CreditSights Head of Asia Strategy, Zerlina Zeng discuss insights from China's recent Two Sessions meetings. They explore China's GDP growth target of 5% for 2024, fiscal policies, and the impact of U.S. tariffs. Zerlina highlights challenges such as overcapacity, export headwinds, and considers potential fiscal measures. The conversation also covers the implications of tariffs on various Asian markets, particularly South Korea, and the cautious sentiment towards credit risk amid U.S. policy changes. Tune in for a comprehensive analysis of Asia's economic landscape and geopolitical dynamics. 
2025-03-2026 minKnow More. Risk Better.
Know More. Risk Better.Understanding Market Volatility: Insights on Loans and Private CreditIn this episode of the Know More. Risk Better. podcast, host Winnie Cisar, Global Head of Strategy at CreditSights, sits down with Kerry Kantin, U.S. Bureau Chief at LevFin Insights, to discuss the current state of the loan and private credit markets. They delve into recent market volatility, the dynamics between broadly syndicated loans and private credit, and expectations for M&A activity in 2025. Kerry shares insights on how economic conditions and interest rates are shaping market trends and what issuers and investors can expect in the near future. Don't miss this insightful conversation on navigating complex financial...
2025-03-0628 minKnow More. Risk Better.
Know More. Risk Better.Strategic Outlook 2025: Navigating Risks in European Industries In this week's episode of CreditSights' "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy, is joined by Andy Belton, Head of Basics and Infrastructure. They dive into the challenges facing European basic industries in 2025, focusing on the potential impact of U.S. tariffs under the Trump administration. The discussion covers defensive investment strategies, sector-specific risks, and how companies are navigating geopolitical uncertainties. Tune in for expert analysis on market positioning and the future of key subsectors like paper and packaging, building materials, metals and mining, and chemicals.
2025-02-1335 minKnow More. Risk Better.
Know More. Risk Better.Navigating the Healthcare Maze: Pharma and Hospitals in 2025Dive into the latest episode of the Know More. Risk Better. podcast with host Winnie Cisar and guest speaker Eric Axon, as they unravel the complexities of the healthcare sector in 2025. From the evolving dynamics in the pharma industry, including upcoming losses of exclusivity, Medicare price negotiations and M&A activities, to the operational challenges faced by hospitals amid regulatory changes, this episode provides a comprehensive overview. Gain insights into the key factors influencing investment-grade and high-yield markets and explore the potential impacts of legislative and regulatory risks in the year ahead. Whether you're curious about pharma innovations or...
2025-02-0633 minKnow More. Risk Better.
Know More. Risk Better.The Future of Oil: Exploring Tariffs and Supply ChallengesIn this episode of the Know More. Risk Better. podcast, host Zachary Griffiths engages with Rory Johnston, founder of Commodity Context, to explore the complexities of the oil market in 2025. They delve into the potential impacts of U.S. tariffs on Canadian oil, the implications of Trump's energy policies, and the broader trends in global oil supply and demand. Rory Johnston provides expert analysis on how these factors are likely to influence oil prices and market stability in the coming year. Tune in to gain a deeper understanding of the forces shaping the oil industry and what to expect...
2025-01-3057 minKnow More. Risk Better.
Know More. Risk Better.Trump 2.0: Navigating the US-China Policy ShiftsIn this insightful episode of the Know More. Risk Better. podcast, host Zachary Griffiths and guest speaker Zerlina Zeng delve into the early indications of Trump's inauguration speech and how it affects their expectations for US-China trade relations. They discuss how Trump's more gradual approach toward tariffs on China, has calmed market concerns, at least for now. While there has been plenty of focus on what the Trump administration will do, they explore the various tools at China's disposal and consider potential retaliatory measures that could influence global markets. Zerlina shares her outlook on China's economic growth, the role...
2025-01-2327 minKnow More. Risk Better.
Know More. Risk Better.EM Sovereigns: Riding the Waves of ChangeExplore the dynamic landscape of emerging market sovereigns in the latest episode of the Know More. Risk Better. podcast. Winnie Cisar, Global Head of Strategy at CreditSights, and Regis Chatellier, Head of EM Sovereign Strategy, delve into the standout performance of EM sovereigns in 2024 and the outlook for 2025. They discuss the surprising strength driven by key high-yield countries and the potential challenges ahead, including US trade policies, geopolitical risks, and fiscal deficits. With insights into market valuations and strategic recommendations, this episode provides a comprehensive overview of the opportunities and risks in the EM sovereign space. Tune in to...
2025-01-1626 minKnow More. Risk Better.
Know More. Risk Better.Terrific Tariffs: Unpacking Economic ImpactsIn this insightful episode of the Know More. Risk Better. podcast, Winnie Cisar, Global Head of Strategy at CreditSights, and Cedric Chehab, Chief Economist at BMI, delve into the complex world of tariffs and their economic implications. The discussion navigates the potential effects of US tariffs on global markets, the paradox of a strong dollar, and the evolving landscape of US economic policies. With a blend of expert analysis and engaging dialogue, this episode offers a comprehensive look at how these factors could shape the financial future. Join Winnie and Cedric as they explore whether tariffs are terrific, terrible...
2025-01-1442 minKnow More. Risk Better.
Know More. Risk Better.2025 Kickoff: Navigating New Market WavesOn the latest episode of CreditSights' Know More. Risk Better. podcast, Zachary Griffiths and Logan Miller join host Winnie Cisar to kick off the 2025 season. They explore the pivotal market dynamics expected to shape the year, focusing on fiscal policies, global trade challenges, and evolving economic conditions. The team shares their perspectives on the potential impacts of these factors on both U.S. and European markets. This episode sets the stage for an insightful year, providing listeners with expert analysis to navigate the complexities of 2025. Tune in to gain valuable foresight and stay informed!
2025-01-0933 minKnow More. Risk Better.
Know More. Risk Better.Season 7 Finale: Framing Up 2025In the season finale of the "Know More. Risk Better." podcast, Winnie Cisar welcomes back Zach Griffiths to dive deep into post-election market dynamics. They tackle topics like market optimism, inflation risks from tariffs, the potential impact of Republican policies, and how policy shifts could reshape 2025. Are the markets too optimistic? What hidden risks could be lurking around the corner? Don't miss this insightful and action-packed wrap-up episode!
2024-11-1428 minKnow More. Risk Better.
Know More. Risk Better.Navigating Post-Election Markets: Credit, Autos, and Central BanksIn our latest podcast episode, we dive into the significant market changes following the U.S. election, marking the end of 2024. With Trump’s surprising comeback and Republican gains in the Senate, we break down what this means for the markets. Join Logan Miller and our esteemed autos team as they discuss corporate credit markets, central bank actions, and the global auto sector's reaction to political shifts. Stay tuned for expert insights and market predictions.
2024-11-1257 minKnow More. Risk Better.
Know More. Risk Better.Post-Election Reaction: Market Trends Following Trump's ComebackDon't miss this special U.S. election reaction episode of the "Know More. Risk Better." podcast! Host Winnie Cisar welcomes Connor Beakey from BMI and Mark Lightner from CreditSights for an in-depth discussion on the market's response to former President Trump’s return and the likely Republican win in Congress. Discover the economic impacts, including the S&P 500 surge, rising U.S. Treasury yields, and a stronger U.S. dollar. Plus, get the latest insights on deregulation, corporate tax changes, tariffs, and global trade implications. Tune in for expert analysis and future predictions you won't want to mi...
2024-11-0735 minKnow More. Risk Better.
Know More. Risk Better.US Election 2024: Legal Perspectives and PredictionsIn this week’s episode of CreditSights’ “Know More. Risk Better.” podcast, host Winnie Cisar is joined by Mark Lightner, Head of Special Situations Legal Research. Together, they delve into the legal issues coming out of the U.S. presidential election, including what a contested election might look like, how major litigation may be impacted, and the Fed’s independence, among other topics.  Mark and Winnie provide detailed insights into these critical topics, making this episode a must-listen for anyone looking to understand the potential legal outcomes of today’s election.
2024-11-0437 minKnow More. Risk Better.
Know More. Risk Better.Spooky Season RecessionIn this week's episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar welcomes Cedric Chehab, Chief Economist for BMI. Cedric shares his perspective on the U.S. economy in 2025 and discusses the potential impacts of the upcoming U.S. presidential election. The conversation covers key economic indicators such as the yield curve and labor market trends, compares today's economy to the 1990s, explores various types of recessions, and addresses the U.S. fiscal deficit and government debt. Tune in for expert analysis and actionable insights into the fixed income markets.
2024-10-3137 minKnow More. Risk Better.
Know More. Risk Better.European Real Estate Market: Trends and OutlookIn this episode of the Know More. Risk Better. podcast, we delve into the European real estate market with insights from industry experts Mary Pollock and Logan Miller. Discover what has driven the recent outperformance in the sector and get ahead of the curve as we discuss Q3 earnings, transaction volumes, and the broader property cycle. Learn about key themes such as macro strategy and sector outlooks that could impact your investments. Tune in to find out which sectors are showing signs of recovery and what challenges lie ahead for 2025. Don’t miss this chance to stay informed and ma...
2024-10-2928 minKnow More. Risk Better.
Know More. Risk Better.The Changing Landscape of Real Estate BrokeragesIn this episode of the Know More. Risk Better. podcast, Winnie Cisar, Global Head of Strategy at CreditSights, and Senior Special Situations Analyst, Peter Sakon, dive into the evolving residential real estate brokerage industry. They discuss the challenges faced by real estate agents, traditional brokerages like Anywhere Real Estate’s (HOUS) Century 21 and RE/MAX (RMAX), the rise of low-cost cloud-based competitors, and new regulations from the National Association of Realtors. The conversation also touches on the financial pressures on these companies and potential long-term risks. 
2024-10-2417 minKnow More. Risk Better.
Know More. Risk Better.Unpacking the Housing Market: Trends, Rates, and Builder InsightsIn this episode of the Know More. Risk Better. podcast, we delve into the intricate dynamics of the housing market. Winnie Cisar and Michael O'Brian explore national housing market fundamentals, shifts in the regional housing supply, and the impact of elevated mortgage rates. They also discuss the strategies home builders are using to navigate this challenging environment, including rate incentives and the shift toward quick move-in homes. Whether you're a homeowner, prospective buyer, or industry professional, this episode offers valuable insights into what drives the housing market today and what to expect in the near future. Listen now!
2024-10-2230 minKnow More. Risk Better.
Know More. Risk Better.Energy Sector Dynamics: From Oil Prices to Emerging Market Opportunities In the latest "Know More. Risk Better." podcast episode, host Winnie Cisar and CreditSights Head of Energy, Chas Johnston, explore the dynamic energy sector. They discuss oil price stability, natural gas market volatility, and geopolitical impacts. The episode also covers industry consolidation, potential mergers, and investment opportunities in emerging markets, particularly Pemex. Packed with valuable insights and strategies for navigating fixed income and credit markets, this episode is a must-listen for investment professionals. Tune in now for expert perspectives on the latest trends and opportunities in the energy sector.  
2024-10-1730 minKnow More. Risk Better.
Know More. Risk Better.European Consumer Outlook: Challenges and OpportunitiesIn this episode of the Know More. Risk Better. podcast, Logan Miller, Head of European Strategy at CreditSights, and Mariya Nurgaziyeva, Head of Consumer Goods and Services, dive into the European consumer and retail sector. They discuss the impact of economic trends on consumer behavior, the outlook for 2025, and the potential opportunities and risks in the market. Don't miss out on these valuable insights!
2024-10-1525 minKnow More. Risk Better.
Know More. Risk Better.Podcast about PodcastsIn this episode of the Know More. Risk Better. podcast, host Winnie Cisar and frequent guest Davis Hebert, Head of TMT at CreditSights, dive deep into the booming world of podcasts. They explore the rapid growth of the podcasting industry, the economics behind mega deals, and the impact on traditional radio players like iHeart and SiriusXM. The discussion also covers how big tech companies such as Spotify, Apple, Amazon, and Google are influencing the podcasting landscape. Additionally, they examine the challenges and opportunities for monetizing podcasts, offering insights into what it takes to succeed in this dynamic space. Tune...
2024-10-1024 minKnow More. Risk Better.
Know More. Risk Better.Navigating the US Election: Health Insurers' PerspectiveOn CreditSights' "Know More. Risk Better." podcast, host Zach Griffiths is joined by fan-favorite guest Josh Esterov, CreditSights' Head of Insurance, to explore the implications of the upcoming US election on health insurers. They delve into the potential impacts of a Harris or Trump victory, examine the regulatory landscape, and discuss how different election outcomes could shape the future of healthcare policy. Gain expert insights into what insurers are hoping for and why gridlock might be their best bet. Tune in for a deep dive into the intersection of politics and health insurance.
2024-10-0822 minKnow More. Risk Better.
Know More. Risk Better.Unpacking the U.S. Election: Voter Sentiment and Market ImplicationsOn CreditSights' "Know More, Risk Better" podcast, host Zach Griffiths teams up with Ross Schaap and Iris Malone from GeoQuant for an engaging and timely discussion on the U.S. election. Just a month away from Election Day, they discuss Geoquant's latest U.S. Presidential and Legislative model predictions with Kamala Harris at the top of the Democratic ticket and VP picks in place for both parties. They dive into the unique circumstances of this election and how the re-energized Harris campaign may affect voter turnout and ultimately the outcome of the race. Importantly, they also focus...
2024-10-0341 minKnow More. Risk Better.
Know More. Risk Better.Private Investment Grade Credit: Opportunities and StrategiesIn the latest episode of LevFin Insights 'Levered Lines' podcast, Managing Editor Andrew Hedlund sits down with Shawn Robinson, co-head of Private Fixed Income at Apollo Global Management. Together, they explore the intricacies of private investment grade credit (Private IG), a notable example being Apollo's $11 billion deal with Intel. Discover how Private IG offers flexible, bespoke financial solutions across diverse sectors like aviation and AI. Sean explains the numerous benefits, including higher spreads and robust protections, while addressing common concerns about liquidity and transparency. Learn how pension funds and institutional investors are leveraging Private IG for...
2024-10-0216 minKnow More. Risk Better.
Know More. Risk Better.US & Euro 4Q24/2025 Preview OutlookJoin Winnie Cisar, the Global Head of Strategy, along with Zachary Griffiths, Head of US Macro & IG Strategy, and Logan Miller, Head of European Strategy, for a special episode of "Know More, Risk Better." This week, the Global Strategy team presented its 2025 Preliminary Outlook for the US, Euro, and Sterling markets, highlighting key themes for the upcoming year and providing initial forecast scenarios. Together, they discussed how the outcome of the US election could influence market performance, the trajectory of central banks, and potential risks to the outlook.
2024-10-0158 minKnow More. Risk Better.
Know More. Risk Better.Unveiling the Backbone: Inside the World of Data CentersOn CreditSights' "Know More. Risk Better." podcast, Davis Hebert and Erick Vega join host Winnie Cisar to explore the fascinating and often mysterious world of data centers. Dive into the infrastructure that powers our digital lives, from the storage of Instagram photos to the streaming of your favorite shows. Discover the inner workings of these massive facilities, the differences between hyperscale and colocation data centers, and how emerging technologies like generative AI are driving unprecedented demand. Tune in to unravel the complexities of data centers and understand their critical role in our ever-evolving digital landscape. Whether you're a tech...
2024-09-2630 minKnow More. Risk Better.
Know More. Risk Better.A New State of Play in European AutosIn the latest episode of the "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Jim Williamson, Senior European Autos Analyst. They cover key developments in the European automotive sector, including the shift from volume to value, the impact of rising dealer inventories, declining used car prices, and the challenges posed by stringent emissions regulations and Chinese EV competition. The discussion also touches on recent changes in sector recommendations and specific stock picks for investors.
2024-09-2426 minKnow More. Risk Better.
Know More. Risk Better.Decoding U.S. Consumer Trends: Spending Patterns and Market IndicatorsOn CreditSights' "Know More. Risk Better." podcast, Jesse Rosenthal, James Goldstein, and James Dunn join host Winnie Caesar to delve into the pressing questions surrounding consumer behavior and market conditions. They explore the current state of consumer health, spending patterns, and key indicators that signal broader market trends. Gain valuable insights into which metrics our experts rely on to forecast consumer spending and understand the underlying factors influencing the market today. Tune in to uncover the nuances and expert analyses that shape our understanding of the consumer landscape. Discover how factors like retail sales, credit card data, and discretionary...
2024-09-1935 minKnow More. Risk Better.
Know More. Risk Better.Navigating Tight Pricing and Leverage in Private CreditIn this episode of "Know More. Risk Better.", Winnie Cisar is joined by Andrew Hedlund, Managing Editor at LevFin Insights, to discuss current trends in private credit. They highlight the anticipated Federal Reserve rate cuts and their potential impact on the market, noting that tight pricing benefits borrowers with lower interest payments. The discussion also covers high leverage in private credit deals, a growing deal pipeline, and significant fundraising efforts, such as Ares' $34 billion in investable capital. Additionally, they address macroeconomic impacts, concerns about defaults, the use of payment-in-kind (PIK) options, and sector-specific challenges, particularly in healthcare.
2024-09-1725 minKnow More. Risk Better.
Know More. Risk Better.European Leveraged Finance Update: Issuance, Demand, and Market SentimentIn the latest episode of the Know More. Risk Better. podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Luke Millar, Global Editor-in-Chief of LevFin Insights, to explore current developments and forward-looking trends in the European leveraged finance markets. They delve into key topics such as the performance of the high-yield market, driven by a recovery in stressed sectors like real estate, elevated carry from high starting yields and narrowing credit risk premiums. The discussion also covers the dynamics between fixed and floating rate leveraged debt, the market's appetite for risk, the pivotal...
2024-09-1232 minKnow More. Risk Better.
Know More. Risk Better.Leveraged Loan Primary Insights: From Market Technicals to Fund FlowsIn the latest episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar is joined by Kerry Kantin, US Bureau Chief at LevFin Insights. They delve into the recent increase in M&A and LBO-related financings against the backdrop of a falling-rate environment, resulting in a $39 billion leveraged loan pipeline. The discussion highlights how falling base rates benefit loan issuers and underscores repricing activities that extend loan maturities. Additionally, the episode covers fund flows, market technicals, and return prospects, noting that high-yield bonds should get a boost as rates decline. It wraps up with an insightful discussion on...
2024-09-1031 minKnow More. Risk Better.
Know More. Risk Better.Welcome Back!The Know More Risk Better is back for Season 07! Join our host Winnie Cisar, Global Head of Strategy as she is joined by Logan Miller, European Head of Strategy, as they set the stage for the season ahead. This episode covers recent market dynamics and year-end expectations, focusing on US & European investment-grade (IG) and high-yield (HY) markets. Key topics include robust primary market activities, consumer trends, economic outlooks, US job reports' impact on credit spreads, and anticipated central bank easing cycles. They also examine the potential market implications of the upcoming US elections and the revival of...
2024-09-0530 minKnow More. Risk Better.
Know More. Risk Better.Legal Landscapes: How Supreme Court Rulings Reshape FinanceIn the latest episode of "Know More, Risk Better," hosts Winnie Cisar and Zach Griffiths are joined by Mark Lightner, Head of Special Situations Legal Research at CreditSights, to discuss the ripple effects of two of the U.S. Supreme Court’s blockbuster decisions from this term: Purdue Pharma, which held that third-party releases are not allowed in bankruptcy, and Loper Bright, which overturned the 40-year-old Chevron deference doctrine for federal agency rule making.
2024-07-1836 minKnow More. Risk Better.
Know More. Risk Better.Navigating the New Space Race: Starlink's Impact on Satellite CommunicationsHost Winnie Cisar is joined by Head of TMT, Davis Hebert to discuss Starlink's influence on the satellite sector. They explore Starlink's expansive low Earth orbit satellite system for global broadband service, its financial journey without corporate bonds, and its impact on established satellite players and potential regulatory challenges it faces.
2024-07-1624 minKnow More. Risk Better.
Know More. Risk Better.Back to the Ballot: The U.S. Presidential Election in FocusIn this timely episode of "Know More. Risk Better," host Zach Griffiths invites guest Ross Schapp of GeoQuant to dissect the evolving U.S. political landscape post-debate and its implications for investment strategies. They delve into the nuanced dynamics of party control, Biden's steadfast candidacy, and how these factors could influence market risks and fiscal policy as we approach the November elections.
2024-07-1133 minKnow More. Risk Better.
Know More. Risk Better.Macro to Micro: CreditSights' 2H24/1H25 Outlook WebinarIn the latest episode of "Know More. Risk Better.", CreditSights' strategists covering the U.S., Europe and EM unpack their mid-2024 to mid-2025 market outlook. They outline their preference for fixed over floating rate product, duration over credit risk and provide their rationale for recommending more defensive portfolio positioning. During the webinar they poll the audience to get a sense of client positioning and perception of economic and financial market risks. Finally, they answer top-of-mind questions from our broad base of global fixed income market clients.
2024-07-0959 minKnow More. Risk Better.
Know More. Risk Better.King Dollar vs. President TrumpIn the latest episode of "Know More, Risk Better," host Zach Griffiths and Cedric Chehab, Global Head of Country Risk at BMI, explore the potential effects of a second Trump presidency on the US dollar. They discuss the impact of tariffs, Federal Reserve policies, and tax cuts. Additionally, they reflect on the alignment of today's currency management strategies with the historical Plaza Accord. The conversation highlights the enduring status of the US dollar as the preeminent global reserve currency.
2024-07-0227 minKnow More. Risk Better.
Know More. Risk Better.Credit Chronicles: Notes from the RoadIn this episode of the "Know More, Risk Better." podcast, our hosts Winnie Cisar and Zach Griffiths discuss their recent travels and meetings with clients, sharing insights into the current sentiment in the credit markets. They explore topics such as the private credit market, global views from various meetings, and expectations for the economy and central bank policies.
2024-06-2734 minKnow More. Risk Better.
Know More. Risk Better.European Credit and Central Bank Dynamics: Managing VolatilityIn the latest episode of the "Know More, Risk Better" podcast, host Zach Griffiths is joined by Logan Miller, Head of European Strategy at CreditSights. Together, they delve into the evolving landscape of the credit market, highlighting shifts in European credit spreads. They explore the interplay between the ECB's cautious stance and the Fed's assertive moves and consider the market's response to political events in Europe and key policy changes.
2024-06-2527 minKnow More. Risk Better.
Know More. Risk Better.Power Plays: Navigating the Evolving Utilities LandscapeIn this episode of "Know More, Risk Better," host Zach Griffiths is joined by Andy DeVries, Head of Utilities at CreditSights to dive into his preferred ways to position in the rapidly evolving Utilities space. They explore the effects of data center demand on power markets, customer growth impact on utility bills and political risk, and the implications of the Inflation Reduction Act on clean energy. They also discuss potential political changes, the trend of hybrid financing in utilities, and their impact on fixed income investment strategies.
2024-06-2027 minKnow More. Risk Better.
Know More. Risk Better.From Legislation to Litigation: Biden's Policy Playbook ExaminedIn the most recent episode of "Know More, Risk Better," Zach Griffiths discusses with Mark Lightner how the Biden administration has navigated policy implementation through legislation, executive action, and litigation. They examine key legislative successes such as the American Rescue Plan and the Inflation Reduction Act, and look ahead to imminent Supreme Court rulings and anticipated legal debates surrounding artificial intelligence.
2024-06-1834 minKnow More. Risk Better.
Know More. Risk Better.Debunking Doom: A Rational Take on Consumer Spending and CRE DynamicsHost Zach Griffiths and head of U.S. financials Jesse Rosenthal delve into the intricate dynamics of consumer credit and bank exposure to commercial real estate. Discover the nuanced take on credit card debt spikes, the resilience of the consumer in the face of rising rates and inflation, and what the future holds for office CRE. Don't miss their expert analysis on these critical financial trends.
2024-06-1326 minKnow More. Risk Better.
Know More. Risk Better.The AI Explosion: Sustainable Surge or Impending Bubble?Host Winnie Cisar delves into the world of AI with technology experts Jordan Chalfin and Andy Li. They explore the AI cycle's current state, NVIDIA's market impact, and the burgeoning trend of AI workloads shifting from cloud to on-premises, offering a nuanced perspective on the tech landscape.
2024-06-1122 minKnow More. Risk Better.
Know More. Risk Better.Muni Market Insights: Wealth Management Strategies UnveiledTune in to the latest CreditSights podcast episode where Winnie Cisar and Pat Luby dive deep into the Wealth Management universe, discussing the intricacies of municipal strategy and the shifting interest rate environment. They also explore the strategic use of ETFs and mutual funds within investment portfolios, offering valuable insights for wealth management clients and investors.
2024-06-0628 minKnow More. Risk Better.
Know More. Risk Better.Special Episode: Ballots and Bonds: A Strategic Discussion on EM Election and Their AftermathIn the latest episode of "Know More. Risk Better.," host Zach Griffiths discusses the implications of recent elections in South Africa, Mexico, and India with strategy expert Regis Chatellier and GeoQuant founder and co-head Mark Rosenberg. They delve into the ANC's significant loss in South Africa, the sweeping victory of Morena in Mexico, and the BJP's expected win in India, exploring how these outcomes may influence market dynamics and policy direction.
2024-06-0540 minKnow More. Risk Better.
Know More. Risk Better.Hate the Game, Not the Player: An Update on the Primary Loan MarketWinnie Cisar and Kerry Kantin, U.S. Bureau Chief at LevFin Insights, are back with an update on the trends and dynamics of the leveraged loan primary market, emphasizing the surprising strength in 2024. They discuss how a decrease in recession fears and a lack of M&A activity have led to more demand than supply in the market, favoring issuers and sparking a wave of repricing.
2024-06-0422 minKnow More. Risk Better.
Know More. Risk Better.Navigating the Golden Age of Private Credit: Part 3Host Zach Griffiths explores the complexities of private credit with guest Lyle Margolis from Fitch Ratings. They examine the balance of strong earnings against the pressures of elevated base rates and liquidity challenges, providing insights into the current state and future trends of middle-market fundamentals.
2024-05-3040 minKnow More. Risk Better.
Know More. Risk Better.Behind the Scenes of Corporate Restructuring: Insights from the Front LinesIn the latest CreditSights podcast episode, host Winnie Cisar dives into the complexities of liability management exercises with Justin Forlenza, Managing Director at Covenant Review. This episode unpacks the intricacies of balance sheet restructuring outside of bankruptcy, exploring various transaction types and how they impact investors, as well as the current trends driving an increase in these transactions.
2024-05-2832 minKnow More. Risk Better.
Know More. Risk Better.Navigating the Golden Age of Private Credit: Part 2In the latest episode of "Know More. Risk Better.," host Zachary Griffiths speaks with LFI Managing Editor Andrew Hedlund, exploring the complexities of private credit and the evolving interplay between banks and direct lenders. The discussion sheds light on the current state of deal flows, pricing trends, and the broader economic implications for companies navigating today's high-interest environment.
2024-05-2340 minKnow More. Risk Better.
Know More. Risk Better.Navigating the Golden Age of Private Credit: Part 1In the latest episode of "Know More. Risk Better.," hosts Winnie Cisar and Zachary Griffiths delve into the intricacies of private credit and its burgeoning role in U.S. investment strategy. They unpack the evolution of lending practices, the regulatory shifts affecting banks, and the interconnectedness of private equity and private credit in today's financial landscape.
2024-05-2132 minKnow More. Risk Better.
Know More. Risk Better.Credit Where Credit's Due: Insurers' Love Affair with Private DebtHost Zach Griffiths and special guest, Josh Esterov, dive into the changing dynamics of fixed income markets, with a special emphasis on the growing presence of private credit in life insurers' investment strategies. They explore the risks and opportunities associated with this trend, particularly in the context of a potential economic downturn, while also discussing the increasing influence of private equity firms in the life insurance sector.
2024-05-1627 minKnow More. Risk Better.
Know More. Risk Better.Season 6 Kickoff: Navigating the Fed's RoadmapSeason 6 of "Know More. Risk Better.," kicks off with a deep dive into the financial currents shaping the market. Join Winnie Cisar, Global Head of Strategy, and Zachary Griffiths, Head of US Investment Grade and Macro Strategy, as they analyze the aftermath of 4Q23 and 1Q24's economic data and the Federal Reserve's nuanced policy signals.
2024-05-1430 minKnow More. Risk Better.
Know More. Risk Better.A Deep Dive into US Consumer Spending Patterns with Visa's Principal US EconomistIn this episode of "Know More. Risk Better.," we invited Visa's Principal US Economist, Michael Brown, to explore the U.S. economy's resilience amidst Fed tightening and discuss how the Visa Spending Momentum Index provides a deeper cut into understanding recent consumer spending trends. Brown delves into the consumer spending dynamics post-COVID and analyzes the nuances of credit health and emerging payment trends. This episode provides key insights into today's economic trends and the future direction of the US economy and financial markets.    
2024-03-1926 minKnow More. Risk Better.
Know More. Risk Better.Shifting Gears: The U.S. Auto Sector's Road AheadIn the latest episode of "Know More. Risk Better.," host Zachary Griffiths is joined by Todd Duvick, Head of Autos research, to discuss the recent downgrade of the U.S. auto sector's performance rating. Despite the sector's significant outperformance since upgrading Autos to Outperform in November 2023, Duvick explains valuations reflect the auto sector’s improved supply-demand balance and the repricing of Ford’s bonds following its upgrade to investment grade. The episode delves into the implications of these factors on the auto market and explores the evolving dynamics of electric vehicle adoption and the potential challenges posed by Chinese comp...
2024-03-1430 minKnow More. Risk Better.
Know More. Risk Better.Premium Brands vs. Economic Headwinds: Euro Consumer UpdateIn this episode, host Winnie Cisar is joined by Euro consumer analyst Maryum Ali and Euro auto analyst Jim Williamson to discuss how premium consumer brands and the auto sector are navigating economic challenges. They focus on consumer trends in Europe and globally, earnings season outcomes, and the evolving landscape of electric vehicles. Tune in today as the conversation provides a deep dive into how these sectors are adapting and what indicators are key for future performance.
2024-03-1228 minKnow More. Risk Better.
Know More. Risk Better.The Texas Two-Step: Corporate Strategy or Legal Loophole?In the latest episode of "Know More. Risk Better.," host Winnie Cisar and Special Situations Legal Research Head Mark Lightner delve into the complexities of mass torts and bankruptcy, focusing on high-profile cases like Purdue Pharma's. They unravel the impacts of third-party releases and the controversial Texas Two-Step strategy for companies facing mass tort liabilities. This episode is a must-listen for anyone interested in how landmark legal battles shape creditworthiness for companies with mass tort exposure.
2024-03-0724 minKnow More. Risk Better.
Know More. Risk Better.Investing in Stability: Why CLOs are a Safe Bet in Uncertain TimesWinnie Cisar is joined by Dave Preston, Head of Structured Credit Research at AGL Credit Management. Together, they delve into the intricacies of the CLO market, discussing the appealing cash-on-cash returns of CLO equity, the significance of CLO manager performance, and the impact of banks and Japanese investors on AAA CLO tranches. Dave also sheds light on the increasing prominence of private credit CLOs and offers insights for investors navigating this complex landscape.
2024-03-0526 minKnow More. Risk Better.
Know More. Risk Better.2024 US Presidential Election DissectionIn the latest "Know More. Risk Better." episode, host Zachary Griffiths and GeoQuant's Head of Research, Ross Schaap examine the 2024 US presidential election, leveraging their model's impressive 83% success rate in predicting outcomes.
2024-02-2923 minKnow More. Risk Better.
Know More. Risk Better.Meet Bixby: Our New Edge in the BSL MarketIn our latest podcast episode, we're thrilled to introduce Brian Conroy, the founder of Bixby – a company specializing in the leveraged loan market and the newest member of the Fitch Solutions family. Brian shares his journey from the investment banking world to creating Bixby, a platform addressing the need for transparent information flow in private markets. He discusses Bixby’s growth, its near-complete coverage of the US loan market, and its expansion plans into Europe. Tune in to hear how Bixby's data is revolutionizing the way clients approach the loan market and discover the synergy with CreditSights’ suite of produc...
2024-02-1521 minKnow More. Risk Better.
Know More. Risk Better.Cloudy with a Chance of Defaults: A Forecast of Our 2024 Default OutlookIn the latest episode of "Know More. Risk Better.," we invited Fitch Ratings Head of US Leveraged Finance, Lyuba Petrova and CreditSights Head of Quantitative Research, Kai Gilkes to discuss the anticipated US bond and leveraged loan default rates for 2024, exploring key factors and potential impacts on investment strategies. The conversation also touches on the role of private credit and liability management in shaping the fixed income landscape. Tune in for strategic insights crucial for navigating the evolving credit market.   For further questions please feel free to reach out to Lyuba at Lyuba.petrova@fitchratings.co...
2024-02-1329 minKnow More. Risk Better.
Know More. Risk Better.New Year, New MarketSeason 5 is here! Dive into the latest financial currents with CreditSights' analysts Winnie Cisar and Zachary Griffiths, CFA as they unpack the early 2024 market trends and how it impacts their 2024 credit/rates market expectations in this must-listen episode. From dissecting the modest upside surprise to December CPI data to analyzing Treasury auction demand and exploring the surge in corporate issuance to start the year, get the strategic insights you need to navigate the shifting landscapes of the fixed income markets. Tune in to uncover the balance between risk and opportunity that awaits investors this year.
2024-01-1635 minKnow More. Risk Better.
Know More. Risk Better.US Banks UpdateJoin our host, Zachary Griffiths, alongside CreditSights, Head of Banks, Jesse Rosenthal and Senior Banks Analyst, Peter Simon, CFA, as they delve into the Q3 earnings of US banks, analyze the current state of the consumer credit sector, and examine the implications of regulatory changes on the banking industry.
2023-11-2128 minKnow More. Risk Better.
Know More. Risk Better.European Corporate HybridsCreditSights, Head of European Strategy, Logan Miller, joins our host Zachary Griffiths, CFA, to discuss the role of corporate hybrid bonds in the European market. Together, they review the impact of low-interest rates, the performance of hybrids amidst market volatility and projections for 2024.
2023-11-1521 minKnow More. Risk Better.
Know More. Risk Better.China Macro Part 2On this week's "Know More. Risk Better." Podcast, CreditSights Senior Analyst in North Asia Corporates, Zerlina Zeng CFA , discusses all things China Macro. She spotlights graduate unemployment, the China property market. She also delves into the impact of travel and tourism on the Chinese economy, whilst touching on the banking system.
2023-10-2529 minKnow More. Risk Better.
Know More. Risk Better.New Coverage: IG HomebuildingOn this week’s podcast episode, analyst Michael O’Brien gives an overview of CreditSights’ IG Homebuilding sector coverage including his top picks, views on balance sheets, and potential risks considering today’s high interest market.  
2023-10-2426 minKnow More. Risk Better.
Know More. Risk Better.Euro Preliminary 2024 OutlookCreditSights Head of European Strategy, Logan Miller discusses our current positioning on the Euro HY and IG market, the final predictions for 2023 and initial outlook for 2024, including potential risks to look out for in the upcoming year. He additionally, gives his perspective on sector strategies for investors.
2023-10-1924 minKnow More. Risk Better.
Know More. Risk Better.Sector Outlook: European ConsumerCreditSights Head of European Strategy, Logan Miller, and Senior Consumer Analyst, Maryum Ali, discuss their holistic views of the European Consumer sector, as well as their recommendations within the Food & Bev, and Personal Care subsectors.
2023-10-0327 minKnow More. Risk Better.
Know More. Risk Better.Sector Outlook: US TobaccoCreditSights US Consumer Analyst, Ben Morgan, CFA, discusses the decline in cigarette sales in the US and the rise in other tobacco products, covering M&A activity in the tobacco space, and the controversy surrounding tobacco promotion, such as FDA regulations.
2023-09-2820 minKnow More. Risk Better.
Know More. Risk Better.Hail to Munis Fall 2023 OutlookCreditSights Senior Municipal Strategist, Patrick Luby delves into the year-to-date success of the Muni Market, provides sector recommendations, and shares his outlook for fall 2023.
2023-09-2625 minKnow More. Risk Better.
Know More. Risk Better.The Future of TVCreditSights Senior Media & Cable Analyst, Hunter Martin, CFA, and CreditSights Senior Telecom & Cable Analyst, Davis Hebert, CFA, are joined by Winnie Cisar as they delve into their outlook for the future of TV, offer sector recommendations, and reflect on the Disney and Charter hostage crisis.
2023-09-2119 minKnow More. Risk Better.
Know More. Risk Better.US Rates Update: Debating DurationCreditSights Senior US IG Strategist and Rates Market expert, Zachary Griffiths, CFA, discusses whether UST yields are going higher, explores inflation concerns, the outlook for the Fed and provides opportunities heading into 2024.
2023-09-1928 minKnow More. Risk Better.
Know More. Risk Better.2023 Sector Outlook: Asia IG Sector StrategyCreditSights Co-Head of Asia-Pacific Research, Sandra Chow, CFA, discusses the research team's inaugural Asia Investment Grade sector strategy, highlighting opportunities in recovering sectors and providing guidance to navigate those still facing pressure.
2023-08-0823 minKnow More. Risk Better.
Know More. Risk Better.2023 Sector Outlook: China MacroCreditSights Senior North Asia Corporates Analyst, Zerlina Zeng, CFA, discusses her outlook on the Chinese economy for the rest of the year, her sector recommendations, and top picks & pans.
2023-08-0332 minKnow More. Risk Better.
Know More. Risk Better.Special Episode: The 2023 Asia ConferencesPramod Shenoi, Co-Head of Asia-Pacific Research, joins Winnie Cisar, Global Head of Strategy, to debrief after the annual CreditSights Asia Conferences in Hong Kong and Singapore. Pramod shares highlights from the conferences and speaks about what our analysts learned in conversations with dozens of attendees.
2023-08-0130 minKnow More. Risk Better.
Know More. Risk Better.Special Episode: The New CreditSightsErin Lyons, our Global Head of Business Strategy, joins Winnie Cisar to discuss the New CreditSights Platform and all the upcoming product releases for 2023. Our unified platform provides credit market research, covenant analysis and leveraged finance news into one site to help you... Know More. Risk Better. 
2023-07-2626 minKnow More. Risk Better.
Know More. Risk Better.Special Episode: US Consumer Goods and InflationCreditSights Senior Consumer Analyst, James Dunn discusses his outlook for the rest of the year, consumer trends, the consequences of inflation on profitability and other essential measures for companies in the consumer goods sector. Additionally, he provides his final forecasts before the release of the Consumer Price Index.
2023-07-1127 minKnow More. Risk Better.
Know More. Risk Better.2023 Sector Outlook: European AutosCreditSights Senior European Autos Analyst, Jim Williamson, discusses his outlook for the rest of the year, the sector recommendations, and his top picks & pans.
2023-06-2831 minKnow More. Risk Better.
Know More. Risk Better.European HY Roadshow RecapWinnie Cisar is joined by CreditSights European Head of Research, Brian Studioso and LevFin Insight's Global Editor in Chief, Luke Millar, to discuss this year’s European High Yield Roadshow which took place in Paris and Milan.
2023-06-2230 minRegistered Investment Advisor Podcast
Registered Investment Advisor PodcastCreditSightsPatrick Luby is the Municipal Strategist at CreditSights. With over 30 years in the industry, Pat has extensive experience in the trading, research, sales, distribution and management of municipal bonds and municipal bond products, including separately managed accounts (SMAs), mutual funds and ETFs.He is a member of the National Federation of Municipal Analysts, the Municipal Analysts Group of New York, the Fixed Income Analysts Society. Pat received his BA from the University of Florida. Listen to this insightful RIA episode with Patrick Luby about the authority on credit markets, CreditSights.
2023-06-2116 minKnow More. Risk Better.
Know More. Risk Better.Special Episode: Asia Trip RecapCreditSights Global Head of Research, Chris Snow, CFA, is joined by Winnie Cisar to discuss his recent trip to CreditSights Singapore where he met up with clients and Fitch Solutions partners. They discuss recent trends, an overview of Asia coverage and the impact of a potential recession.
2023-06-2027 minKnow More. Risk Better.
Know More. Risk Better.2023 Sector Outlook: European ChemicalsCreditSights Senior European Chemicals and Paper & Packaging Analyst, Laurent Vergnault discusses his outlook for the rest of the year, sector recommendations and his top picks & pans.
2023-06-1523 minKnow More. Risk Better.
Know More. Risk Better.2023 Sector Outlook: European IG & HY Building Materials ConstructionCreditSights Head of European Basics, Andrew Belton, discusses his outlook for the rest of the year, sector recommendations, construction trends, and his top picks & pans.
2023-06-1340 minKnow More. Risk Better.
Know More. Risk Better.2023 Sector Outlook: European TelcoCreditSights Senior TMT Analyst, Erick Vega, CFA, and European TMT Analyst, Alex Lawrence discuss their outlook for the rest of the year, including their sector recommendations, the implications of inflation, and their top trading picks & pans.
2023-06-0823 minWe Talk Finance
We Talk FinanceWinnie Cisar, Global Head of Strategy at CreditSightsPrior to CreditSights, Winnie was the Head of Credit Strategy and a Managing Director at Wells Fargo. Winnie has also spent time in Energy and Power investment banking industry, high yield Health Care research sector and high yield trading before joining the Wells Fargo Credit Strategy team to build their leveraged finance strategy product. At Wells Fargo, Winnie served as a Co-Head of WomenGoFar, participated in the Women’s Leadership Program in 2016-2017 and was a Golden Spoke Recipient. Further, Winnie was selected as one of Charlotte Business Journal’s 40 Under 40 for 2020 and was one of 12 women invited to part...
2021-10-1426 minWharton FinTech Podcast
Wharton FinTech PodcastUS Credit Market Year in Review with Erin (Welter) Lyons, Head of US IG at CreditSightsIn today's episode, Ryan Zauk sits down with Erin (Welter) Lyons, W'01, Head of US Investment Grade Credit at CreditSights. Creditsights is one of the top credit research firms in the world serving the world’s top institutions, family offices, and more while producing over 300 research reports a month. Erin and Ryan discuss: - Her journey from Wharton, to Wall Street's top institutions, to landing at CreditSights - What she saw during the COVID crisis, especially March 15 - April 15, how her team tackled the problem, and how the outcomes really surprised her - The incredible power (and transparency) of the Fed's...
2021-02-0729 min