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We present our 2023 Outlook for the North American Packaging sector.
Read more here: https://hubs.li/Q01zBn690
We're proud to support the 19th Annual Wharton Restructuring and Distressed Investing Conference taking place on Feb. 24 in NYC, the largest restructuring and distressed investing-focused school-run conference in the US #WRDIC https://hubs.li/Q01zwCVw0
Our team of analysts compiled a list of Best Ideas, utilizing their extensive knowledge of the individual sectors they cover. They produced ten longs and four shorts across the A and BBB investment landscape.
View the list here: https://hubs.li/Q01zwdBt0
In our Metals & Mining Outlook, we discuss in detail salient themes, sub-sector developments, and recommendations.
Read more here: https://hubs.li/Q01zl4_w0
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In our 2023 Global Autos Outlook, we review the key drivers in the automotive sector, and highlight our picks and pans for the year.
Read part 1 here: https://hubs.li/Q01zhX3N0
Read part 2 here: https://hubs.li/Q01zhXCn0
CreditSights ' thesis for US Construction in 2023 is a slowdown, but the bigger question is: will there be a temporary pause to growth, a one year construction downturn or a full-blown retreat?
Read more here: https://hubs.li/Q01zcH2G0
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