Monday, December 5th
Access curated content from the conference.
Click on each session to view our detailed agenda, including topics of discussion, speaker information and recent research published by our expert speakers presenting at our Outlook Conference.
Winnie Cisar & Zachary Griffiths
CreditSights’ Global Head of Strategy, Winnie Cisar, and Senior US Strategy Analyst, Zachary Griffiths, will discuss the top investment themes, focusing on the interplay of duration and credit risk to add yield to portfolios.
Chair Powell & the Three Bears
US IG: New Issue for ’22 and a First Look at ’23
US HY: New Issue for ’22 and a First Look at ’23
US IG Borrowing Costs: Higher for How Long
Matt Zloto, Kai Gilkes & Winnie Cisar
Matt Zloto, Co-Head of US HY Research and Senior Special Situations Analyst, and Kai Gilkes, Head of Quantitative Strategy, will join Winnie Cisar to discuss ratings and default expectations in 2023.
Jesse Rosenthal, Simon Adamson, Josh Esterov
Moderator: Zach Griffiths
Our panel of top financials analysts will discuss their fundamental sector outlooks and how to position amid higher interest rates and a weakening global macroeconomic backdrop. We will drill into key considerations for investors as we look ahead to 2023 including: new issue supply expectations, extension risk and the regulatory outlook. Our experts will also compare and contrast themes across regions (US versus Europe) and sectors (banks versus insurance).
U.S. GSIBs: Talking TLAC Extension Risk
Bank of America: Thoughts on Preferred Tender
Extension Risk on European & US Bank AT1s/Prefs
Credit Suisse: Restructuring Plan – First Look
Ivan Hrazdira – Head of American Debt Capital Markets, Credit Agricole
Megan Neuburger – Head of North American Corporates, Fitch Ratings
Winnie Cisar – Global Head of Strategy, CreditSights
Moderator: Chris Snow, CreditSights
CreditSights Global Head of Research, Chris Snow, and Winnie Cisar will be joined by Fitch Ratings Head of North American Corporates, Megan Neuberger, and Ivan Hrazdira, Head of American Debt Capital Markets at Credit Agricole, to discuss primary market expectations in 2023. As higher borrowing costs take hold, we’ll assess whether M&A can make a comeback, sectors facing the most acute pressure and how ratings are skewing access to capital.
Andy DeVries, Andrew Brady, Chas Johnston, Lauren Holland, Wen Li
Our Oil & Gas, Basics and Power analysts discuss trends they are seeing in commodities and give their insights into 2023 for commodities themselves and the impacted companies in their coverage.
Utilities: EEI Capex Updates; Fuel Costs
U.S. Utilities Relative Value: Updated Picks/Pans
LNG Market Update: When Will Prices Fall?
Global Basics: Finding Value in a Crisis
US IG Chems: Germany Manufacturing Exposure
Trends in Chems: Focus on Highly Rated Specialty
Trends in Chems: Focus on Low Triple-B Specialty
Trends in Chems: Crop Science/Seeds Focus
Trends in Chems: Focus on Coatings
Trends in Chems: Petrochemical Slide
Metals FAQ: China Macro and COVID Reopening
Metals: Short & Long Duration Trade Ideas
Eric Axon, James Goldstein, James Dunn, Jesse Rosenthal, Todd Duvick
We focus on shifting consumer purchasing patterns and expectations for 2023, including the impacts of inflation, recession, category fatigue, and supply chain disruption in the context of relatively strong household financial profiles.
Davis Hebert, Jordan Chalfin, Hunter Martin
US TMT is entering 2023 with no shortage of uncertainties, recession and inflation notwithstanding. Once neatly-separated silos like cable, wireless, media and technology are now on a collision course as the way consumers and enterprises consume and process data is changing at a breakneck pace. Our panel discussion will focus on a number of these “convergence” ideas, including both media and tech companies competing for the consumer entertainment dollar, wireless and wireline both after the lucrative home broadband marketplace and enterprises moving away from traditional telecom to next-generation cloud services.
Data Center Primer: A Tale of Two Cities
Satellite Industry Primer: The New Space Race
“Broadband Wars” Part I: The Lay of the Land
HY Broadcast TV: Political Gut Punch…Now What?
Amit Aggarwal – Head of Fixed Income, AXA
Angie Salam – Executive Director, Morgan Stanley
Chris Malfant – Head of Fixed Income, Mutual of America Capital Management LLC
Moderator: Erin Lyons, CreditSights
After one of the worst years for fixed income investors, our panelists will gladly say goodbye to 2022. In this discussion, we’ll hear portfolio managers’ lessons learned this year, their expectations for 2023 and where they think opportunities (and risks) lie.
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