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Webinar Series: Sector Insights 101

Dive into industry basics and uncover unique insights on a select group of sectors

Valuable sector insights from our team of experienced analysts

Whether you’re new to an industry, a veteran analyst, or simply interested in learning about a new sector, this webinar series will provide you with a foundational understanding and equip you with unique insights.

This weeklong series will feature nine webinars across a diverse set of industries with either a U.S. or European focus. All webinars will be led by veteran CreditSights analysts – who have a combined average of 10+ years of industry experience – and feature Q&A.

Registration is below. Check the box for each webinar you’d like to attend (no limit).

If you have any questions, please contact our events team at events@creditsights.com

Details

European Chemicals: Just How Cyclical?
Laurent Vergnault: Senior European Chemicals Analyst
Felicity Juckes, European Chemicals Analyst

Tuesday, October 10th
6:00 a.m. EDT / 11:00 a.m. BST / 12:00 p.m. CEST

Laurent Vergnault and Felicity Juckes will examine chemical markets that are relevant to issuers of euro-denominated bonds across the IG and HY spaces and analyze their margins through the cycle and value chains. They’ll also provide a deep dive on the cyclicality of the Chemicals sector and factors that increase or reduce the risks of cyclicality, helping investors play the sector more effectively.

Details

European Banks: AT1 Primer
Simon Adamson: CEO of CreditSights Ltd. / Head of Global Financials Research
Puja Karia: Senior European Banks Analyst

Tuesday, October 10th
3:00 p.m. BST / 4:00 p.m. CEST / 10:00 a.m. EDT

Since their first issuance in 2013, European bank AT1s have grown into a sizeable asset class with almost €200 bn equivalent outstanding. Simon Adamson and Puja Karia will summarize the historical evolution of AT1s and dissect the current market by currency, structure, triggers, ratings, and call history. Other topics include:

  • Pricing supply, accounting treatment, and the contractual features that make AT1s such complex instruments
  • The main risks for investors, including principal, coupon, and extension risk
  • Notable events that have shaped the market, including the March 2023 write-down of CreditSuisse AT1s

Details

U.S. Consumer Goods Primer
James Dunn: Senior Consumer Analyst
Ben Morgan: U.S. Consumer Analyst 

Tuesday, October 10th
11:00 a.m. EDT / 4:00 p.m. BST / 5:00 p.m. CEST

James Dunn and Ben Morgan will provide an overview of subsectors that compose the BAML U.S. Consumer Goods Index, including Wholesale, Personal and Household Products, and Tobacco. They’ll speak about major constituents of the IG Consumer Goods index, which can be classified as consumer staples companies, and the HY Consumer Goods index, a much more fragmented landscape.

Details

U.S. Sports Media Primer
Davis Hebert, CFA: Senior Telecom and Cable Analyst
Hunter Martin, CFA: Senior Media and Cable Analyst

Tuesday, October 10th
1:00 p.m. EDT / 6:00 p.m. BST / 7:00 p.m. CEST

Davis Hebert and Hunter Martin will examine the sports rights landscape and cost forecasts for sports distribution.

Details

European Utilities 101: Back to Basics
Andrew Moulder: Senior European Utilities Analyst

Wednesday, October 11th
10:00 a.m. BST / 11:00 a.m. CEST / 5:00 a.m. EDT

Andrew Moulder will examine how the European Utilities sector is structured, the main players in the industry, and key sector drivers. He’ll also talk about the three main activities in the electric utility value chain – the generation of power, the movement of power from one location to another, and the supply of power to the end customer.

Details

Fraudulent Transfers: A General Primer
Mark Lightner, Esquire: Head of Special Situations Legal Research

Wednesday, October 11th
10:00 a.m. EDT / 3:00 p.m. BST / 4:00 p.m. CEST

While fraudulent transfer claims are one of the most common litigation claims in bankruptcy cases, they are often misunderstood by finance professionals. Mark Lightner will explain what these claims are, why they exist, and who can assert them. He will also touch on:

  • Elements of fraudulent transfer claims
  • Some of the most common defenses
  • The likelihood of winning a fraudulent transfer claim in litigation

Details

European Residential Property: Home Truths
Mary Pollock, CFA: Senior European Real Estate Analyst

Thursday, October 12th
3:00 p.m. BST / 4:00 p.m. CEST / 10:00 a.m. EDT

Mary Pollock will outline the drivers of Residential real estate markets across Europe. She will focus on key areas including Germany, the Nordics, and the UK.

Details

U.S. Steel 101
Wen Li, CFA: Senior Metals and Mining Analyst

Thursday, October 12th
1:00 p.m. EDT / 6:00 p.m. BST / 7:00 p.m. CEST

The U.S. steel industry has experienced a remarkable renaissance after declining for decades. Wen Li provides a comprehensive overview of the domestic steel industry and highlights key themes driving the sector, including:

  • Increased trade protectionism, fiscal stimuli, and industry consolidation
  • Impacts of a potential recession
  • Decarbonization and the adoption of clean energy
  • EAF market share

Details

European Autos: Direct Sales Model Primer
Jim Willamson: Senior European Autos and Industrials Analyst
Mark Ryan: European Autos and Industrials Analyst

Friday, October 13th
10:00 a.m. BST / 11:00 a.m. CEST / 5:00 a.m. EDT

Many global auto OEMs are beginning to shift towards Direct Sales after operating with a Franchised Dealer model for decades. Jim Williamson and Mark Ryan will explain this new model and examine:

  • Who is best positioned to benefit from the new model
  • How the model will affect the sector
  • Pros and cons of selling directly to consumers
  • The timeline and strategy for each of the large OEMs

Details

The Permian Primer: Basin Outlook and Top Players
Charles Johnston, CFA: Senior IG/HY Energy Infrastructure (MLPs) and HY E&Ps Analyst

Friday, October 13th
10:00 a.m. EDT / 3:00 p.m. BST / 4:00 p.m. CEST

The Permian Basin is the most prolific oil and gas basin in the U.S. and continues to be a major driving force for overall U.S. production growth. Charles Johnston will review top producers, breakevens, inventory life, and production outlooks, along with the largest owners of crude pipelines, natural gas pipelines, and infrastructure.

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