Creditsights Global Head of Credit Strategy Winnie Cisar says she sees a “silver lining” in the record losses that bond investors have faced this week after the gap between five- and…
Bondholders of Russian steel and mining company Severstal haven’t received their scheduled payment, making it a “credit event,” CreditSights’ Global Head of Strategy Winifred Cisar told Bloomberg TV’s Surveillance on Thursday, and investors are assessing whether there…
CreditSights Head of APAC Financials Research Pramod Shenoi expects China banks to post double-digit net income growth in 2021. He speaks with Yvonne Man and David Ingles on “Bloomberg Markets: China…
“When individual investors were the drivers of the market, every investor is different and you had this incredible diversity for buyers and sellers,” said Patrick Luby, municipal strategist at CreditSights. “Munis…
Because munis underperformed corporates last week, some taxable investment-grade investors may have a limited window of opportunity to add munis to their portfolios, said CreditSights strategists Pat Luby and John Ceffalio.
“If recent crime headlines cause the new CTA bonds to come cheaper, long-term investors should use this as an opportunity to add bonds. The CTA bonds are backed by sales…
The project’s timing coincides with the deployment of federal infrastructure spending on climate change, credit research firm CreditSights‘ senior analyst for energy and infrastructure Charles Johnston told clients March 18. “1PointFive…
AMC Entertainment Holding’ “bizarre”—in the words of one analyst—plan to acquire a large stake in precious-metals miner Hycroft Mining Holding was a surprise to most of Wall Street, but bond analysts at…
For the municipal-bond market, Puerto Rico’s debt exchange means there will now be billions of high-yield commonwealth general obligations that are paying and done with court-ordered restructuring. That may attract…
Recent university century bond deals will serve as a bellwether check going forward to gauge market appetite for risk, CreditSights said.