Every year our team of analysts publishes a series of Outlooks that cover near-term and long-term forecasts for 2023 for the global markets, sectors, and issuers. We dive into the themes that are most relevant for fixed income investors in the year ahead.
In these Outlooks, analysts refresh their recommendations for more than 40 sectors, provide picks and pans for IG and HY investors, examine operating trends and expectations as well as capital allocation, and deliver charts and tables to help you make informed investment decisions. Our team highlights which credits we think are most likely to outperform during the year, while providing caution on names to avoid.
Top Read Outlooks in US and Europe
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| U.S. Banks 2023 Outlook: Spotlight on Sub Debt | Energy Outlook I: E&P Cash Flow Compression | US Media: Top 10 Themes for 2023 |
| We provide a detailed look at US bank sub debt relative value for 2023, still seeing secondary spreads as too rich but with increasing primary market opportunities as part of a multi-year issuance ‘wave’ to replace Tier 2 amortization. | Our 2023 Outlook for US Independent E&Ps focuses on key themes in the sector, including cash flow compression, a continued ramp in shareholder returns and peaking credit metrics. | These are ten themes to watch in the US media sector in 2023, including downside risk to the advertising outlook, hefty EBITDA declines at linear TV networks, the need for DTC to show a path to profitability and a quieter year for M&A. |
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| Euro Banks: Conference Transcript & 2023 Outlook | IG European Consumer: 2023 Outlook | Global Autos: 2023 Outlook – Picks & Pans |
| Economic weakness in 2023 will put pressure on European banks’ earnings and asset quality, but their balance sheets are stronger than in the past, and we expect them to be resilient. | In our 2023 Outlook piece, we highlight key themes and trends to watch out for in the IG European consumer space and outline our key picks and pans in the sector. | We highlight credits with strong fundamental stories and/or compelling relative value, along with credits we believe will be fundamentally challenged or offer poor relative value. |
Sector Outlooks for 2023
Did you miss any of these reports? The complete list of sector outlooks published is below. Current subscribers can access them on CreditSights.com simply by visiting our 2023 Outlooks page. You can search there by sector, region, credit grade and date.
| Global | US | Europe | APAC |
| Global Market Strategy Aerospace & Defense Autos Metals & Mining Pharmaceuticals Special Situations Tobacco Transportation |
US IG & HY Banks Building Materials Chemicals Communications Construction Consumer Goods Energy Health Insurance Homebuilding Insurance Media Medical Products Muni Issuance Paper & Packaging Refiners Tech Utilities |
Euro IG & HY IG Sector Strategy Banks Building Materials Chemicals Construction Consumer Discretionary Retail Food Retail Insurance Services TMT Utilities |
APAC Financials China Industrials China LGFVs China Macro China Property China Tech S & SEA Corporates |
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