Enjoy this rich library of webinar recordings, conference webcasts, and e-learning materials.
Resource Library
Enjoy this rich library of webinar recordings, conference webcasts, and e-learning materials.
Webinars / Webcasts
In our 2022 Global Autos Outlook, we look into industry fundamentals including a 2021 overview, as well as key themes for the coming year.
Aerospace & Defense: 2022 Outlook
With expected COVID-19 related bumps along the way, what can investors anticipate from ongoing developments in the Aerospace & Defense sector?
Weekly Wrap: 2021 Recap & US Market Update
Winnie Cisar gives a recap of 2021 and discusses our top trades to start out the year.
In our Life and P&C Insurance Outlook, we provide insights for the year ahead by highlighting key themes, topics, and trends that have risen in US Insurance sectors.
In our Life and P&C Insurance Outlook, we provide insights for the year ahead by highlighting key themes, topics, and trends that have risen in US Insurance sectors.
Weekly Wrap: Telecom, Media & Cable Outlook & US Market Update
Davis Hebert and Hunter Martin present their 2022 outlooks for the Telecom, Media & Cable sectors.
US IG & HY 2022 Outlook: Use it or Lose It
For FY 2022, we expect a volatile H1 to give way to steeper UST curves and retesting of recent tights across IG and HY.
Asia Financials: A Year in Transition
Asian financials have come through COVID-19 relatively well – but as inflation picks up and support schemes are withdrawn, what will the impact on the segment be?
US Financials: Looking for Storm Clouds in Calm Seas
LIBOR transition, inflation, and interest rates loom as key considerations for investing in the sector in 2022.
Asia Strategy and Picks & Pans
Investment themes and trade ideas for volatile markets.
Use It or Lose It: Capital Preservation in an Inflationary World
2022 should be a pivotal year for the Fed and global economy as the current generation of investors may see sustained inflation for the first time.
We look at the rise of green bonds as a major asset class in European credit, including the risks of greenwashing, regulation and relative value opportunities.
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