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Laura Ullrich On Labor Market Imbalance and AI’s Impact
In this episode of the Know More. Risk Better. podcast, the discussion explores how the U.S. labor market is evolving amid slowing job growth, persistent low‑hire, low‑fire dynamics, and rising uncertainty tied to AI, geopolitics, and policy. Zachary Griffiths and Laura Ullrich break down recent nonfarm payrolls data, sector imbalances driven by healthcare, and growing challenges for job seekers despite low unemployment.
Chemicals: Capacity, Credit Stress & Middle East
In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Andrew Brady, Andy Belton and Peter Agra about the embattled chemicals sector navigating multiple headwinds in 2026.
Deals Ahead: Positioning for M&A Recovery with Hayfin
Kerstin Kubanek and guest Mark Bickerstaffe examine the outlook for private credit in 2026, with a focus on M&A activity, valuations, and deal quality across European markets. They discuss the rebound in primary buyouts, disciplined leverage and loan‑to‑value levels in direct lending, and the growing role of refinancing and capital solutions where valuation gaps persist.
Global Market Update: Iran Escalation: Market and Cross-Sector Credit Implications
CreditSights and BMI experts unpack how the evolving conflict could reshape energy prices, sovereign risk, Treasury yields, and global credit markets. From oil supply risks to potential Strait of Hormuz disruption scenarios, we explore what matters most for investors navigating rising geopolitical uncertainty.
Uncertainty in the BSL Market: What Now?
Steve Miller speaks with Lauren Basmadjian about overseeing $50B in liquid credit across U.S. and European CLOs, the dynamic between private credit and syndicated loans, and an M&A driven supply pipeline. They discuss default trends, liability management exercises, AI’s impact on software portfolios and investment workflows, and key differences between U.S. and European credit markets.
Grounded & Rerouted: Middle East Impact on European Aviation
In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Mihir Trivedi, Senior Analyst for European Transportation, about the fast-moving Middle East conflict and its implications for global aviation and European credit.
U.S. Consumer Check: Credit Quality Meets Uncertainty
In this episode of the Know More. Risk Better. podcast, host Winnie Cisar, Global Head of Strategy at CreditSights, speaks with Peter Simon, Head of U.S. Banks, and Iris Shi, Senior Banks Analyst, about the state of the US consumer in 2026.
The ARR Reckoning: Decoding Software Stress Across Credit
In our latest topical webinar, Winifred Cisar leads the conversation with Andrew Hedlund, John Kim, and Lyle Margolis, who share insights on private credit liquidity, Blue Owl asset sales, leverage trends, covenant protections, and how AI may reshape software business models and credit outcomes.
Iran at the Fault Line: Geopolitics, Markets & EM Risks
In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Regis Chatellier, Head of Emerging Market Sovereign Strategy at CreditSights, and Lauren Gilbert, Senior Political Science Analyst at GeoQuant, about the escalating situation in Iran and its global market implications.
Deal Making Dynamics & Valuations with Lincoln International
Krista Giovacco speaks with Brian Garfield and Lucas Weiss from Lincoln International's Portfolio Valuation and Opinions Practice to discuss private credit market dynamics heading into 2026. They discuss deal making momentum with transaction multiples exceeding 2021 peak levels and the outlook for continued M&A activity alongside robust refinancing volume.
From Taipei to Hong Kong: Credit Conversations That Matter
In this episode of the Know More. Risk Better. podcast, Zachary Griffiths and Zerlina Zhang discuss insights from Zerlina’s recent roadshow across Greater China and Taiwan, covering investor sentiment on US macro and Fed policy, yield-seeking behavior, private credit risks, AI winners and losers, and renewed interest in Asia local currency bonds, particularly Australian dollar debt.
Navigating CLO Arbitrage and Tail Risk in 2026
Kerstin Kubanek speaks with Dagmara Michalczuk, Co-Chief Investment Officer at Tetragon Credit Partners, ahead of the Deal Catalyst European Direct Lending Conference. They discuss CLO market dynamics in 2026, including spread compression reaching post-financial crisis tights and the outlook for refinancing and reset activity.
Know More. Risk Better. A CreditSights Podcast.
In this Season of the podcast, CreditSights Global Head of Strategy, Winnie Cisar, and Senior Strategist, Zachary Griffiths, interview our sector analysts to get their outlooks for the year. With our guests from industry leaders and experienced practitioners, listen as they deliver informative and engaging discussions on the latest trends and developments in the market.
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