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CreditSights Senior TMT Analyst, Hunter Martin, discusses his sector recommendation for Investment Grade Media, including his trade ideas, and top picks & pans, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: US Consumer Goods
CreditSights Senior Consumer Analyst, Jim Dunn, discusses his sector recommendation, spread tightening across IG and HY, new issuance expectations, and his top picks & pans, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: US Energy
CreditSights Senior Energy Analyst, Chas Johnston, CFA, discusses his outlook for 2023, including his sector recommendation, primary market expectations, and his top picks & pans, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: US Insurance
CreditSights Senior Insurance Analyst, Josh Esterov, discusses his outlook for 2023, including new issuance expectancy, risks from the banking sector, and top picks & pans, on this episode of the Know More. Risk Better. podcast.
Bank Liquidity versus Data Dependency: The Road Ahead for the Fed and Credit Markets
CreditSights analysts Winnie Cisar, Zachary Griffiths, Simon Adamson, Jesse Rosenthal, and Peter Simon, discussed the events of the past week, including the collapse of SVB, Credit Suisse, volatility in corporate credit markets, the February CPI print and how these events are likely to influence the Fed’s decision-making process at its upcoming March meeting.
Jesse Rosenthal, Head of US Financials; Peter Simon, Senior Financials Analyst; and Joshua Kramer, Senior Special Situations Analyst, answer critical questions our clients are asking following the collapse of Silicon Valley Bank.
2023 Sector Outlook: US Healthcare
CreditSights Co-Head of High Yield Research and Senior Healthcare Analyst, Eric Axon, discusses his outlook for 2023, including new issuance expectance, and his top picks & pans, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: US Financials
CreditSights Head of US Financials, Jesse Rosenthal, discusses his outlook for 2023, including specific issuers of concern, earnings risks, and top picks & pans, on this episode of the Know More. Risk Better. podcast.
3M: Assessing PFAS and Earplug Risks
Senior Analysts from CreditSights walk through the complex issues that impact our view on 3M, including litigation, catalysts and potential liability related to PFAS and earplug products.
Monthly Global Market Update: March 2023
CreditSights' Global Head of Strategy, Winnie Cisar, recapped February macro and market activity during the March Global Market Update. Patrick Luby, Head of Muni Strategy and our resident ETF expert., joined her to discuss bond ETFS and introduce our new ETF monitor product.
2023 Sector Outlook: US Technology
CreditSights Senior Technology Analyst, Jordan Chalfin, discusses his outlook for 2023, including his recommendation for the US Technology sector, and primary market activity forecast, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: US Telecom
CreditSights Senior Telecom & Cable Analyst, Davis Hebert, discusses his outlook for the Telecom sector including the spike in labor costs and new issue expectations, on this episode of the Know More. Risk Better. podcast.
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.
Know More. Risk Better.®
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