Enjoy this rich library of webinar recordings, conference webcasts, and e-learning materials.
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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.
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.
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.
Energy Transition: Multisector Risks & Opportunities
We discuss the constantly evolving topic of energy transition, where the risks aren’t priced in, new technologies we are tracking and the opportunities for investors.
What’s in a Rating? Pandemic Edition
We discuss opportunities created by these dislocations and highlight credits with upgrade/downgrade potential, including those with crossover potential.
Coming out of the pandemic-driven default cycle, a shrinking distressed universe provides investors with a limited opportunity set, while demand for private lending and leveraged loans accelerates.
Municipals credit, on the back of Federal stimulus, proved its resilience throughout the pandemic. Reopening is broadly moving forward, albeit in fits and starts
Easy Money, Fast Cash, and the TMT Sector in 2022
With companies flush with cash, our team will discuss how they expect companies in the TMT sectors to spend in 2022; will it be M&A, or shareholder rewards?
Will the (Supply) Chain Break?
We discuss the challenges facing these key industries into 2022, our expectations for commodity prices and how these moving pieces may impact operations and valuations.
European Banks: Who Gives a FAQ?
We discuss the most frequently asked questions on European banks over the past few months, including interest rate sensitivity, asset quality, M&A, supply forecasts and relative value.
Round the Sectors: Euro IG Picks and Pans
We discuss our picks and pans across the main sectors in the Euro IG market.
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