Seizing Opportunities in Credit: Actionable Strategies From 25 Years on the Front Lines
Winnie Cisar - Global Head of Strategy, CreditSights
17 September 2025
Insights into the credit market shifts, strategies, and technologies shaping opportunity and risk over the next cycle.
- 25-Year Perspective: What’s changed, what hasn’t, and why fundamentals still drive outcomes.
- Value Identification Frameworks: Understand approaches for spotting opportunity across public and private credit without overreaching on risk.
- Data and AI in Credit: See how advanced analytics and alternative data are transforming research, personalization, and decision speed.
- Private Credit Landscape: Get up to speed on borrower–lender dynamics, pricing trends, and liquidity considerations including secondaries.
- Risk and Themes to Watch: Know the liquidity and spread signals, and the ESG, regulatory, and geopolitical forces shaping the next era.
Introduction
Seizing Opportunities in Credit: Actionable Strategies from 25 Years on the Front Lines
Celebrating 25 Years of CreditSights: Independent Insights for a Changing World
In September 2000, CreditSights was founded to meet a clear market need: independent, objective credit research that could guide investors through uncharted territory. Since then, the credit landscape has transformed beyond recognition. Today, as we mark our 25th anniversary, we not only reflect on the seismic shifts we’ve witnessed, but also look ahead, sharing key strategies and insights that will empower our clients to seize opportunities and navigate future market cycles with confidence.
From Emerging Markets to a Global Powerhouse: 2000–2025
A Market on the Cusp of Change
At the turn of the millennium, the US investment-grade corporate bond market stood at $1.5 trillion. Leveraged finance was in its infancy, emerging markets were just starting to attract mainstream attention, and retail investor participation was modest. Trading was opaque, data limited, and independent research was rare. The failure of major companies and the impact of global financial crises highlighted the urgent need for independent, thorough credit analysis.
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