Crossover Trades: Best Ideas Across the IG/HY Divide Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Moderator: Eric Axon, CFA - Co-Head of High Yield, Head of Healthcare, CreditSights Panelists: James Dunn...
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AI and the Data Deluge: Understanding the Digital Infrastructure Theme Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Moderator: Davis Hebert, CFA - Head of Telecom/Media, CreditSights Panelists: Jordan Chalfin - Head...
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Outlook for Defaults in 2024: The Quant Perspective Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Presenter: Kai Gilkes, Ph.D. - Head of Quantitative Strategy, CreditSights {!{wpv-post-featured-image size='large'}!} Summary: After a modest...
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Pulse of Industrials: Demand Trends, Supply Chains, and M&A Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Moderator: Matt Woodruff, CFA - Head of Aerospace & Defense/Transports, CreditSights Panelists: Andrew Brady -...
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US Consumer: Eat the Rich or Eat the Risk? Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Moderator: James Goldstein, CFA - Head of Retail, CreditSights Panelists: David Bussey - Senior Leisure...
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Election 2024: Survival of the Oldest Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Moderator: Chris Snow - Global Head of Strategy, CreditSights Panelists: Andy DeVries, CFA - Head of Investment Grade &...
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The Asia Credit Wrap: November 2023 Date: {!{types field='webinar-date-o' style='text' format='F j, Y'}!}{!{/types}!} Presenters: Pramod Shenoi, Zerlina Zeng, and Lakshmanan R. {!{wpv-post-featured-image size='large'}!} Summary Our senior analysts presented the most topical...
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U.S. Consumer Update Summary Consumer analysts, James Goldstein, CFA, James Dunn, and David Bussey, CFA join our Global Strategy team in this month's Global Market update to discuss Consumer outlooks...
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Energy M&A Summary In this episode, Senior analyst Chas Johnston, CFA, shares his thoughts on the two recent mega M&A deals between Exxon and Pioneer, and Chevron and Hess. Analysts...
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GLP 1s and Consumer Summary In Part 2 of the GLP 1s series, analysts, James Dunn, and Maryum Ali, CFA, discuss the potential effects of GLP 1s on both the...
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