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Global Strategy Outlook: 3Q25/1H26

Season 9, Episode 1

The Global Strategy Team at CreditSights kick off our new series with an extra long episode casting a timely look ahead at US, Euro, and EM Sovereign credit as we enter 2H25 and set our sights on early 2026. Our global strategy team consists of Winnie Cisar, Global Head of Strategy, Zachary Griffiths, Head of IG & Macro Strategy, Logan Miller, Head of European Strategy, Regis Chatellier, Head of EM Sovereign Strategy & Zerlina Zeng, Head of Asia Credit Strategy. Join our experts as they break down the latest macro trends, sector fundamentals, and market catalysts shaping these regions, highlighting actionable risks and opportunities amid shifting policy landscapes. From updated US credit strategies and Euro issuer themes to EM volatility and country-specific outlooks, this podcast offers invaluable intelligence for navigating the evolving global credit environment.

Winnie Cisar
Global Head of Strategy at CreditSights

Zachary Griffiths, CFA
Head of IG and Macro Strategy, CreditSights

Logan Miller
Head of European Strategy at CreditSights

Regis Chatellier
Head of EM Sovereign Strategy at CreditSights

Zerlina Zeng, CFA
Head of Asia Credit Strategy at CreditSights

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