Know More. Risk Better.
Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.
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Episodes
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Winnie Cisar is joined by Dave Preston, Head of Structured Credit Research at AGL Credit Management. Together, they delve into the intricacies of the CLO market, discussing the appealing cash-on-cash returns of CLO equity, the significance of CLO manager performance, and the impact of banks and Japanese investors on AAA CLO tranches. Dave also sheds light on the increasing prominence of private credit CLOs and offers insights for investors navigating this complex landscape.
Thursday Feb 29, 2024
Thursday Feb 29, 2024
In the latest "Know More. Risk Better." episode, host Zachary Griffiths and GeoQuant's Head of Research, Ross Schaap examine the 2024 US presidential election, leveraging their model's impressive 83% success rate in predicting outcomes.
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Tune into our latest "Know More. Risk Better." episode where strategy meets insight in the fixed income arena. Head of Financials, Simon Adamson joins to dissect the impact of US commercial real estate on European banks and what it means for investors. We also take a closer look at European bank performance and the potential shifts in the banking landscape. Essential listening for anyone looking to stay ahead in the world of credit investing.
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
In our latest "Know More. Risk Better." podcast episode, host Winnie Cisar and Global Editor-in-chief of LFI, Luke Millar unpack the European leveraged finance market's robust start in 2024. They tackle key drivers, CLO trends, and the evolving private credit landscape, offering expert analysis on the sector's opportunities and challenges. Tune in for critical insights into high-yield strategies and default outlooks.
Friday Feb 23, 2024
Friday Feb 23, 2024
In this episode of "Know More. Risk Better.," host Zachary Griffiths joins Head of East Asia Corporates, Zerlina Zeng, to analyze China's unexpected five-year loan prime rate cut and its implications for market sentiment and investment strategies. They explore the nuanced impacts on the credit market, debate future policy shifts, and offer insights on navigating the current investment climate.
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
In this episode of "Know More. Risk Better.," Winnie Cisar and Zachary Griffiths unpack the implications of the latest CPI and PPI data on fixed income markets, and discuss the Federal Reserve's anticipated rate adjustments. They provide a strategic outlook for investors amid shifting economic indicators and market resilience.
Thursday Feb 15, 2024
Thursday Feb 15, 2024
In our latest podcast episode, we're thrilled to introduce Brian Conroy, the founder of Bixby – a company specializing in the leveraged loan market and the newest member of the Fitch Solutions family. Brian shares his journey from the investment banking world to creating Bixby, a platform addressing the need for transparent information flow in private markets. He discusses Bixby’s growth, its near-complete coverage of the US loan market, and its expansion plans into Europe. Tune in to hear how Bixby's data is revolutionizing the way clients approach the loan market and discover the synergy with CreditSights’ suite of products.
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
In the latest episode of "Know More. Risk Better.," we invited Fitch Ratings Head of US Leveraged Finance, Lyuba Petrova and CreditSights Head of Quantitative Research, Kai Gilkes to discuss the anticipated US bond and leveraged loan default rates for 2024, exploring key factors and potential impacts on investment strategies. The conversation also touches on the role of private credit and liability management in shaping the fixed income landscape. Tune in for strategic insights crucial for navigating the evolving credit market.
For further questions please feel free to reach out to Lyuba at Lyuba.petrova@fitchratings.com.