Episodes

Wednesday Oct 25, 2023
China Macro Part 2
Wednesday Oct 25, 2023
Wednesday Oct 25, 2023
On this week's "Know More. Risk Better." Podcast, CreditSights Senior Analyst in North Asia Corporates, Zerlina Zeng CFA , discusses all things China Macro. She spotlights graduate unemployment, the China property market. She also delves into the impact of travel and tourism on the Chinese economy, whilst touching on the banking system.

Tuesday Oct 24, 2023
New Coverage: IG Homebuilding
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
On this week’s podcast episode, analyst Michael O’Brien gives an overview of CreditSights’ IG Homebuilding sector coverage including his top picks, views on balance sheets, and potential risks considering today’s high interest market.

Thursday Oct 19, 2023
Euro Preliminary 2024 Outlook
Thursday Oct 19, 2023
Thursday Oct 19, 2023
CreditSights Head of European Strategy, Logan Miller discusses our current positioning on the Euro HY and IG market, the final predictions for 2023 and initial outlook for 2024, including potential risks to look out for in the upcoming year. He additionally, gives his perspective on sector strategies for investors.

Tuesday Oct 17, 2023
U.S. Prelim 2024 Outlook
Tuesday Oct 17, 2023
Tuesday Oct 17, 2023
Tune in to this week’s episode as Global Head of Strategy, Winnie Cisar, and Head of U.S. IG Strategy, Zachary Griffiths discuss their final predictions for 2023 and preliminary 2024 outlooks, including potential risks to look out for in the coming year.

Thursday Oct 12, 2023
US Fiscal Outlook
Thursday Oct 12, 2023
Thursday Oct 12, 2023
On this week's "Know More. Risk Better." Podcast, Conor Beakey, North America Analyst at BMI of Fitch Solutions, discusses the fiscal deficit situation in the US. He delves into the potential implications of the deficit on the global markets, and additionally, offers valuable insights into the economic outlook and deficit projections for the year 2024.

Tuesday Oct 10, 2023
Fund Flows: Mutual Funds & ETFs
Tuesday Oct 10, 2023
Tuesday Oct 10, 2023
Tune in as Winnie Cisar, Global Head of Strategy, and Pat Luby, Senior Municipal Strategist, discuss all things fund flows. Pat shares his thoughts on why we should be paying more attention to ETFs and Mutual Funds, highlighting his top picks, and assessing what’s in store for the future.

Thursday Oct 05, 2023
LevFin Insights & Loan Market
Thursday Oct 05, 2023
Thursday Oct 05, 2023
On this week's "Know More. Risk Better." Podcast, Managing Editor of US Leverage Loan at LevFin Insights, Kerry Kantin, discusses the origins of LevFin Insights and how its news and data can be applied to the loan market; she also dives into the state of the leverage loan market in the last quarter.

Tuesday Oct 03, 2023
Sector Outlook: European Consumer
Tuesday Oct 03, 2023
Tuesday Oct 03, 2023
CreditSights Head of European Strategy, Logan Miller, and Senior Consumer Analyst, Maryum Ali, discuss their holistic views of the European Consumer sector, as well as their recommendations within the Food & Bev, and Personal Care subsectors.