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Sector Outlook: European Consumer

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.

Sector Outlook: US Tobacco

CreditSights US Consumer Analyst, Ben Morgan, CFA, discusses the decline in cigarette sales in the US and the rise in other tobacco products, covering M&A activity in the tobacco space, and the controversy surrounding tobacco promotion, such as FDA regulations.

Hail to Munis Fall 2023 Outlook

CreditSights Senior Municipal Strategist, Patrick Luby delves into the year-to-date success of the Muni Market, provides sector recommendations, and shares his outlook for fall 2023.

The Future of TV

CreditSights Senior Media & Cable Analyst, Hunter Martin, CFA, and CreditSights Senior Telecom & Cable Analyst, Davis Hebert, CFA, are joined by Winnie Cisar as they delve into their outlook for the future of TV, offer sector recommendations, and reflect on the Disney and Charter hostage crisis.

US Rates Update: Debating Duration

CreditSights Senior US IG Strategist and Rates Market expert, Zachary Griffiths, CFA, discusses whether UST yields are going higher, explores inflation concerns, the outlook for the Fed and provides opportunities heading into 2024.

2023 Sector Outlook: Asia IG Sector Strategy

CreditSights Co-Head of Asia-Pacific Research, Sandra Chow, CFA, discusses the research team's inaugural Asia Investment Grade sector strategy, highlighting opportunities in recovering sectors and providing guidance to navigate those still facing pressure.

2023 Sector Outlook: China Macro

CreditSights Senior North Asia Corporates Analyst, Zerlina Zeng, CFA, discusses her outlook on the Chinese economy for the rest of the year, her sector recommendations, and top picks & pans.

Special Episode: The 2023 Asia Conferences

Pramod Shenoi, Co-Head of Asia-Pacific Research, joins Winnie Cisar, Global Head of Strategy, to debrief after the annual CreditSights Asia Conferences in Hong Kong and Singapore. Pramod shares highlights from the conferences and speaks about what our analysts learned in conversations with dozens of attendees.