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2023 Sector Outlook: European Utilities

CreditSights Senior European Utilities Analyst, Andrew Moulder, discusses his outlook for the rest of the year, including his sector recommendations, primary market expectations, and his top picks & pans.

2023 Sector Outlook: European Insurance

CreditSights Senior European Insurance Analysts Martina Seydoux and Larissa Knepper discuss the impact of new issuance activity, volatility periods, as well as their recommendations for the European Insurance sector including their top picks & pans.

2023 Sector Outlook: European Consumer

CreditSights Senior European Consumer Analyst Maryum Ali, discusses recent consumer trends and the impact of inflation and a potential recession, as well as her recommendations for the European consumer sector including her picks & pans.

2023 Sector Outlook: European Retail

CreditSights Senior European Food Retail and Gaming Analyst, Amarveer Singh and Senior European Consumer and Retail Analyst, Samik Majumdar, discuss recent consumer trends and the impact of a potential recession, as well as their recommendations for the European retail sector including their picks & pans.
 

Special Episode: How Do Insurance Companies Invest $7+ Trillion in Assets?

CreditSights Senior Insurance Analyst, Josh Esterov, joins Zachary Griffiths for a discussion around US insurer investment portfolios; reviewing data and trends in regards to investment yields, credit quality, asset class and sector allocation, duration, and other measures.

2023 Sector Outlook: US Chemicals

CreditSights Head of Basic Industries, Andrew Brady, discusses his recommendation for the Chemicals Sector, new issue and earnings expectations, and his top picks & pans.

2023 Sector Outlook: US Aircraft Leasing

CreditSights Senior Transportation Analyst, Roger King, discusses his sector recommendation, the impact ESG will have on Aircraft Leasing, recent consumer trends and his top picks & pans.

2023 Sector Outlook: US Building Materials

CreditSights Global Building Materials & Construction Senior Analyst, Andy Belton, discusses his sector recommendation for US Building Materials, the impact of a potential recession, construction trends, and his top picks & pans.