Episodes
Thursday Feb 15, 2024
Meet Bixby: Our New Edge in the BSL Market
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
Cloudy with a Chance of Defaults: A Forecast of Our 2024 Default Outlook
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.
Thursday Feb 08, 2024
Macro Movers: Deciphering Global Growth and Risks Ahead
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Host Zachary Griffiths discusses the delicate balance of risks and opportunities in the fixed income market with BMI's Global Head of Country Risk, Cedric Chehab. Cedric shares his expert analysis on the expected economic slowdown in 2024, highlighting the contrast between developed and emerging markets and the pivotal role of monetary and fiscal policy. This episode provides investment professionals with critical insights into the strategic considerations essential for navigating the forces shaping global credit markets.
Tuesday Feb 06, 2024
Brick by Brick: Decoding European Real Estate's Risks and Rewards
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
In this insightful episode of "Know More. Risk Better.," host Winnie Cisar sits down with analyst Mary Pollock, CFA to explore the current state of the European real estate market amidst a pivotal property cycle. They dissect the impact of hybrid work trends on office property valuations and discuss the importance of interest coverage ratios (ICRs) to determine the health of issuers’ balance sheets through this cycle. Tune in for an expert analysis.
Thursday Feb 01, 2024
Talkin’ Telco and Media
Thursday Feb 01, 2024
Thursday Feb 01, 2024
Tune in as host Winnie Cisar and analyst Davis Hebert explore the pivotal trends in the media and telecom sectors as we advance into 2024. Hebert discusses broadband competition, adaptive strategies in video services, and the evolving ad spend landscape. The episode also sheds light on sports viewership trends and addresses tactical debt management within high-yield sectors. A compact yet comprehensive listen for those tracking the pulse of media and telecom developments.
Tuesday Jan 30, 2024
Surfing the Swell: Navigating the High Tide of 2024's Leveraged Loan Market
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
In this episode of "Know More. Risk Better.," host Winnie Cisar and US Bureau Chief for LevFin Insights, Kerry Kantin, dissect the bustling start of the leveraged loan market in 2024. They delve into the implications of the market's robust opening, and the emerging trends in refinancings and repricings. With the market swiftly adapting to macroeconomic signals, they explore the strategic maneuvers companies are making to optimize their capital structures.
Thursday Jan 25, 2024
Behind the Analyst Angst: Uncovering 2024's Credit Risks Across Sectors
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Dive into the latest episode of "Know More. Risk Better.," where hosts Winnie Cisar and Zachary Griffiths, alongside Head of Euro Strategy Logan Miller, dissect underappreciated risks in the fixed income markets for 2024. The trio discusses sector-by-sector threats, highlighting the potential for increased leverage and the looming concerns of waning demand and higher interest rates. Tune in for their expert analysis on how macro trends are shaping micro-market movements and what that means for your investment strategy.
Tuesday Jan 23, 2024
Fund Flows, Fiscal Outlook and a Look at 2024 Muni Trends
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
In this episode of "Know More. Risk Better.," host Winnie Cisar and Senior Municipal Strategist, Pat Luby offer a comprehensive look at the municipal bond market's shaky start in 2024. They explore the dynamics of job growth within state and local governments and the influence of upcoming elections on muni bonds. Luby also breaks down recent trends in mutual fund and ETF flows, discussing the implications of current market uncertainty on investment strategies.
Thursday Jan 18, 2024
How to Cheat and Beat the AA Index: Intro to FABNs
Thursday Jan 18, 2024
Thursday Jan 18, 2024
Tune into the latest episode of "Know More. Risk Better" where host Zachary Griffiths, and Head of Insurance Josh Esterov, CFA give an overview of the funding agreement-backed notes (FABNs) market, the hot start to the year for FABN issuance, and dive into how FABNs can act as a "cheat code" for investors in high quality fixed income looking to outperform the 'AA' or even 'A' indices. They also discuss how FABNs provide benefits for both issuers (life insurers) and investors. A must-listen for investment professionals looking to find ways to pick up spread/yield within the highest quality rating buckets of corporate credit.
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
In this special episode of "Know More. Risk Better," host Zachary Griffiths is joined by the Head of Transportation and Aerospace, Matt Woodruff, CFA to discuss the recent alarming incident on an Alaska Airlines flight involving a Boeing 737 Max 9. They explore the event's implications for Boeing's financial situation and the impact on the bond market. Woodruff also provides an overview of Boeing's history with the 737 Max family, shedding light on the company's strategic decisions and the pressures facing its signature aircraft line. This episode promises to offer professional insight into the aerospace industry's current challenges and the financial repercussions for one of its key players.