Know More. Risk Better.

Retail: Real Life or Just Fantasy? Our Weekly Wrap with Erin Lyons and James Goldstein

We present our CreditSights’ Weekly Wrap from May 22nd, a conversation between Erin Lyons, our IG Strategist, as host, and James Goldstein, our Senior Retail Analyst, as guest.

Covid, Covenants, and Collateral: A Conversation with Charlotta Chung and Belle Yang

CreditSights’ Charlotta Chung and Belle Yang, legal analysts from the US and the UK, speak to the liquidity and covenant challenges that borrowers and lenders face in the midst of the COVID-19 crisis. 

Perspective on the Pandemic: Our Weekly Wrap with Erin Lyons and Glenn Reynolds

We present our CreditSights' Weekly Wrap from May 15th, a conversation between Erin Lyons, our IG Strategist, as host, and Glenn Reynolds, our Global Head of Strategy, as guest. 

Playing with Fire: A Conversation with Charlotta Chung, Head of US Legal Research, and Andy DeVries, Co-Head of IG Research, Senior Utilities Analyst

CreditSights’ Head of US Legal Research, Charlotta Chung, and Co-Head of US IG Research, Andy DeVries discuss Pacific Gas & Electric’s upcoming emergence from bankruptcy and the implications for new and legacy creditors.  

Managing Risk: A Conversation with Senior US Insurance Analyst Josh Esterov

CreditSights' Senior US Insurance Analyst, Josh Esterov, frames the impact of COVID-19 on the insurance sector, and talks to lessons learned from prior epidemics and the global financial crisis. 

Liquidity, Liquidity, Liquidity: A Conversation with Senior US Consumer Analyst Jim Dunn

CreditSights' Senior US Consumer Analyst, Jim Dunn, discusses the recent financing deals in the Hospitality sector, and talks to how investors find comfort in lending to one of the hardest hit sectors in the COVID-19 crisis. 

This Time is Different: A Conversation with Head of US Financials Jesse Rosenthal

CreditSights’ Head of US Financials, Jesse Rosenthal, recaps the recent round of bank earnings.  We discuss bank reserving, CECL implementation, the yield curve, and bank dividends. 

Don't Fight the Fed: A Conversation with US IG Strategist Erin Lyons

CreditSights’ Co-Head of Investment Grade, Erin Lyons, discusses our outlook for US IG credit.  We discuss Fed interventions, market technicals, and the economy under shelter-in-place policies.