Know More. Risk Better.

Special Episode: Banking on Stability: An Analysis of European Bank Earnings

Tune into our latest "Know More. Risk Better." episode where strategy meets insight in the fixed income arena. Head of Financials, Simon Adamson joins to dissect the impact of US commercial real estate on European banks and what it means for investors. We also take a closer look at European bank performance and the potential shifts in the banking landscape. Essential listening for anyone looking to stay ahead in the world of credit investing.

Euro-Levfin Uncovered: Strategy and Sentiment in 2024

In our latest "Know More. Risk Better." podcast episode, host Winnie Cisar and Global Editor-in-chief of LFI, Luke Millar unpack the European leveraged finance market's robust start in 2024. They tackle key drivers, CLO trends, and the evolving private credit landscape, offering expert analysis on the sector's opportunities and challenges. Tune in for critical insights into high-yield strategies and default outlooks.

Beyond the Rate Cut: China's Fiscal Policy and Its Global Ripple Effects

In this episode of "Know More. Risk Better.," host  Zachary Griffiths joins Head of East Asia Corporates, Zerlina Zeng, to analyze China's unexpected five-year loan prime rate cut and its implications for market sentiment and investment strategies. They explore the nuanced impacts on the credit market, debate future policy shifts, and offer insights on navigating the current investment climate.

Navigating Market Surprises: Understanding CPI and PPI Impacts

In this episode of "Know More. Risk Better.," Winnie Cisar and Zachary Griffiths unpack the implications of the latest CPI and PPI data on fixed income markets, and discuss the Federal Reserve's anticipated rate adjustments. They provide a strategic outlook for investors amid shifting economic indicators and market resilience.

Meet Bixby: Our New Edge in the BSL Market

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.

Cloudy with a Chance of Defaults: A Forecast of Our 2024 Default Outlook

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.

Macro Movers: Deciphering Global Growth and Risks Ahead

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.

Brick by Brick: Decoding European Real Estate's Risks and Rewards

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.