Know More. Risk Better.

Talkin’ Telco and Media

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.

Surfing the Swell: Navigating the High Tide of 2024's Leveraged Loan Market

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.

Behind the Analyst Angst: Uncovering 2024's Credit Risks Across Sectors

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.

Fund Flows, Fiscal Outlook and a Look at 2024 Muni Trends

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.

How to Cheat and Beat the AA Index: Intro to FABNs

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.

Special Episode: Altitude Adjustment: The Boeing 737 Max 9 Saga and its Market Turbulence

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.

New Year, New Market

Season 5 is here! Dive into the latest financial currents with CreditSights' analysts Winnie Cisar and Zachary Griffiths, CFA as they unpack the early 2024 market trends and how it impacts their 2024 credit/rates market expectations in this must-listen episode. From dissecting the modest upside surprise to December CPI data to analyzing Treasury auction demand and exploring the surge in corporate issuance to start the year, get the strategic insights you need to navigate the shifting landscapes of the fixed income markets. Tune in to uncover the balance between risk and opportunity that awaits investors this year.

US Banks Update

Join our host, Zachary Griffiths, alongside CreditSights, Head of Banks, Jesse Rosenthal and Senior Banks Analyst, Peter Simon, CFA, as they delve into the Q3 earnings of US banks, analyze the current state of the consumer credit sector, and examine the implications of regulatory changes on the banking industry.