Know More. Risk Better.

GLP 1s and Consumer - Part 2

Analysts Maryum Ali and James Dunn join host Winnie Cisar to discuss the potential effects of GLP1s on both the U.S. and Europe consumer sectors.

European Corporate Hybrids

CreditSights, Head of European Strategy, Logan Miller, joins our host Zachary Griffiths, CFA, to discuss the role of corporate hybrid bonds in the European market. Together, they review the impact of low-interest rates, the performance of hybrids amidst market volatility and projections for 2024.

GLP 1s and Healthcare - Part 1

Listen to latest episode of the "Know More. Risk Better." podcast, where Eric Axon, Senior Healthcare Analyst & Co-Head of HY, Josh Esterov, Senior Insurance Analyst, and Jory Eisenberg, Senior Special Situations Analyst, unite to discuss GLP1s and healthcare. In addition, they share their viewpoints on the weight loss industry, highlighting several weight loss and diabetes prescription drugs.
 

U.S. Consumer Update

Consumer analysts, James Goldstein, CFA, James Dunn, and David Bussey, CFA join our Global Strategy team in this month's Global Market update to discuss Consumer outlooks as we approach the holiday season.  

FOMC and Treasury Refunding

On this week's "Know More. Risk Better." Podcast, Head of US IG and Macro Strategy, Zach Griffiths CFA and our host Winnie Cisar, Head of Global Strategy discuss the recent Fed Press Conference and the policy statement. They also delve into the impact of the treasury refunding announcement on treasury yields, the economic data points and final quarter projections.

Energy M&A

Senior analyst Chas Johnston, CFA, shares his thoughts on the two recent mega M&A deals between Exxon and Pioneer, and Chevron and Hess.

China Macro Part 2

On this week's "Know More. Risk Better." Podcast, CreditSights Senior Analyst in North Asia Corporates, Zerlina Zeng CFA , discusses all things China Macro. She spotlights graduate unemployment, the China property market. She also delves into the impact of travel and tourism on the Chinese economy, whilst touching on the banking system.

New Coverage: IG Homebuilding

On this week’s podcast episode, analyst Michael O’Brien gives an overview of CreditSights’ IG Homebuilding sector coverage including his top picks, views on balance sheets, and potential risks considering today’s high interest market.