Winnie Cisar

Winnie Cisar, the global head of strategy at CreditSights, dives into the shifting landscape of corporate credit investments as global portfolio managers look beyond the US for opportunities amid rising volatility. She discusses the implications of trade wars and stagflation on US borrowers while highlighting potential investments in sectors like industrials and Boeing bonds. With US exceptionalism waning, Cisar emphasizes the increasing allure of markets in China and Europe as investors adapt to new economic dynamics.

Exploring the impact of CPI and PPI data on fixed income markets, investor perspectives on credit spreads, Federal Reserve's rate adjustments, comparisons of current credit cycle to historical data, market volatility, and potential credit risk opportunities

Cam Dawson, CIO of New Edge Wealth, shares insights on investment strategies for 2025 amidst expectations of slower growth. Winnie Cisar, Global Head of Strategy at Creditsights, dives into bond market signals and economic forecasts, emphasizing key trends in fixed income. Lisa Mateo, a Bloomberg journalist, adds her perspective on the current media landscape. The discussion also touches on the legacy of Jimmy Carter, reflecting on his humanitarian impact and lasting influence in today’s political climate.