Know More. Risk Better.

In this insightful episode of the Know More. Risk Better. podcast, host Zachary Griffiths and guest speaker Zerlina Zeng delve into the early indications of Trump's inauguration speech and how it affects their expectations for US-China trade relations. They discuss how Trump's more gradual approach toward tariffs on China, has calmed market concerns, at least for now. While there has been plenty of focus on what the Trump administration will do, they explore the various tools at China's disposal and consider potential retaliatory measures that could influence global markets. Zerlina shares her outlook on China's economic growth, the role of fiscal and monetary policies, and strategic opportunities in Asian credit markets. Tune in to understand the complexities of the US-China trade dynamics and their broader market implications.

Explore the dynamic landscape of emerging market sovereigns in the latest episode of the Know More. Risk Better. podcast. Winnie Cisar, Global Head of Strategy at CreditSights, and Regis Chatellier, Head of EM Sovereign Strategy, delve into the standout performance of EM sovereigns in 2024 and the outlook for 2025. They discuss the surprising strength driven by key high-yield countries and the potential challenges ahead, including US trade policies, geopolitical risks, and fiscal deficits. With insights into market valuations and strategic recommendations, this episode provides a comprehensive overview of the opportunities and risks in the EM sovereign space. Tune in to understand how the forces shaping EM markets may change in the coming months.

In this insightful episode of the Know More. Risk Better. podcast, Winnie Cisar, Global Head of Strategy at CreditSights, and Cedric Chehab, Chief Economist at BMI, delve into the complex world of tariffs and their economic implications. The discussion navigates the potential effects of US tariffs on global markets, the paradox of a strong dollar, and the evolving landscape of US economic policies. With a blend of expert analysis and engaging dialogue, this episode offers a comprehensive look at how these factors could shape the financial future. Join Winnie and Cedric as they explore whether tariffs are terrific, terrible, or simply terrifying.

On the latest episode of CreditSights' Know More. Risk Better. podcast, Zachary Griffiths and Logan Miller join host Winnie Cisar to kick off the 2025 season. They explore the pivotal market dynamics expected to shape the year, focusing on fiscal policies, global trade challenges, and evolving economic conditions. The team shares their perspectives on the potential impacts of these factors on both U.S. and European markets. This episode sets the stage for an insightful year, providing listeners with expert analysis to navigate the complexities of 2025. Tune in to gain valuable foresight and stay informed!

In the season finale of the "Know More. Risk Better." podcast, Winnie Cisar welcomes back Zach Griffiths to dive deep into post-election market dynamics. They tackle topics like market optimism, inflation risks from tariffs, the potential impact of Republican policies, and how policy shifts could reshape 2025. Are the markets too optimistic? What hidden risks could be lurking around the corner? Don't miss this insightful and action-packed wrap-up episode!

In our latest podcast episode, we dive into the significant market changes following the U.S. election, marking the end of 2024. With Trump’s surprising comeback and Republican gains in the Senate, we break down what this means for the markets. Join Logan Miller and our esteemed autos team as they discuss corporate credit markets, central bank actions, and the global auto sector's reaction to political shifts. Stay tuned for expert insights and market predictions.

Don't miss this special U.S. election reaction episode of the "Know More. Risk Better." podcast! Host Winnie Cisar welcomes Connor Beakey from BMI and Mark Lightner from CreditSights for an in-depth discussion on the market's response to former President Trump’s return and the likely Republican win in Congress. Discover the economic impacts, including the S&P 500 surge, rising U.S. Treasury yields, and a stronger U.S. dollar. Plus, get the latest insights on deregulation, corporate tax changes, tariffs, and global trade implications. Tune in for expert analysis and future predictions you won't want to miss!

In this week’s episode of CreditSights’ “Know More. Risk Better.” podcast, host Winnie Cisar is joined by Mark Lightner, Head of Special Situations Legal Research. Together, they delve into the legal issues coming out of the U.S. presidential election, including what a contested election might look like, how major litigation may be impacted, and the Fed’s independence, among other topics.  Mark and Winnie provide detailed insights into these critical topics, making this episode a must-listen for anyone looking to understand the potential legal outcomes of today’s election.

In this week's episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar welcomes Cedric Chehab, Chief Economist for BMI. Cedric shares his perspective on the U.S. economy in 2025 and discusses the potential impacts of the upcoming U.S. presidential election. The conversation covers key economic indicators such as the yield curve and labor market trends, compares today's economy to the 1990s, explores various types of recessions, and addresses the U.S. fiscal deficit and government debt. Tune in for expert analysis and actionable insights into the fixed income markets.

In this episode of the Know More. Risk Better. podcast, we delve into the European real estate market with insights from industry experts Mary Pollock and Logan Miller. Discover what has driven the recent outperformance in the sector and get ahead of the curve as we discuss Q3 earnings, transaction volumes, and the broader property cycle. Learn about key themes such as macro strategy and sector outlooks that could impact your investments. Tune in to find out which sectors are showing signs of recovery and what challenges lie ahead for 2025. Don’t miss this chance to stay informed and make smarter investment decisions!