Expert analysts discuss underappreciated sector-specific risks for 2024, including leverage concerns and potential downturns. They highlight macro trends impacting micro-market movements and offer insights for investment strategies amidst rate volatility and fixed income challenges.

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.

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.

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.

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.

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.

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.

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.

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.  

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.