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Know More. Risk Better.

Latest episodes

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Nov 3, 2023 • 21min

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.
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Nov 1, 2023 • 27min

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.
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Oct 25, 2023 • 29min

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.
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Oct 24, 2023 • 27min

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.  
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Oct 19, 2023 • 24min

Euro Preliminary 2024 Outlook

CreditSights Head of European Strategy, Logan Miller discusses our current positioning on the Euro HY and IG market, the final predictions for 2023 and initial outlook for 2024, including potential risks to look out for in the upcoming year. He additionally, gives his perspective on sector strategies for investors.
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Oct 17, 2023 • 30min

U.S. Prelim 2024 Outlook

Tune in to this week’s episode as Global Head of Strategy, Winnie Cisar, and Head of U.S. IG Strategy, Zachary Griffiths discuss their final predictions for 2023 and preliminary 2024 outlooks, including potential risks to look out for in the coming year.
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Oct 12, 2023 • 32min

US Fiscal Outlook

On this week's "Know More. Risk Better." Podcast, Conor Beakey, North America Analyst at BMI of Fitch Solutions, discusses the fiscal deficit situation in the US. He delves into the potential implications of the deficit on the global markets, and additionally, offers valuable insights into the economic outlook and deficit projections for the year 2024.
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Oct 10, 2023 • 29min

Fund Flows: Mutual Funds & ETFs

Tune in as Winnie Cisar, Global Head of Strategy, and Pat Luby, Senior Municipal Strategist, discuss all things fund flows. Pat shares his thoughts on why we should be paying more attention to ETFs and Mutual Funds, highlighting his top picks, and assessing what’s in store for the future.
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Oct 5, 2023 • 20min

LevFin Insights & Loan Market

On this week's "Know More. Risk Better." Podcast, Managing Editor of US Leverage Loan at LevFin Insights, Kerry Kantin, discusses the origins of LevFin Insights and how its news and data can be applied to the loan market; she also dives into the state of the leverage loan market in the last quarter.
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Oct 3, 2023 • 27min

Sector Outlook: European Consumer

CreditSights Head of European Strategy, Logan Miller, and Senior Consumer Analyst, Maryum Ali, discuss their holistic views of the European Consumer sector, as well as their recommendations within the Food & Bev, and Personal Care subsectors.

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