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Know More. Risk Better.

Latest episodes

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Sep 28, 2023 • 21min

Sector Outlook: US Tobacco

CreditSights US Consumer Analyst, Ben Morgan, CFA, discusses the decline in cigarette sales in the US and the rise in other tobacco products, covering M&A activity in the tobacco space, and the controversy surrounding tobacco promotion, such as FDA regulations.
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Sep 26, 2023 • 25min

Hail to Munis Fall 2023 Outlook

CreditSights Senior Municipal Strategist, Patrick Luby delves into the year-to-date success of the Muni Market, provides sector recommendations, and shares his outlook for fall 2023.
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Sep 21, 2023 • 19min

The Future of TV

CreditSights Senior Media & Cable Analyst, Hunter Martin, CFA, and CreditSights Senior Telecom & Cable Analyst, Davis Hebert, CFA, are joined by Winnie Cisar as they delve into their outlook for the future of TV, offer sector recommendations, and reflect on the Disney and Charter hostage crisis.
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Sep 19, 2023 • 29min

US Rates Update: Debating Duration

CreditSights Senior US IG Strategist and Rates Market expert, Zachary Griffiths, CFA, discusses whether UST yields are going higher, explores inflation concerns, the outlook for the Fed and provides opportunities heading into 2024.
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Aug 8, 2023 • 23min

2023 Sector Outlook: Asia IG Sector Strategy

CreditSights Co-Head of Asia-Pacific Research, Sandra Chow, CFA, discusses the research team's inaugural Asia Investment Grade sector strategy, highlighting opportunities in recovering sectors and providing guidance to navigate those still facing pressure.
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Aug 3, 2023 • 33min

2023 Sector Outlook: China Macro

CreditSights Senior North Asia Corporates Analyst, Zerlina Zeng, CFA, discusses her outlook on the Chinese economy for the rest of the year, her sector recommendations, and top picks & pans.
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Aug 1, 2023 • 30min

Special Episode: The 2023 Asia Conferences

Pramod Shenoi, Co-Head of Asia-Pacific Research, joins Winnie Cisar, Global Head of Strategy, to debrief after the annual CreditSights Asia Conferences in Hong Kong and Singapore. Pramod shares highlights from the conferences and speaks about what our analysts learned in conversations with dozens of attendees.
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Jul 26, 2023 • 26min

Special Episode: The New CreditSights

Erin Lyons, our Global Head of Business Strategy, joins Winnie Cisar to discuss the New CreditSights Platform and all the upcoming product releases for 2023. Our unified platform provides credit market research, covenant analysis and leveraged finance news into one site to help you... Know More. Risk Better. 
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Jul 11, 2023 • 28min

Special Episode: US Consumer Goods and Inflation

CreditSights Senior Consumer Analyst, James Dunn discusses his outlook for the rest of the year, consumer trends, the consequences of inflation on profitability and other essential measures for companies in the consumer goods sector. Additionally, he provides his final forecasts before the release of the Consumer Price Index.
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Jun 28, 2023 • 32min

2023 Sector Outlook: European Autos

CreditSights Senior European Autos Analyst, Jim Williamson, discusses his outlook for the rest of the year, the sector recommendations, and his top picks & pans.

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