Know More. Risk Better.

In the latest episode of "Know More, Risk Better," hosts Winnie Cisar and Zach Griffiths are joined by Mark Lightner, Head of Special Situations Legal Research at CreditSights, to discuss the ripple effects of two of the U.S. Supreme Court’s blockbuster decisions from this term: Purdue Pharma, which held that third-party releases are not allowed in bankruptcy, and Loper Bright, which overturned the 40-year-old Chevron deference doctrine for federal agency rule making.

Host Winnie Cisar is joined by Head of TMT, Davis Hebert to discuss Starlink's influence on the satellite sector. They explore Starlink's expansive low Earth orbit satellite system for global broadband service, its financial journey without corporate bonds, and its impact on established satellite players and potential regulatory challenges it faces.

In this timely episode of "Know More. Risk Better," host Zach Griffiths invites guest Ross Schapp of GeoQuant to dissect the evolving U.S. political landscape post-debate and its implications for investment strategies. They delve into the nuanced dynamics of party control, Biden's steadfast candidacy, and how these factors could influence market risks and fiscal policy as we approach the November elections.

In the latest episode of "Know More. Risk Better.", CreditSights' strategists covering the U.S., Europe and EM unpack their mid-2024 to mid-2025 market outlook. They outline their preference for fixed over floating rate product, duration over credit risk and provide their rationale for recommending more defensive portfolio positioning. During the webinar they poll the audience to get a sense of client positioning and perception of economic and financial market risks. Finally, they answer top-of-mind questions from our broad base of global fixed income market clients.

In the latest episode of "Know More, Risk Better," host Zach Griffiths and Cedric Chehab, Global Head of Country Risk at BMI, explore the potential effects of a second Trump presidency on the US dollar. They discuss the impact of tariffs, Federal Reserve policies, and tax cuts. Additionally, they reflect on the alignment of today's currency management strategies with the historical Plaza Accord. The conversation highlights the enduring status of the US dollar as the preeminent global reserve currency.

Hosts discuss recent travels and client meetings, insights on credit markets, global views from meetings, economy and central bank policies, market pressures, single name selection, macro and micro factors, benefits of in-person interactions, cautious sentiment in financial markets, challenges in positioning, implications of French fiscal deficits, global economic outlook, central bank actions, strategic positioning on the IG curve, recommendations for spread pickup and balanced exposure, opportunities for portfolio diversification

In the latest episode of the "Know More, Risk Better" podcast, host Zach Griffiths is joined by Logan Miller, Head of European Strategy at CreditSights. Together, they delve into the evolving landscape of the credit market, highlighting shifts in European credit spreads. They explore the interplay between the ECB's cautious stance and the Fed's assertive moves and consider the market's response to political events in Europe and key policy changes.

Andy DeVries, Head of Utilities at CreditSights, discusses data center demand on power markets, customer growth impact on utility bills, political risk, and the Inflation Reduction Act. They also touch on potential political changes, hybrid financing in utilities, and its impact on fixed income investment strategies.

Policy expert Mark Lightner discusses Biden administration's policy strategies through legislation, executive action, and litigation. They analyze legislative successes, impending Supreme Court rulings, and legal challenges in areas like student loan forgiveness and AI regulation.

Explore consumer credit dynamics, inflation concerns, and future trends in office commercial real estate in this insightful podcast. Learn about credit card debt spikes, consumer resilience, and the impact of e-commerce on office spaces, all debunked by expert analysis.