Know More. Risk Better‪.‬ CreditSights

Host Zach Griffiths explores the complexities of private credit with guest Lyle Margolis from Fitch Ratings. They examine the balance of strong earnings against the pressures of elevated base rates and liquidity challenges, providing insights into the current state and future trends of middle-market fundamentals.

In the latest CreditSights podcast episode, host Winnie Cisar dives into the complexities of liability management exercises with Justin Forlenza, Managing Director at Covenant Review. This episode unpacks the intricacies of balance sheet restructuring outside of bankruptcy, exploring various transaction types and how they impact investors, as well as the current trends driving an increase in these transactions.

In the latest episode of "Know More. Risk Better.," host Zachary Griffiths speaks with LFI Managing Editor Andrew Hedlund, exploring the complexities of private credit and the evolving interplay between banks and direct lenders. The discussion sheds light on the current state of deal flows, pricing trends, and the broader economic implications for companies navigating today's high-interest environment.

In the latest episode of "Know More. Risk Better.," hosts Winnie Cisar and Zachary Griffiths delve into the intricacies of private credit and its burgeoning role in U.S. investment strategy. They unpack the evolution of lending practices, the regulatory shifts affecting banks, and the interconnectedness of private equity and private credit in today's financial landscape.

Host Zach Griffiths and special guest, Josh Esterov, dive into the changing dynamics of fixed income markets, with a special emphasis on the growing presence of private credit in life insurers' investment strategies. They explore the risks and opportunities associated with this trend, particularly in the context of a potential economic downturn, while also discussing the increasing influence of private equity firms in the life insurance sector.

Season 6 of "Know More. Risk Better.," kicks off with a deep dive into the financial currents shaping the market. Join Winnie Cisar, Global Head of Strategy, and Zachary Griffiths, Head of US Investment Grade and Macro Strategy, as they analyze the aftermath of 4Q23 and 1Q24's economic data and the Federal Reserve's nuanced policy signals.