56 episodes

Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.

Know More. Risk Better. A CreditSights Podcast CreditSights

    • Business
    • 5.0 • 16 Ratings

Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.

    2023 Sector Outlook: European Utilities

    2023 Sector Outlook: European Utilities

    CreditSights Senior European Utilities Analyst, Andrew Moulder, discusses his outlook for the rest of the year, including his sector recommendations, primary market expectations, and his top picks & pans.

    • 40 min
    2023 Sector Outlook: European Insurance

    2023 Sector Outlook: European Insurance

    CreditSights Senior European Insurance Analysts Martina Seydoux and Larissa Knepper discuss the impact of new issuance activity, volatility periods, as well as their recommendations for the European Insurance sector including their top picks & pans.

    • 23 min
    2023 Sector Outlook: European Consumer

    2023 Sector Outlook: European Consumer

    CreditSights Senior European Consumer Analyst Maryum Ali, discusses recent consumer trends and the impact of inflation and a potential recession, as well as her recommendations for the European consumer sector including her picks & pans.

    • 23 min
    2023 Sector Outlook: European Retail

    2023 Sector Outlook: European Retail

    CreditSights Senior European Food Retail and Gaming Analyst, Amarveer Singh and Senior European Consumer and Retail Analyst, Samik Majumdar, discuss recent consumer trends and the impact of a potential recession, as well as their recommendations for the European retail sector including their picks & pans.














     

    • 26 min
    Special Episode: How Do Insurance Companies Invest $7+ Trillion in Assets?

    Special Episode: How Do Insurance Companies Invest $7+ Trillion in Assets?

    CreditSights Senior Insurance Analyst, Josh Esterov, joins Zachary Griffiths for a discussion around US insurer investment portfolios; reviewing data and trends in regards to investment yields, credit quality, asset class and sector allocation, duration, and other measures.

    • 28 min
    2023 Sector Outlook: US Chemicals

    2023 Sector Outlook: US Chemicals

    CreditSights Head of Basic Industries, Andrew Brady, discusses his recommendation for the Chemicals Sector, new issue and earnings expectations, and his top picks & pans.

    • 21 min

Customer Reviews

5.0 out of 5
16 Ratings

16 Ratings

Top Podcasts In Business

Ramsey Network
Greenhouse Software
Rob Kosberg
Money News Network
NPR
Dan Fleyshman

You Might Also Like

Dr. David Kelly, J.P. Morgan Asset Management
Morgan Stanley
Oaktree Capital Management
J.P. Morgan Global Research
Bloomberg
Bloomberg