Know More. Risk Better‪.‬ CreditSights

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.

In this episode of the "Know More, Risk Better." podcast, our hosts Winnie Cisar and Zach Griffiths discuss their recent travels and meetings with clients, sharing insights into the current sentiment in the credit markets. They explore topics such as the private credit market, global views from various meetings, and expectations for the economy and central bank policies.