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CreditSights
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Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.

  1. قبل ٣ أيام

    Europe Macro: Digesting Higher Rates & Energy Prices

    In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Anwita Basu, Head of Country Risk for Europe at BMI, about Europe’s macro outlook, geopolitical pressures, and evolving credit risks in 2026. They discuss how repeated crises have reshaped Europe’s strategic priorities, from energy transition and defense spending to fiscal coordination and competitiveness. The conversation examines the impact of Middle East tensions on energy prices, Europe’s role as a price taker, and the risk of prolonged stagflation amid weak demand and higher-for-longer interest rates. They also explore Germany’s expansionary fiscal stance, housing market pressures, and divergent policy responses across the region. The episode concludes with insights on geopolitical volatility, US-Europe transmission risks, and what investors are watching next. Listen now for expert perspectives on European credit conditions and macro risk dynamics.

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  2. ٢٣ أبريل

    Asia’s Market Pulse: Credit Trends and Global Volatility

    In this episode of the Know More. Risk Better. podcast, the conversation unpacks how global macro volatility, geopolitical tensions, and private credit risk are shaping today’s fixed income markets, with a strong focus on Asia. Zachary Griffiths is joined by Zerlina Zeng to discuss the impact of Middle East conflict on energy prices and yields, evolving investor behavior in Korea and China, and shifting allocations between US assets, local rates, equities, and alternatives. They explore private credit exposure, tight credit spreads, US rate uncertainty, and the growing influence of AI on market dynamics and investment workflows. The episode delivers timely, regionally grounded insight to help investors better navigate global credit markets with confidence.

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  3. ١٦ أبريل

    Banks, Private Credit and the Myth of a 2008 Replay

    In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths is joined by Peter Simon, Head of US Banks, and Simon Adamson, Head of European Banks, to examine rising investor concerns around private credit and bank exposure. They explore whether current risks echo 2008, discussing regulatory changes, capital strength, and why a systemic crisis appears unlikely. The conversation analyzes how banks lend to private credit funds, BDCs, and business credit intermediaries, focusing on structure, collateral, and capital impact. They also assess market pricing signals, default risk, and exposure metrics such as total loans and CET1 capital. The episode compares US and European bank exposure, highlights regulatory scrutiny, and addresses software and AI-related credit concerns. It concludes with insights on monitoring private credit risk without losing sight of broader bank fundamentals. Listen now for a clear, data-driven view of private credit and bank risk across global markets and evolving credit cycles in 2026 and investor positioning.

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  4. ٩ أبريل

    ETFs 101: Decoding the Mechanics of ETFs for Bond Investors

    In this episode of the Know More. Risk Better. podcast, the discussion unpacks the mechanics, growth, and practical use of fixed income ETFs in today’s credit markets. Winnie Cisar is joined by Pat Luby for an ETF 101 conversation covering why ETFs have gained traction, how fund flows and price discovery work, and the roles of liquidity, tax efficiency, and authorized participants. They examine primary versus secondary markets, the expanding ETF universe across credit sectors, and how investors use ETFs for hedging, portfolio construction, and tactical positioning. The episode also explores active versus passive strategies and why ETFs influence bond liquidity and trading behavior. Gain clear, actionable insights to better understand and apply ETFs in fixed income investing.  Related Resource: US COTD: Fund Flows as of Apr 8, '26 & ETF Podcast Discover US ETF Fund Flows as investor allocations shift across fixed income, credit sectors and bond ETFs amid volatile market conditions. Read the full article here: https://know.creditsights.com/insights...

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  5. ٣ أبريل

    Global Market Update: 2Q26 Outlook for the US & Europe

    In this episode of the Know More. Risk Better. podcast, the discussion examines how geopolitical risk, private credit stress, and AI‑driven uncertainty are reshaping global credit markets in 2026. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the market impact of the Iran conflict, rising energy prices, and heightened scrutiny on private credit and BDCs. The conversation explores sharp repricing in rates, evolving central bank expectations, and differences between U.S. and European credit dynamics, while also addressing AI‑related investment risks and labor market implications. Gain timely, macro‑driven insights to help investors navigate volatility, assess credit conditions, and identify opportunities across rates and credit markets.

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  6. ٢٦ مارس

    Private Credit Reset: BDCs, Defaults and AI Fears

    In this episode of the Know More. Risk Better. podcast, the discussion explores whether private credit is facing a true turning point or moving through a cyclical reset amid rising scrutiny, BDC redemptions, and shifting return expectations. Winnie Cisar is joined by Andrew Hedlund and Zachary Griffiths to unpack recent stress in private credit markets, the role of software and AI‑related concerns, and how deal flow, valuations, and underwriting standards are evolving. The conversation also examines the implications for public credit markets, bank and insurance exposure, and what investors should monitor to assess broader systemic risk. Gain timely, market‑driven perspectives to help investors better evaluate private credit dynamics shaping fixed income and leveraged finance conditions.

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  7. ١٩ مارس

    Hot Topics in Bankruptcy in 1Q26

    In this episode of the Know More. Risk Better. podcast, the discussion examines critical developments reshaping the bankruptcy and restructuring landscape in Q1 2026, including liability management exercises, contested Chapter 11 cases, and evolving legal standards for third-party releases. Patrick Holohan, Mark Lightner, and Ian Feng from CreditSights are joined by Raff Ferraioli of Morrison & Foerster and Marc Heimowitz of Creditor Rights Coalition to break down key cases ranging from Office Properties Income Trust's $135 million OID settlement to Multicolor's venue battle and contested DIP facility, plus Serta Simmons' ongoing damages trial. The conversation also explores highlights from the Creditor Rights Coalition symposium at NYU tracking 46 potential LMEs, fraud concerns including double-pledging issues, convergence of private credit and BSL markets, anti-cooperation provision developments, and the strategic whack-a-mole game between sponsor tactics and creditor protective blockers. Gain practical, expert perspectives to help investors and practitioners better assess restructuring risks, litigation outcomes, and positioning in today's complex credit environment.

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  8. ١٢ مارس

    Laura Ullrich On Labor Market Imbalance and AI's Impact

    In this episode of the Know More. Risk Better. podcast, the discussion explores how the U.S. labor market is evolving amid slowing job growth, persistent low‑hire, low‑fire dynamics, and rising uncertainty tied to AI, geopolitics, and policy. Zachary Griffiths and Laura Ullrich break down recent nonfarm payrolls data, sector imbalances driven by healthcare, and growing challenges for job seekers despite low unemployment. The conversation also examines how AI is reshaping hiring patterns, especially in tech, the risk of a timing mismatch between AI investment and labor demand, and insights from job posting data on entry‑level roles. Gain timely, data‑driven perspectives to help investors better assess labor market signals shaping credit and macro risk.

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Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.

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