Know More. Risk Better.

On CreditSights' "Know More. Risk Better." podcast, Davis Hebert and Erick Vega join host Winnie Cisar to explore the fascinating and often mysterious world of data centers. Dive into the infrastructure that powers our digital lives, from the storage of Instagram photos to the streaming of your favorite shows. Discover the inner workings of these massive facilities, the differences between hyperscale and colocation data centers, and how emerging technologies like generative AI are driving unprecedented demand. Tune in to unravel the complexities of data centers and understand their critical role in our ever-evolving digital landscape. Whether you're a tech enthusiast or just curious about where your data lives, this episode is packed with insights and expert analysis you won’t want to miss.

In the latest episode of the "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Jim Williamson, Senior European Autos Analyst. They cover key developments in the European automotive sector, including the shift from volume to value, the impact of rising dealer inventories, declining used car prices, and the challenges posed by stringent emissions regulations and Chinese EV competition. The discussion also touches on recent changes in sector recommendations and specific stock picks for investors.

On CreditSights' "Know More. Risk Better." podcast, Jesse Rosenthal, James Goldstein, and James Dunn join host Winnie Caesar to delve into the pressing questions surrounding consumer behavior and market conditions. They explore the current state of consumer health, spending patterns, and key indicators that signal broader market trends. Gain valuable insights into which metrics our experts rely on to forecast consumer spending and understand the underlying factors influencing the market today. Tune in to uncover the nuances and expert analyses that shape our understanding of the consumer landscape. Discover how factors like retail sales, credit card data, and discretionary spending are influencing the market, and what this means for the future of consumer behavior.

In this episode of "Know More. Risk Better.", Winnie Cisar is joined by Andrew Hedlund, Managing Editor at LevFin Insights, to discuss current trends in private credit. They highlight the anticipated Federal Reserve rate cuts and their potential impact on the market, noting that tight pricing benefits borrowers with lower interest payments. The discussion also covers high leverage in private credit deals, a growing deal pipeline, and significant fundraising efforts, such as Ares' $34 billion in investable capital. Additionally, they address macroeconomic impacts, concerns about defaults, the use of payment-in-kind (PIK) options, and sector-specific challenges, particularly in healthcare.

In the latest episode of the Know More. Risk Better. podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Luke Millar, Global Editor-in-Chief of LevFin Insights, to explore current developments and forward-looking trends in the European leveraged finance markets.

They delve into key topics such as the performance of the high-yield market, driven by a recovery in stressed sectors like real estate, elevated carry from high starting yields and narrowing credit risk premiums. The discussion also covers the dynamics between fixed and floating rate leveraged debt, the market's appetite for risk, the pivotal role of CLOs, and the outlook for future issuance and refinancing activities amid shifting interest rates and M&A pipelines. 

In the latest episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar is joined by Kerry Kantin, US Bureau Chief at LevFin Insights. They delve into the recent increase in M&A and LBO-related financings against the backdrop of a falling-rate environment, resulting in a $39 billion leveraged loan pipeline. The discussion highlights how falling base rates benefit loan issuers and underscores repricing activities that extend loan maturities. Additionally, the episode covers fund flows, market technicals, and return prospects, noting that high-yield bonds should get a boost as rates decline. It wraps up with an insightful discussion on SOFR floors and CSAs in loan documentation.

The Know More Risk Better is back for Season 07! Join our host Winnie Cisar, Global Head of Strategy as she is joined by Logan Miller, European Head of Strategy, as they set the stage for the season ahead.

This episode covers recent market dynamics and year-end expectations, focusing on US & European investment-grade (IG) and high-yield (HY) markets. Key topics include robust primary market activities, consumer trends, economic outlooks, US job reports' impact on credit spreads, and anticipated central bank easing cycles. They also examine the potential market implications of the upcoming US elections and the revival of the debt ceiling debate.

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.