In this episode of "Know More. Risk Better.," host  Zachary Griffiths joins Head of East Asia Corporates, Zerlina Zeng, to analyze China's unexpected five-year loan prime rate cut and its implications for market sentiment and investment strategies. They explore the nuanced impacts on the credit market, debate future policy shifts, and offer insights on navigating the current investment climate.

In this episode of "Know More. Risk Better.," Winnie Cisar and Zachary Griffiths unpack the implications of the latest CPI and PPI data on fixed income markets, and discuss the Federal Reserve's anticipated rate adjustments. They provide a strategic outlook for investors amid shifting economic indicators and market resilience.

In our latest podcast episode, we're thrilled to introduce Brian Conroy, the founder of Bixby – a company specializing in the leveraged loan market and the newest member of the Fitch Solutions family. Brian shares his journey from the investment banking world to creating Bixby, a platform addressing the need for transparent information flow in private markets. He discusses Bixby’s growth, its near-complete coverage of the US loan market, and its expansion plans into Europe. Tune in to hear how Bixby's data is revolutionizing the way clients approach the loan market and discover the synergy with CreditSights’ suite of products.

In the latest episode of "Know More. Risk Better.," we invited Fitch Ratings Head of US Leveraged Finance, Lyuba Petrova and CreditSights Head of Quantitative Research, Kai Gilkes to discuss the anticipated US bond and leveraged loan default rates for 2024, exploring key factors and potential impacts on investment strategies. The conversation also touches on the role of private credit and liability management in shaping the fixed income landscape. Tune in for strategic insights crucial for navigating the evolving credit market.

For further questions please feel free to reach out to Lyuba at [email protected].

Host Zachary Griffiths discusses the delicate balance of risks and opportunities in the fixed income market with BMI's Global Head of Country Risk, Cedric Chehab. Cedric shares his expert analysis on the expected economic slowdown in 2024, highlighting the contrast between developed and emerging markets and the pivotal role of monetary and fiscal policy. This episode provides investment professionals with critical insights into the strategic considerations essential for navigating the forces shaping global credit markets.

In this insightful episode of "Know More. Risk Better.," host Winnie Cisar sits down with analyst Mary Pollock, CFA to explore the current state of the European real estate market amidst a pivotal property cycle. They dissect the impact of hybrid work trends on office property valuations and discuss the importance of interest coverage ratios (ICRs) to determine the health of issuers’ balance sheets through this cycle. Tune in for an expert analysis.

Tune in as host Winnie Cisar and analyst Davis Hebert explore the pivotal trends in the media and telecom sectors as we advance into 2024. Hebert discusses broadband competition, adaptive strategies in video services, and the evolving ad spend landscape. The episode also sheds light on sports viewership trends and addresses tactical debt management within high-yield sectors. A compact yet comprehensive listen for those tracking the pulse of media and telecom developments.

In this episode of "Know More. Risk Better.," host Winnie Cisar and US Bureau Chief for LevFin Insights, Kerry Kantin, dissect the bustling start of the leveraged loan market in 2024. They delve into the implications of the market's robust opening, and the emerging trends in refinancings and repricings. With the market swiftly adapting to macroeconomic signals, they explore the strategic maneuvers companies are making to optimize their capital structures.

Dive into the latest episode of "Know More. Risk Better.," where hosts Winnie Cisar and Zachary Griffiths, alongside Head of Euro Strategy  Logan Miller, dissect underappreciated risks in the fixed income markets for 2024. The trio discusses sector-by-sector threats, highlighting the potential for increased leverage and the looming concerns of waning demand and higher interest rates. Tune in for their expert analysis on how macro trends are shaping micro-market movements and what that means for your investment strategy.

In this episode of "Know More. Risk Better.," host Winnie Cisar and Senior Municipal Strategist, Pat Luby offer a comprehensive look at the municipal bond market's shaky start in 2024. They explore the dynamics of job growth within state and local governments and the influence of upcoming elections on muni bonds. Luby also breaks down recent trends in mutual fund and ETF flows, discussing the implications of current market uncertainty on investment strategies.