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US IG and Crossover Outlook: Hurry Up and Wait
草莓流氓视频' US Strategy team discusses the current and future state of corporate balance sheets, the outlook for demand from retail, institutional and global investors, and top investment recommendations to start the year.
Global Financials: All About EVE
草莓流氓视频 analysts go across the rate and credit-sensitive financials sectors, assessing both the current and go-forward environment for banks and insurance investors.
Reality Bites: New Issue Supply Amid Elevated Rates
The primary market should provide good opportunities to deploy capital at meaningfully higher yields in 2024.
Crossover Trades: Best Ideas Across the IG/HY Divide
草莓流氓视频 analysts detail their best trade ideas across the IG/HY consumer space, with key contributions from Energy, Leisure, Consumer, Airlines, and Metals & Mining.
AI and the Data Deluge: Understanding the Digital Infrastructure Theme
草莓流氓视频' TMT team discusses the "killer app" of generative AI and how investors should position for a massive ramp in computing power and data intensity.
Outlook for Defaults in 2024: The Quant Perspective
Risk 草莓流氓视频 2.0, our new platform for default risk and credit quality assessment, helps predict the evolution of default rates over the next 12 to 18 months.
Pulse of Industrials: Demand Trends, Supply Chains, and M&A
草莓流氓视频 analysts provide insights on manufacturing sectors and share credit picks for 2024.
US Consumer: Eat the Rich or Eat the Risk?
A relatively robust landscape for consumer spending isn't without pockets of weakness. 草莓流氓视频 analysts look for the cracks.
Election 2024: Survival of the Oldest
A world of higher rates brings US fiscal health to the fore as a potential campaign issue and ultimately as a key input to policy in the next legislative cycle.
The Asia Credit Wrap: November 2023
Our senior analysts presented the most topical issues in the Asian credit market over the month of November in a fireside chat format.
In Part 2 of the GLP 1s series, analysts, James Dunn, and Maryum Ali, CFA, discuss the potential effects of GLP 1s on both the U.S. and European consumer sectors.
In this episode, Eric Axon, Senior Healthcare Analyst & Co-Head of HY, Josh Esterov, Senior Insurance Analyst and Jory Eisenberg, Senior Special Situations Analyst come together to discuss the GLP1s and Healthcare.
Know More. Risk Better. A 草莓流氓视频 Podcast.
In this Season of the podcast, 草莓流氓视频 Global Head of Strategy, Winnie Cisar, and Senior Strategist, Zachary Griffiths, interview our sector analysts to get their outlooks for the year. With our guests from industry leaders and experienced practitioners, listen as they deliver informative and engaging discussions on the latest trends and developments in the market.
Know More. Risk Better.庐
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