Trends with Benefits #120: Investing in Corporate Credit with Winnie Cisar

Winnie Cisar, Global Head of Strategy at CreditSights, joins this episode to share what investors should understand about the corporate credit market. We discuss current spread levels, the impact of private credit on public markets, and overlooked sectors.

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Investing in Corporate Credit with Winnie Cisar

Show Notes

01:00 Should investors be concerned about where spread levels are?

04:04 What is a spread?

11:00 Role of a company’s equity valuation in net financing

13:10 International owners of U.S. corporate debt

17:25 Outlook on fallen angels

22:00 Impact of private credit on public markets

28:51 About CreditSights

30:34 Factors to consider when investing in corporate bonds

32:38 Long-term trend

34:35 Trend or Fad

Trend or Fad

Listen for Winnie’s take on CLOs, CAT bond issuance, DINK consumers, and human-grade dog food.

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