Strategy Global Market Update | 2026 Outlook

Описание: Welcome to the CreditSights 2026 Outlook Webinar!! [Please note: This webinar was broadcasted on November 21st 2025]

Download the presentation: https://know.creditsights.com/strateg...

In this webinar, CreditSights Global Strategy team delivers their 2026 outlook across global credit markets, examining US macro trends and Fed policy expectations, European ECB developments, emerging markets sovereign credit dynamics, and APAC regional growth. Winifred Cisar, Zachary Griffiths, Logan Miller, Regis Chatellier, and Zerlina Zeng provide detailed analysis on investment grade and high yield credit strategies, spread forecasts, sector recommendations, and positioning insights across US, European, EM, and Asian markets. The session features interactive audience polling on key market views and concludes with a lively Q&A addressing tariff impacts, political risks, and the team's 2026 market "bingo cards." Essential viewing for credit investors, portfolio managers, and financial professionals seeking actionable insights and strategic guidance to navigate the evolving global fixed income landscape in 2026.

Speakers
· Winifred Cisar, Global Head of Strategy, CreditSights:
Winifred leads the global strategy agenda, providing cross-market insights on macro, credit sectors, and relative value across regions.
· Zachary Griffiths, CFA, Head of IG and Macro Strategy, CreditSights:
Zachary specializes in investment-grade and macro strategy, translating economic trends into credit market implications.
· Logan Miller, Head of Euro Strategy, CreditSights: Focuses on Euro credit markets, policy dynamics, and sector fundamentals across European issuers and sovereigns.
· Regis Chatellier, Head of EM Sovereign Strategy, CreditSights:
Regis expert in EM sovereign risk and performance, offering country-level analysis and global EM outlooks.
· Zerlina Zeng, CFA, Head of Asia Strategy, CreditSights:
Zerlina covers APAC sovereign and corporate credit, highlighting regional risks, catalysts, and market themes.

Timestamps:
00:00 – Introduction
02:56 – US Macro Growth & Fed Policy
09:46 – European ECB & Fiscal Outlook
16:00 – Emerging Markets Economic Trends
20:37 – APAC Growth & China Outlook
24:23 – US Investment Grade Strategy
29:18 – US High Yield & Leveraged Finance
39:13 – European Credit Markets
45:52 – EM Sovereign Bond Outlook
50:05 – APAC Credit Markets
54:14 – 2026 Outlook & Conclusion

Connect with CreditSights
· Website: https://know.creditsights.com/
· LinkedIn:   / creditsights