Topical Archives - ÂÒÂ׶ÌÊÓƵ Know More. Risk Better.® Thu, 26 Feb 2026 12:12:51 +0000 en-US hourly 1 /wp-content/uploads/cropped-favicon-512x512-1-32x32.png Topical Archives - ÂÒÂ׶ÌÊÓƵ 32 32 The ARR Reckoning: Decoding Software Stress Across Credit /webinars/the-arr-reckoning-decoding-software-stress-across-credit/ Thu, 26 Feb 2026 09:58:41 +0000 /?post_type=webinars&p=33680 The post The ARR Reckoning: Decoding Software Stress Across Credit appeared first on ÂÒÂ׶ÌÊÓƵ.

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The ARR Reckoning: Decoding Software Stress Across Credit

February 25, 2026

In our latest topical webinar, Winifred Cisar leads the conversation with Andrew Hedlund, John Kim, and Lyle Margolis, who share insights on private credit liquidity, Blue Owl asset sales, leverage trends, covenant protections, and how AI may reshape software business models and credit outcomes.

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Andrew Hedlund, Managing Editor, LevFin Insights
John Kim, Director, Covenant Analyst, Covenant Review
Lyle Margolis, Head of Private Credit, Fitch Ratings

Timestamps:

– Introduction
 – 2025 Review & 2026 Supply Outlook
 – Portfolio Concerns & Return Scenarios
– Muni Valuations & After-Tax Yields
 – Sector Outlook & Poll Results
 – Airport Sector Analysis
– Higher Education Sector Headwinds
 – State & Local Government Trends
 – Curve Positioning Strategy
 – Q&A & Closing Remarks

More from our team:

U.S. Autos Expert Panel: Navigating a Shifting Market

U.S. Autos Expert Panel: Navigating a Shifting Market

June 19, 2026 Read More
U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

June 12, 2026 Read More
Global Market Update: Cable Weakness & Media Credit Dynamics

Global Market Update: Cable Weakness & Media Credit Dynamics

June 5, 2026 Read More
Global Market Update: Private Credit, BDC & Bank Developments

Global Market Update: Private Credit, BDC & Bank Developments

May 14, 2026 Read More

Know More. Risk Better.®

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]]> 2026 Municipals Outlook /webinars/municipals-2026-outlook/ Fri, 30 Jan 2026 12:38:43 +0000 /?post_type=webinars&p=32960 The post 2026 Municipals Outlook appeared first on ÂÒÂ׶ÌÊÓƵ.

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2026 Municipals Outlook

January 29, 2026

In our latest 2026 Municipals Outlook webinar, Pat Luby and Wilson Lees break down key drivers shaping munis in the year ahead from record issuance and net supply to rate volatility, curve positioning, and sector‑level opportunities.

Watch on YouTube:

Speakers:

Pat Luby, Head of Municipal Strategy, ÂÒÂ׶ÌÊÓƵ
Wilson Lees, Research Credit Analyst, ÂÒÂ׶ÌÊÓƵ

Timestamps:

– Introduction
 – 2025 Review & 2026 Supply Outlook
 – Portfolio Concerns & Return Scenarios
– Muni Valuations & After-Tax Yields
 – Sector Outlook & Poll Results
 – Airport Sector Analysis
– Higher Education Sector Headwinds
 – State & Local Government Trends
 – Curve Positioning Strategy
 – Q&A & Closing Remarks

Related Resources:

Muni Outlook for 2026: The 2026 muni outlook highlights record supply, shifting demand, sector‑specific risks, and modest positive returns amid evolving curve and ETF dynamics. /insight…

More from our team:

U.S. Autos Expert Panel: Navigating a Shifting Market

U.S. Autos Expert Panel: Navigating a Shifting Market

June 19, 2026 Read More
U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

June 12, 2026 Read More
Global Market Update: Cable Weakness & Media Credit Dynamics

Global Market Update: Cable Weakness & Media Credit Dynamics

June 5, 2026 Read More
Global Market Update: Private Credit, BDC & Bank Developments

Global Market Update: Private Credit, BDC & Bank Developments

May 14, 2026 Read More

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.

SUBSCRIBE NOW

The post 2026 Municipals Outlook appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> Beyond the Print: Assessing Xerox’s Financial Flexibility & Strategic Levers /events-type/beyond-the-print-assessing-xeroxs-financial-flexibility-strategic-levers/ Tue, 28 Oct 2025 15:54:42 +0000 /?post_type=events-type&p=30189 The post Beyond the Print: Assessing Xerox’s Financial Flexibility & Strategic Levers appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> The post Beyond the Print: Assessing Xerox’s Financial Flexibility & Strategic Levers appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> GICP x ÂÒÂ׶ÌÊÓƵ Webinar: Credit Market Outlook 2024 /events-type/gicp-credit-market-outlook-2024/ Tue, 09 Jan 2024 16:10:18 +0000 /?post_type=events-type&p=16624 The post GICP x ÂÒÂ׶ÌÊÓƵ Webinar: Credit Market Outlook 2024 appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> The post GICP x ÂÒÂ׶ÌÊÓƵ Webinar: Credit Market Outlook 2024 appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> Energy Transition: Whose Revenues are at Risk and When? /?p=6056 Fri, 03 Dec 2021 09:13:25 +0000 /?post_type=archive-webinars&p=6056 29 October 2021 Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

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29 October 2021
Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> Energy Transition: Whose Revenues are at Risk and When? /?p=6057 Fri, 03 Dec 2021 09:13:25 +0000 /?post_type=archive-webinars&p=6057 29 October 2021 Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

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29 October 2021
Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> Energy Transition: Whose Revenues are at Risk and When? /?p=6058 Fri, 03 Dec 2021 09:13:24 +0000 /?post_type=archive-webinars&p=6058 29 October 2021 Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

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29 October 2021
Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

]]> Energy Transition: Whose Revenues are at Risk and When? /?p=5995 Fri, 03 Dec 2021 07:37:04 +0000 /?post_type=archive-webinars&p=5995 29 October 2021 Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

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29 October 2021
Analysts: Winnie Cisar & Chris Snow

The post Energy Transition: Whose Revenues are at Risk and When? appeared first on ÂÒÂ׶ÌÊÓƵ.

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