Topical Archives - ÌÇÐÄÊÓƵ 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 - ÌÇÐÄÊÓƵ 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 ÌÇÐÄÊÓƵ.

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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, ÌÇÐÄÊÓƵ
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:

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds

July 30, 2026 Read More
2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds

2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds

July 23, 2026 Read More
Emerging Markets: 2H26/2027 Strategy Outlook

Emerging Markets: 2H26/2027 Strategy Outlook

July 10, 2026 Read More
Asia in Focus: 2H26 Global Credit Outlook Implications
Asia in Focus: 2H26 Global Credit Outlook Implications

Asia in Focus: 2H26 Global Credit Outlook Implications

July 3, 2026 Read More

Know More. Risk Better.

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The post The ARR Reckoning: Decoding Software Stress Across Credit appeared first on ÌÇÐÄÊÓƵ.

]]> 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 ÌÇÐÄÊÓƵ.

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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, ÌÇÐÄÊÓƵ
Wilson Lees, Research Credit Analyst, ÌÇÐÄÊÓƵ

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:

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds

July 30, 2026 Read More
2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds

2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds

July 23, 2026 Read More
Emerging Markets: 2H26/2027 Strategy Outlook

Emerging Markets: 2H26/2027 Strategy Outlook

July 10, 2026 Read More
Asia in Focus: 2H26 Global Credit Outlook Implications
Asia in Focus: 2H26 Global Credit Outlook Implications

Asia in Focus: 2H26 Global Credit Outlook Implications

July 3, 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 ÌÇÐÄÊÓƵ.

]]> 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 ÌÇÐÄÊÓƵ.

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

]]> GICP x ÌÇÐÄÊÓƵ 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 ÌÇÐÄÊÓƵ Webinar: Credit Market Outlook 2024 appeared first on ÌÇÐÄÊÓƵ.

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

]]> 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 ÌÇÐÄÊÓƵ.

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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 ÌÇÐÄÊÓƵ.

]]> 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 ÌÇÐÄÊÓƵ.

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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 ÌÇÐÄÊÓƵ.

]]> 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 ÌÇÐÄÊÓƵ.

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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 ÌÇÐÄÊÓƵ.

]]> 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 ÌÇÐÄÊÓƵ.

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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 ÌÇÐÄÊÓƵ.

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