Latest Sectors Podcast Episodes
Changes keep coming – A look at grain & oilseed markets across the globe
RaboResearch Food & Agribusiness North America - April 25, 2024 12:00 - 55 minutes ★★★★★ - 13 ratingsTune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.
Uncovering Our Insights On Altice France Following It’s Recent Rating Action
CLOs Uncovered - April 18, 2024 15:00 - 14 minutesHina & Sandeep discuss Altice France with Justine Miquee over an in-depth analysis of Altice France's recent rating action and insights into the key factors shaping the company's performance, and the areas we are closely monitoring.
How NordAnglia (Bach Finance) Continues To Access Capital Markets
CLOs Uncovered - April 04, 2024 15:00 - 8 minutesSeries 6, Episode 1: Hina & Sandeep have a discussion with Raquel on credit fundamentals of Nord Anglia and despite raising $600 million term loan add-on, it is able to preserve its ratings, though reducing our recovery estimate for its senior secured debt.
The Upgrade: Episode 33: Testing Private Debt's Resilience Through The Credit Estimate Lens
CLOs Uncovered - March 22, 2024 18:10 - 8 minutesIn Episode 33, Scott Tan, Analytical Manager and Managing Director of U.S. Credit Estimates, along with Denis Rudnev, Director of Leveraged Finance at S&P Global Ratings, delved into critical insights from their discussion on "Testing Private Debt's Resilience Through The Credit Estimate Lens." ...
Chaos or clutter?
RaboResearch Food & Agribusiness North America - December 29, 2023 13:00 - 25 minutes ★★★★★ - 13 ratings2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episo...
Worldwide wrap-up
RaboResearch Food & Agribusiness North America - December 18, 2023 13:00 - 1 hour ★★★★★ - 13 ratingsGlobal Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.
How Snooze Drag Helps Borrowers Extend Loan Maturities
CLOs Uncovered - December 11, 2023 15:00 - 8 minutesSeries 5, Episode 5: Hina & Sandeep wrap up the year with Tia Zhang and discuss a workaround seen in loan documentation allowing borrowers to extend maturities more easily.
Farm Input-palooza
RaboResearch Food & Agribusiness North America - December 01, 2023 13:00 - 18 minutes ★★★★★ - 13 ratingsRaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and t...
The Upgrade: Episode 32: Creative Structuring Helps Trinseo PLC
CLOs Uncovered - November 09, 2023 16:08 - 7 minutesIn Episode 32, Steve H Wilkinson, Managing Director of Leveraged Finance at S&P Global Ratings, discusses an interesting case study of Trinseo’s creative debt structuring that helped the firm procure new debt financing to address pending near-term maturities. Related Document Link: Levera...
Tying up loose ends
RaboResearch Food & Agribusiness North America - October 31, 2023 12:00 - 38 minutes ★★★★★ - 13 ratingsThere’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.
Talking Prices…and a Whole Lot More
RaboResearch Food & Agribusiness North America - October 02, 2023 12:00 - 41 minutes ★★★★★ - 13 ratingsFall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen ...
The Upgrade - Episode 31: Unlocking the Big Deal - Worldpay's ‘BB’ Credit Rating Explained
CLOs Uncovered - September 15, 2023 22:15 - 11 minutesIn episode 31, Minesh Patel, the U.S. sector lead of leveraged finance at S&P Global Ratings, and Daniel Pianki, the director of U.S. corporate ratings, discuss one of the most significant leveraged buyout transactions this year and Worldpay's credit rating rationale.
The Upgrade: Speculative Grade Issuers Face Rising Pressure as Revenue Growth Slows
CLOs Uncovered - September 14, 2023 15:00 - 6 minutesIn Episode 27, Minesh Patel, the U.S. sector lead of leveraged finance at S&P Global Ratings, and Hanna Zhang, the director of U.S. leveraged finance and recovery, discuss Hanna’s article titled: Disparities Emerge By Sector, Rating, Company Size, And Debt Cushion. Key takeaways from the artic...
The Upgrade: Episode 30:Speculative Grade Issuers Face Rising Pressure as Revenue Growth Slows
CLOs Uncovered - September 06, 2023 13:15 - 6 minutesIn episode 30, Minesh Patel, the U.S. sector lead of leveraged finance at S&P Global Ratings, and Hanna Zhang, the director of U.S. leveraged finance and recovery, discuss Hanna’s article titled: Disparities Emerge By Sector, Rating, Company Size, And Debt Cushion. Key takeaways from the a...
It’s a Wild World
RaboResearch Food & Agribusiness North America - August 16, 2023 12:00 - 51 minutes ★★★★★ - 13 ratingsThe RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going o...
LSF10 XL Investments S.a.r.l. (Xella)
CLOs Uncovered - August 03, 2023 15:00 - 6 minutesIn this latest episode of our Leveraged Finance & CLOs Uncovered Podcast is out. This time, we discuss how rising interest rates and decreasing consumer confidence led to a downgrade of building material maker LSF10 XL Investments S.a.r.l. (Xella).
The Upgrade: Episode 29: Cash Flow Drought, Refinancing Wall Heighten Rating Risks In Business And Technology Services
CLOs Uncovered - August 03, 2023 14:01 - 8 minutesIn episode 29, Nishit Madlani, the U.S. sector lead for business services and autos at S&P Global Ratings and Ben Hirsch, an associate director within the S&P’s U.S. business services team, discuss their latest article titled: Cash Flow Drought, Refinancing Wall Heighten Rating Risks In Business...
After the Storm – The Fertilizer Industry Charts Its Path After Disruption
RaboResearch Food & Agribusiness North America - July 19, 2023 12:00 - 29 minutes ★★★★★ - 13 ratingsRaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will...
Blue Sky Blues
RaboResearch Food & Agribusiness North America - June 28, 2023 12:00 - 27 minutes ★★★★★ - 13 ratingsDry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survi...
The Upgrade: Episode 28: Material Shifts In Key Credit Stats Drove Downgrades To 'B-' And 'CCC'
CLOs Uncovered - June 16, 2023 18:19 - 7 minutesIn this discussion, Minesh Patel, the US sector lead of Leveraged Finance at S&P Global Ratings, teams up with the Director of Leveraged Finance, Hanna Zhang, to explore the key insights presented in Hanna's latest commentary, titled "U.S. Leveraged Finance Q1 2023 Update: Ch-Ch-Ch-Changes -- Ma...
Wide World of Grain
RaboResearch Food & Agribusiness North America - May 19, 2023 12:00 - 46 minutes ★★★★★ - 13 ratingsRaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.
Uncertainty, More Than the Weather, Clouds Planting Season
RaboResearch Food & Agribusiness North America - May 02, 2023 12:00 - 37 minutes ★★★★★ - 13 ratingsThere’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns,...
Parques Reunidos (Piolin Bidco)
CLOs Uncovered - April 18, 2023 15:00 - 9 minutesIntroducing Our CLO Podcasts Leveraged Finance & CLOs Uncovered Podcast Everything you ever wanted to know about CLOs, Corporate Credits, Leveraged Finance and what they are. With the aim of providing market participants with further advanced analytical insight into Corporate Credits, CLOs and ...
International Park Holding (PortaVentura)
CLOs Uncovered - March 22, 2023 12:04 - 7 minutesIn this episode Hina Shoeb & Sandeep Chana spoke with Lukas Brockmann about PortaVentura’s amend and extend deal and S&P Global Ratings’ rationale for considering it as opportunistic. The theme park operator International Park Holding (PortaVentura) extended maturity and upsized its deal while m...
Regional Banks Caught in a Storm
RaboResearch Food & Agribusiness North America - March 20, 2023 12:00 - 28 minutes ★★★★★ - 13 ratingsRegional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and G...
Around the Row Crop World
RaboResearch Food & Agribusiness North America - March 06, 2023 13:00 - 49 minutes ★★★★★ - 13 ratingsListen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico.
Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy
RaboResearch Food & Agribusiness North America - March 01, 2023 13:00 - 16 minutes ★★★★★ - 13 ratingsSustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the...
The Upgrade: Episode 27: Inflation Pressures Hit Margins, Rate Rises To Slow Cash Flow
CLOs Uncovered - February 25, 2023 14:00 - 8 minutesU.S. and Canadian companies have been raising prices over the past year or so in an effort to restore margins. A few fully done so, but many others' margins have eroded. In this episode of The Upgrade podcast Hanna Zhang, and Minesh Patel discuss key highlights from our recently published articl...
Hina Shoeb & Sandeep Chana talk with Raquel Delgado Galicia
CLOs Uncovered - February 15, 2023 13:00 - 8 minutesWe are happy to be back with a new series of the Leveraged Finance & CLOs Uncovered podcast. In this episode your regular hosts Hina Shoeb & Sandeep Chana talk with Raquel Delgado Galicia about Nord Anglia's (Bach Finance) refinancing on strong footing thanks to improved performance, reduced lev...
World Ag Expo: Living on Tulare Time
RaboResearch Food & Agribusiness North America - February 09, 2023 13:00 - 13 minutes ★★★★★ - 13 ratingsThe World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare.
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