Latest Sectors Podcast Episodes
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.
A New Year in G&O
RaboResearch Food & Agribusiness North America - January 26, 2023 13:00 - 39 minutes ★★★★★ - 13 ratingsRabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023.
The Upgrade: 'CCC' Buckets Pick Up In CLOs As Cash Flow Generation Falls
CLOs Uncovered - November 25, 2022 14:15 - 10 minutesOn average, during the previous three recessions (2001, 2009, and 2020), about a quarter of 'B-' rated companies were downgraded to 'CCC', 'CC', or 'C' within the recession year, an indication of the vulnerability of the increasingly crowded 'B-' space. In this episode of The Upgrade podcast Han...
What’s Making the Grain & Oilseed World Go 'Round?
RaboResearch Food & Agribusiness North America - November 02, 2022 12:00 - 39 minutes ★★★★★ - 13 ratingsJoin Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of the G&O market.
The Upgrade: The Pinch Of Higher Benchmark Rates And Risk Premiums
CLOs Uncovered - October 21, 2022 12:59 - 10 minutesDiverging trends between benchmark rates and credit spreads in leveraged loan pricing in the majority of quarters over the past 15 years have kept loan funding costs in check, but the trend reversed in 2022. In this episode of The Upgrade podcast Ramki Muthukrishnan, Omkar Athalekar, and Minesh ...
The Upgrade: Envision Healthcare Completes Two Major Restructurings in 100 Days
CLOs Uncovered - October 06, 2022 15:00 - 14 minutesLoan investors are becoming increasingly concerned about the risk of aggressive out-of-court restructurings, given weaker lender protections within credit documentation. In this episode of The Upgrade podcast Bek Sunnu, Steve Wilkinson, and Minesh Patel discuss key highlights from our recently p...
Summer Swoon
RaboResearch Food & Agribusiness North America - August 15, 2022 12:00 - 29 minutes ★★★★★ - 13 ratingsRaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring.
The Upgrade: Corporate Borrowers Brace For Slow-Growth Recession
CLOs Uncovered - August 09, 2022 15:00 - 8 minutesCredit quality has proven resilient as some credit measures return to (or in some sectors are better than) pre-pandemic levels. Nevertheless, risks are weighted to the downside as profit growth momentum and macroeconomic activity slow. In this episode of The Upgrade podcast Hanna Zhang and Mines...
Changing CLO Structures And Documentations
CLOs Uncovered - July 06, 2022 15:00 - 9 minutesShifting markets has resulted in CLO structures and documents being reassessed. Listen in to this special episode where Hina & Sandeep are joined by Abhijit Pawar, Senior Analyst from our Structured Finance Team.
Peer Holding III B.V.
CLOs Uncovered - July 06, 2022 15:00 - 9 minutesIn this episode Hina & Sandeep are joined by Lukas Brockmann, analyst on Action. Listen how a value discounter in Benelux, with improving geographical diversification supports earnings resilience.
Peer Holding III B.V. (Action)
CLOs Uncovered - June 06, 2022 15:00 - 7 minutesIn this episode Hina & Sandeep are joined by Lukas Brockmann, analyst on Action. Listen how a value discounter in Benelux, with improving geographical diversification supports earnings resilience.
The Upgrade: Envision Healthcare Corp.'s Debt Exchange
CLOs Uncovered - May 27, 2022 15:00 - 18 minutesIn this episode of The Upgrade podcast, Alessio Di Francesco, Steve Wilkinson, Daniel Hu, and Minesh Patel discuss Envision Healthcare Corp.'s recent distressed exchange, ongoing operational challenges, and rating drivers. Our latest research titled "Envision Healthcare Corp. Upgraded To 'CCC' F...
An Unsettled Picture in the Grains & Oilseeds World
RaboResearch Food & Agribusiness North America - May 27, 2022 14:45 - 25 minutes ★★★★★ - 13 ratingsRaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market coul...
The Upgrade: Interest Rate And Cash Flow Pressures
CLOs Uncovered - May 11, 2022 15:00 - 8 minutesIn this episode of The Upgrade podcast, Hanna Zhang and Minesh Patel discuss interest rate and cash flow pressures faced by our lowly rated ‘B-‘ issuers, as well as key highlights from our recently published article titled “U.S. Leveraged Finance Q1 2022 Update: Free Operating Cash Flow Is Put T...
Tarkett Lowered On Elevated Raw Material Prices
CLOs Uncovered - April 27, 2022 15:00 - 7 minutesIn this episode we are joined by Pascal Seguier, primary analyst on Tarkett. Listen in on how elevated raw material prices and geopolitical tensions are altering its credit quality. For more Leveraged Finance and CLOs Insights visit Leveraged Finance & CLOs Essentials
Resurfacing Credit Headwinds
CLOs Uncovered - April 14, 2022 15:00 - 8 minutesIn this episode Hina & Sandeep are joined by Ruth Yang, Global Head of Thought Leadership as their guest. Listen to their discussion and hear about the current challenges to the credit markets. Our aim is to provide market participants with further advanced analytical insight into Corporate Cr...
Oil & Gas Price Volatility Has Indirect Impacts
CLOs Uncovered - March 29, 2022 15:00 - 9 minutesIn this episode Hina & Sandeep are joined by Simon Redmond, Sector Lead for Oil & Gas as their guest. Listen to their discussion and hear about the impact of the geopolitical crisis on Oil & Gas prices and whether it may delay the transition to cleaner fuel. Related Articles: Europe's Exit F...
Grain Markets and the Black Sea
RaboResearch Food & Agribusiness North America - March 24, 2022 12:00 - 20 minutes ★★★★★ - 13 ratingsThe war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analy...
How Does Recent Events Impact Global Structured Finance?
CLOs Uncovered - March 22, 2022 15:00 - 6 minutesHina Shoeb & Sandeep Chana are joined by Winston Chang -Chief Analytical- Structured Finance practice where they discuss direct and indirect impact of the geopolitical crisis and how some sectors are more impacted than others. Read the related article here >> For more Leveraged Finance and ...
Default Expectations For 2022 With Marta Stojanova
CLOs Uncovered - March 09, 2022 15:00 - 13 minutesFor our second episode of the year, Hina & Sandeep are joined by. Marta Stojanova from European Leveraged Finance team where we discuss how upgrades outpaced downgrades since the start of 2021, new issuer activity and a deep dive on default rates for 2021 and expectations on 2022. Our aim is t...
The Upgrade: A Credit-Cycle Turn Could Expose Vulnerabilities In The Middle Market
CLOs Uncovered - March 01, 2022 15:00 - 11 minutesIn this episode of The Upgrade podcast, Ramki Muthukrishan and Daniel Hu discuss the rapid growth of middle-market lending, as well as key highlights from our recently published article titled “A Credit-Cycle Turn Could Expose Vulnerabilities In The Middle Market”. Our aim is to provide market...
What Could Impact Corporates in 2022?
CLOs Uncovered - February 24, 2022 13:40 - 12 minutesFor our first episode of the year, Hina & Sandeep are joined by Paul Watters, Head of Credit Research for EMEA, to discuss our house views on issues that could impact Corporates in 2022. Listen in and hear about inflationary pressures, evolving geopolitical landscape and default expectations for...
Black Sea Volatility for Grain Markets
RaboResearch Food & Agribusiness North America - February 24, 2022 13:00 - 24 minutes ★★★★★ - 13 ratingsOn this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas...
The Upgrade: EBITDA Addbacks Continue To Stack
CLOs Uncovered - February 10, 2022 15:00 - 10 minutesIn this episode of The Upgrade podcast, we discuss S&P Global Ratings' fourth annual analysis of EBITDA addbacks. It finds most U.S. speculative-grade corporate issuers continue to be unable to achieve the earnings, debt, and leverage projections. We also discuss if EBITDA adjustments are an acc...
The Upgrade: Lender Recovery Study Update
CLOs Uncovered - February 07, 2022 15:00 - 11 minutesIn this episode of The Upgrade podcast, we discuss lender recoveries during the 2020 and 2021 default cycle, as well as key highlights from our recently published article Recovering From COVID-19: Why The Timing Of Bankruptcy and Emergence Matters For Debt Recovery.
Out of Stock: Update on F&A Logistics
RaboResearch Food & Agribusiness North America - January 31, 2022 11:00 - 21 minutes ★★★★★ - 13 ratingsSupply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal pro...
The Upgrade: First-Lien Credit Quality Weakened by Debt Structures And Loan Terms. OPAL 2021 - Takeaways
CLOs Uncovered - December 20, 2021 15:00 - 10 minutesIn this episode of The Upgrade podcast we discuss research into dilution of First-Lien credit quality from weakening debt structures and loan terms, as well as takeaways from the recent OPAL conference - one of the first in-person CLO conferences since March 2020.
Packaging Problems
RaboResearch Food & Agribusiness North America - November 29, 2021 13:00 - 15 minutes ★★★★★ - 13 ratingsAn integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk ...
Buy Nitrogen Now or Wait? A Global View
RaboResearch Food & Agribusiness North America - October 28, 2021 10:00 - 28 minutes ★★★★★ - 13 ratingsAs global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to hel...
The Upgrade: Why CCC Category Ratings Have Risen But Default Rates Have Not
CLOs Uncovered - October 26, 2021 15:00 - 13 minutesIn this episode of The Upgrade podcast we discuss why the default rate is so low - and expected to remain so well into next year - even as the CCC ratings cohort is so large. We also talk about past and present CLO exposure to the CCC category.
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