CreditSights

Virgin Media O2’s credit story is evolving quickly. CMA scrutiny of the Netomnia deal, rising refinancing costs and a highly leveraged capital structure are creating new questions for creditors. 📥 Download our latest report to explore the implications for VMED’s credit outlook and potential paths ahead: https://lnkd.in/dPSHa2cH Want the latest perspective as the situation develops? Join our experts live, for a deeper discussion on the credit and documentation implications and what creditors should watch next. 👉 Register for the webinar: https://lnkd.in/ecz7fYwm

What political and geopolitical risks should credit investors be watching in 2027? CreditSights’ Winifred Cisar and Regis Chatellier joined experts from BMI Country Risk & Industry Analysis and Fitch Ratings for World of Worries: Political Risks in 2027, examining the forces shaping markets, from shifting global trade and security dynamics to AI, major elections and geopolitical flashpoints. ▶️ Explore the key takeaways and watch the full discussion: https://lnkd.in/d5svUz7w

What’s next for Virgin Media O2? The Netomnia deal is in question, funding pressures are rising and the outlook for creditors is shifting. Join Mark Chapman, CFA, and Shoshanna Harrow, J.D. for a live webinar exploring the Netomnia deal, LME risk, VMED’s capital structure and what the latest developments could mean for creditors. Register for the webinar and join the live Q&A: https://lnkd.in/ecz7fYwm

Thank you to everyone who joined us at the European CLO Summit 2026, hosted by Opal Group!   CreditSights was proud to sponsor this year’s event and spend the day exchanging perspectives with the CLO community.   From Luke Millar’s fireside chat to conversations with Anna Carlisle, Jane Gray and our wider team, it was great to connect and discuss the themes shaping CLO and leveraged finance markets.   Thank you for a great event, and we look forward to seeing you again soon!   Discover how CreditSights can support your investment decisions and connect with our team: https://lnkd.in/gzR_fveA

Are ratings upgrades masking a growing downgrade pipeline? Potential fallen angels continue to outnumber rising stars, yet recent market moves have changed the crossover landscape. CreditSights examines where rating pressure may be building and what today's valuations could be signaling. 📥 Download the full report: https://lnkd.in/dF5enfpB

📣 Special Topic Announced: Virgin Media O2 With the Netomnia deal in question, what's next for loan and bond investors? Just days ahead of CreditSights' Annual European Conference, we're putting one of the market's most closely watched credit stories in the spotlight. Join Mark Chapman, CFA, Jane Gray, Solicitor and Shoshanna Harrow, J.D. as they break down the latest developments in the Virgin Media O2 saga. Mark will draw on more than a decade covering the company to assess the credit story and remaining strategic paths forward, while Jane Gray brings the leveraged loan perspective and Shoshanna Harrow the bond and covenant analysis. Together, they'll explore what comes next and what it could mean for creditor outcomes. 📅 13 October 2026 | London 🕒 Special Topic: Virgin Media O2: CMA Throws Netomnia Deal into Question, What's Next? | 4:10-4:30 PM Secure your place: https://lnkd.in/d5RBa4MM

⚖️ Could evolving liability management tactics leave creditors more exposed than expected in 4Q26? Join CreditSights for a practical examination of the legal and restructuring developments shaping creditor outcomes. Gain a clearer view of the issues that could put recoveries at risk and what they may mean for credit and restructuring strategies. Key themes include:  • Where recent LMEs could reshape creditor outcomes • How DIP financing terms may affect recoveries • Bankruptcy trends and filing activity to monitor • Notable cases and legal developments investors can't ignore 📅 Wednesday, 21 October 2026 🕒 New York: 10:00 EDT | London: 15:00 BST 👉 Register now: https://lnkd.in/eubEc8Ea

Can Asia credit stay resilient as supply rises and global risk sentiment shifts? Local funding conditions have remained supportive, but tighter spreads leave less room for missteps. As issuance picks up and rate expectations evolve, the question is whether strong technicals can continue to offset mounting market headwinds. CreditSights' latest analysis highlights the market shifts and credit debates likely to matter most in 2027. 📥 Download the full report: https://lnkd.in/eaZQxw-F

Private credit's next phase of growth may create very different winners and losers than the last. As part of CreditSights' Annual European Conference, Dominic Ashcroft, Blackstone and Kerstin Kubanek, CreditSights will discuss the themes, sectors, and strategies that could define the market's next chapter and where investors may find the most attractive opportunities. 📅 13 October 2026 | London 🕒 Fireside Chat: Private Credit | 2:10 – 2:50 PM Save your spot: https://lnkd.in/eZv8N_yK

I had a great time moderating this exceptional panel, where we discussed the MENA conflict, rising bond yields and whether investors are measuring risk appropriately. Many thanks to the panel. Jan Friederich explained that MENA ratings have remained remarkably stable despite the conflict, supported by strong balance sheets. Zerlina Zeng, CFA made the audience laugh with her observation that investors love the yield but hate the spread, while highlighting the surge in AUD issuance as they seek greater diversification. Last but not least, David Dredge argued that investors should increase their risk exposure while strengthening their risk management. To borrow his football analogy, players spend most of their time in midfield, but most of the impact happens at both ends of the pitch: by attacking and scoring, and by defending against goals.