"these companies’ sustainability of operating performance" isn't good. All things considered, I think I'd say: Our focus will be on the sustainability of the operating performance of these companies. The punctuation in your second sentence indicates that "we think" applies to capital markets opening up and refinancing worries receding, but I assume you actually intend it to apply to regulators paying attention.
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Mr Wordy we think regulators will start paying more attention to … -- expressing an opinion that the regulators will do this in the future.
Musicgold
Why do you prefer 'will' / 'should' over 'would'? I thought 'would' was appropriate because I was expressing an opinion.