Credit Risk Case Study: REITs vs Tenants
In the credit risk assessment of a commercial real estate investment trust (REIT), the credit risk of the REIT itself and of its tenants is considered. But what does it mean when the two are at odds? This case study analyses the consensus credit risk of Boston Properties and its top 20 tenants.
Forestry and Paper: Credit Recovers as Lumber Prices Skyrocket
Lumber prices have tripled since June 2020 as sawmills lay idle during pandemic lockdowns and supply constraints have collided with a spike in homebuilding demand. Will this boost allow forestry and paper companies to thrive post-COVID?
Companies Led by Women Deemed Less Risky, Fare Better in Crisis
Studies have shown that female-led companies outperform male-led companies on a range of metrics, yet women continue to be perceived as less suitable for leadership roles than men. New analysis from Credit Benchmark suggests that female-led companies are also a better credit risk, particularly in times of economic turmoil.
Improvement in US, UK Auto Sectors, but Supply Chain Problems Remain: May 2021
The brakes have been pumped on 2020’s credit deterioration in the US and UK auto sectors. Consensus credit data is showing improvement after a long period of stress.
Good Signs for Energy Sectors: May 2021
Dynamics look better for the US, UK, and EU energy sectors. Credit Benchmark consensus data show little recent change in credit quality, and if market conditions continue to improve, real improvements in credit may come sooner rather than later.
May Credit Consensus Indicators (CCIs) – UK, EU and US Industrials
Credit Benchmark have released the May 2021 Credit Consensus Indicators (CCIs). EU and US Industrial firms have cause for cheer this month, but the UK is the real stand out.
Rays of Light for UK Retail Sector: May 2021
Consensus data may be providing some hope for the beleaguered UK and US retail sectors.
May 2021 Financial Counterpart Monitor
The Financial Counterpart Monitor from Credit Benchmark provides a unique analysis of the changing creditworthiness of financial institutions.
Fallen Angels Dwindle While Rising Stars Continue to Ascend: Corporate Credit
The pandemic-fuelled deterioration in credit quality for many corporations may be coming to an end. Credit Benchmark noted early signs of improving credit quality last month. The latest consensus data update provides more evidence that corporate credit quality is improving across a number of sectors.
May 2021 Industry Monitor
Credit Benchmark have released the latest end-month industry update, based on the final and complete set of the contributed credit risk estimates from 40+ global financial institutions.
