Insights
Credit Spotlight on 2024 US Election Impact
The economic impact of Trump’s 2024 election victory will be far reaching. This report from Credit Benchmark draws on internal credit ratings collected from global banks to show default risk trends for sectors most likely to be affected.
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Not Immune: Fed Hikes Will Hit Some Key UK Sectors
The Fed is taking an aggressive approach to rising inflation with predictions of imminent rate hikes, and some UK sectors will feel the flow-on impact harder than others. This report shows the historical impact of Fed rates, among other factors, on the credit quality of UK Corporate sectors.
US Construction & Materials: Sharp Credit Improvement May Stall on Ukraine Impact
The global construction industry is facing renewed challenges: just as the COVID-driven labour and materials shortages showed signs of easing, the Ukraine war is hitting the industry in two specific areas: steel and glass. But not all firms are affected equally – this report analyses credit improvement in US Construction & Materials companies.
US Office Market: Recovery From Pandemic Slump
Flexible-office operators providing short-term leases suffered more during the pandemic than traditional office lessors. However, a new hybrid working model is seeing demand for flexible, short-term offices and meeting rooms increase once more. This report analyses the credit performance of US Industrial & Office REITs against global trends.
Global REITS: Slow to Recover After Major Pandemic Downgrade
The “race for space” is driving up land prices while supply chain issues are pushing up the cost of newbuilds. Cities are slowly returning to some form of normality but existing offices are still operating under capacity and new offices are struggling to find tenants. This report analyses the credit profile of global Real Estate Investment Trusts (REITs) against global Financials and Corporates.
Russia – Ukraine Credit Shock Hits European Food Producers
The war in Ukraine has already had a dramatic impact on the global food trade with Russian aggression damaging global food supplies, and the fertiliser industry is also due to feel the pinch. EU Food Product firms are taking the hit, with a 4% drop in credit quality in the last month. Consensus data will continue to track the effect of the war on sectors and companies, rated and unrated, across the globe.
Gender Diversity and UK Corporate Financial Health: Stronger Credits Have More Female Board Members
In 2011, FTSE350 boards were 91% male – since then, a target of 33% average female representation has been achieved. Corporate diversity has been proven to improve performance, and consensus credit data shows that firms with more women on their board are also a better credit risk. This report analyses credit performance for companies that do and do not meet the 33% target.
