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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Containers and Packaging: Environment Concerns Drive Credit Improvements
The Containers and Packaging Sector has boomed during the pandemic, but increasing legislation around plastic packaging will require investment from producers. This analysis looks at pre- and post-COVID credit trends for the Europe & US sectors, plus single company credit risk examples for a number of leading producers.
Uranium: Kazakhstan Effect May Be Transitory, EU Policy May Be Critical
The Russian intervention in Kazakhstan highlights the global importance of uranium supplies for military and power generation purposes, and with a number of countries considering expansion of nuclear energy programs, major uranium producers stand to benefit. This analysis details the credit quality trends for global firms involved in uranium production.
ESG and Credit in Oil & Gas and Industrials
ESG credentials are more important than ever, and are instrumental in driving key business and investment decisions. For listed firms, it can determine their suitability as an investment and ultimately their funding costs. This paper looks at the link between ESG profiles and credit risk for Oil & Gas and Industrial firms, suggesting that for companies seeking credit, it pays to be green.
Global Insurance in an Era of Heightened Risk
After two tumultuous years, the global insurance market has proven its resilience, but challenges of the “new normal” are increasing. A new whitepaper examines the state of global insurance in an era of heightened risk, focusing on regional and sector trends alongside single company examples.
Supply Chain Crisis: Chip Shortages Drive Semiconductor Credit Boost
Global semiconductor sales are growing at 30% YoY and with recent disruptions to production and trade flows, electronic companies have had to accept significant price hikes to maintain supplies. Semiconductor firms are enjoying strong credit quality as a result – this report examines industry trends and single firm case studies.
Home Construction: US Credit Outpaces UK Despite Supply Shortages
The post-pandemic “race for space” is driving strong demand for housing globally, and shortages of construction materials and, in the UK post-Brexit a lack of skilled workers, have seen new house prices boom. This report compares credit trends for US and UK home construction firms with company-specific examples in each region.
