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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Credit Trends: Focus on Australia
Australia has so far weathered the Covid storm in reasonable shape, and is one of the few Sovereigns rated AAA by the three largest traditional rating agencies. A credit consensus rating of aa+ reflects a slightly more cautious Bank view. This research analyses a number of Australian industries, sectors and companies to demonstrate the Covid effect on national credit quality comparative to global trends.
Global Credit Recovery Gathers Pace
As vaccine rollout varies globally, it is clear that the economic bounceback from Covid will be led by the largest and most developed economies. Overall vaccination figures show that the global pandemic is far from over; but trends in the credit consensus are already giving some clues to the shape of the expected global economic recovery.
Is Staying In the New Going Out? Shifting Recreational Trends in Credit
As widespread lockdowns forced millions indoors in 2020, consumer spending habits shifted from live entertainment and travel to home-based recreation. But how did the credit fortunes of each sector of leisure providers compare before COVID – and is a shift in leisure habits likely to persist?
Trade Credit Risk and Supply Chains: The Post-Pandemic Landscape
Supply chains and trade credit are now critical in a post-COVID world. With disruption the new status quo, trade volumes are likely to fluctuate in the coming months. Though technology is helping to create more flexible supply chains. there is a long way to go to repair the damage from COVID. It is more important than ever for businesses to understand the end-to-end credit risk of their supply chains. This whitepaper demonstrates how credit consensus ratings provide part of the solution.
Top Polluters Have More Credit Risk – and Are Mainly State-Owned
With environmental awareness becoming a more significant influence on the way we consume and invest, how do the largest CO2 emitting organisations stack up from a credit perspective? And does public versus private ownership impact projected emissions and credit risk?
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.
