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The Ukraine war has seen countries scrambling to secure energy supplies, boosting the need for renewable sources. But with renewable energy paradoxically dependent on the increasingly volatile climate, diversity in technologies is critical to ensure stable supplies from renewable sources. Credit Consensus Ratings are available for a variety of wind and solar firms, with this report showing some divergences in credit quality.

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.

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.

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.

There are fears that investors in the broader high yield space are not being properly compensated for the risks. Though recent private equity investments have focused on firms that have weathered the pandemic with stable revenues and strong cash flows, which could boost the average credit quality of leveraged loan assets, the latest consensus credit data shows a more mixed picture.

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?