On-Demand

04 Mar

Credit Trends - Australia

What is the legacy of the pandemic for Australian issuers? 

14:05

Presentation: Macro and regional trends shaping Australia

  • Six themes to shape global credit in 2021
  • How does Asia’s economic recovery compare with other regions?
  • Regional geopolitics and trade risks
15:05

Presentation: Ratings performance and defaults in the rated Asia portfolio

  • How did the portfolio respond to the pandemic?
  • Impact of the pandemic on defaults
  • What to expect for the year ahead? 
16:00

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25 Feb

European Real Estate Industry Outlook 2021

Secular trends are accelerating while driving differentiation of credit quality

This event is part of a three month Outlooks program which will provide insight and analysis on the key themes, sectors, and regions in what is set to be a fascinating year for the markets

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24 Feb

Global Islamic Finance Outlook

This event is part of a three month Outlooks program which will provide insight and analysis on the key themes, sectors, and regions in what is set to be a fascinating year for the markets

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18 Feb

ESG and Sustainable Finance

This event is part of a three month Outlooks program which will provide insight and analysis on the key themes, sectors, and regions in what is set to be a fascinating year for the markets

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17 Feb

Cyber Risk: 2021 Cyber Outlook and Sunburst Attack

This event is part of a three month Outlooks program which will provide insight and analysis on the key themes, sectors, and regions in what is set to be a fascinating year for the markets

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11 Feb

Credit Trends - Spain

¿Qué significan las Perspectivas Crediticias de Moody's para usted?

09:05

Tendencias macro y regionales que influyen en España

  • Consecuencias de la pandemia de coronavirus para el crecimiento a largo plazo de España
  • Mayores cargas de deuda en un entorno de bajas tasas de interés – identificación de los factores negativos y positivos para la fortaleza crediticia de España
  • Siguiente generación de la UE: ¿Cuál será el Impacto a largo plazo en la UE? Aprovechará España esta oportunidad única de esta generación?
10:05

Presentación: La desaceleración crediticia será moderada y de corta duración

  • Impacto de la crisis en los incumplimientos y desempeño de las calificaciones
  • Efectos en la cartera
  • Transición de calificaciones locales
10:20

Secuelas crediticias de largo plazo para España tras la pandemia

  • La recuperación variará para cada sector: los más afectados versus los mejor posicionados. El futuro del sector inmobiliario cuando la pandemia disminuya
  • Fortaleza del sector bancario cuando disminuya la pandemia y su impacto en los soberanos, empresas y bonos garantizados
  • Riesgos ESG: Comparación de la puntuación ESG soberana de España con la de otros soberanos
11:00

Cierre del evento

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10 Feb

Credit Trends - Portugal

Portugal’s post-pandemic growth opportunities

09:05

Macro and regional trends shaping Portugal

  • What are the longer-term growth consequences of the coronavirus pandemic for Portugal?
  • Higher debt burdens in a low interest-rate environment - what are the trade-offs for Portugal’s credit strength?
  • Next generation EU: What will be its long-term impact for the EU? Will Portugal grasp this once-in-a-generation opportunity?
09:30

Presentation: Credit downturn will be small and short-lived

  • Impact from the crisis on defaults and ratings performance 
  • How the portfolio responded
  • Local rating transitions
09:50

Lasting credit scars in Portugal after the pandemic

  • How would the recovery vary by sectors: Hard hit vs. stronger placed? What would be the future of real estate after the pandemic abates?
  • How resilient would the banking sector be after the pandemic abates? What impact would it have for corporates, covered bonds and sovereigns?
  • ESG risks: How would Portugal's sovereign ESG score compare with other sovereigns?
10:30

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09 Feb

Credit Trends - Italy

What are the growth consequences of the pandemic for Italy? 

09:05

Macro and regional trends shaping Italy

  • What are the longer-term growth consequences of the coronavirus pandemic for Italy?
  • Higher debt burdens in a low interest-rate environment - what are the trade-offs for Italy’s credit strength?
  • Next generation EU: What will be its long-term impact for the EU? Will Italy grasp this once-in-a-generation opportunity?
09:25

Keynote interview with Riccardo Barbieri

In conversation with Mauro Crisafulli


  • Role of the Italian government in the pandemic and economic recovery
  • Challenges to an exit from deficit spending policy
10:15

Presentation: Credit downturn will be small and short-lived

  • Impact from the crisis on defaults and ratings performance 
  • How the portfolio responded
  • Local rating transitions
11:00

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04 Feb

Credit Trends - Nordics

The aftermath of COVID-19: Why have the Nordics been different?

09:05

Presentation: Nordics sovereign outlook – stability at home, more credit challenges elsewhere

  • Macro performance more robust than for peers
  • Strong public finances support sovereign creditworthiness
  • Well-prepared to face long-term trends, including ESG challenges
10:05

Presentation: Credit downturn will be small and short-lived

  • Impact from the crisis on defaults and ratings performance 
  • How the portfolio responded
  • Local rating transitions
11:00

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03 Feb

Credit Trends - Switzerland

 Stability at home contrasts with negative credit pressures elsewhere

09:05

Switzerland’s macro and sovereign outlook

  • Stability at home contrasts with negative credit pressures elsewhere
  • Moody’s new Credit Impact Score: How does Switzerland score on ESG risk?
09:25

The outlook for banks

  • Is banks’ solvency strong enough to defend credit pressure?
  • Can Swiss banks’ generate profits amid the current rate environment?
09:40

Sector outlook 2021: Swiss insurers

  • How have Swiss insurers been faring amid COVID-19?
  • What are the trends to watch for in 2021?
09:55

Europe: Corporate outlook 2021

  • Europe’s corporate winners and laggards from uneven recovery
  • Feeling the pulse of Europe’s HY market: Liquidity, maturities, sectors
10:15

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03 Feb

Credit Trends - Japan

Can Japan restore pre-pandemic economic and fiscal trends?

14:05

プレゼンテーション: 日本のクレジットに影響を及ぼす世界・地域の動向

  • 2021年の世界のクレジットを方向付ける6つのテーマ
  • アジアの景気回復状況 - 他地域との比較
  • 日本はコロナ前の経済・財政状況までトレンドを回復できるか

Presentation: Global and regional trends shaping Japan

  • Six themes to shape global credit in 2021
  • How does Asia’s economic recovery compare with other regions?
  • Can Japan restore pre-pandemic economic and fiscal trends?
14:35

プレゼンテーション: アジアの格付対象企業の格付パフォーマンスとデフォルト

  • 新型コロナウイルスのパンデミックが格付対象企業に及ぼした影響
  • パンデミックはデフォルトにどのように影響したか
  • 今後1年の見通し

Presentation: Ratings performance and defaults in the rated Asia portfolio

  • How did the portfolio respond to the pandemic?
  • Impact of the pandemic on defaults
  • What to expect for the year ahead? 
14:50

パネルディスカッション: 政策優先順位と人口動態が日本のクレジット環境に及ぼす影響

  • パンデミックは日本の発行体にどのような後遺症を残すか
  • デジタル化とグリーンテクノロジーがもたらすビジネスチャンスとリスク
  • 日本の人口高齢化が格付対象企業の信用力にどう影響するか

Panel: How will policy priorities and demographics shape Japan’s credit climate?

  • What will the legacy of the pandemic be for Japanese issuers?
  • What are the opportunities and challenges linked to digitalization and green technology?
  • How will Japan’s ageing population shape credit quality across the rated spectrum?
15:40

閉会

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02 Feb

Credit Trends - United States

New administration, new agenda: Policies with the greatest likely impact 

09:05

2021 Outlook: What COVID-19 and the election changed, and didn’t

  • The post-COVID-19 economy: Brave new world or same old story?
  • New administration, new agenda: Policies with the greatest likely impact
  • The macro/micro linkages that drive credit and default trends 
11:00

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02 Feb

Credit Trends - France & Benelux

The unintended consequences of the policy response to the pandemic 

09:05

In conversation: Macro and regional trends shaping France & Benelux

  • What are the longer-term growth consequences of the coronavirus pandemic for France and the Benelux?
  • Higher debt burdens in a low interest-rate environment - what are the tradeoffs for France and the Benelux’s credit strength?
  • Next generation EU: What will be its long-term impact for the EU? Will France and the Benelux grasp this once-in-a-generation opportunity?
09:30

Keynote interview with Dominique Moïsi

In conversation with Nick Hill

Spring is coming: Post-pandemic geopolitics

  • The Biden presidency: Back to The West Wing? 
  • What The Crown tells us about Brexit
  • France and NextGen EU: House of Cards?
10:15

Presentation: Credit downturn will be small and short-lived

  • Impact from the crisis on defaults and ratings performance 
  • How the portfolio responded
  • Local rating transitions
11:00

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28 Jan

US Higher Education

  • Primary revenue streams for public and private universities face significant uncertainties.
  • Enrollment declines at community colleges will have varying credit impacts depending on funding source.
  • Changing federal policies and priorities could drive significant market shifts.
  • Asset and liability management strategies rise to the front as sector responds to difficulties.
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28 Jan

Credit Trends - Canada

Assessing the impact of the recession across sectors in Canada 

09:00

Welcome remarks: The post-COVID-19 economy - brave new world or same old story?

10:00

Panel on credit: Key trends we are watching in 2021

  • Comparing the damage the recession unleashed across sectors, and where it brought opportunity 
  • How varying paths to recovery reveal policy, macro, and firm level dynamics 
  • Identifying which changes to credit metrics and business strategy will persist beyond the near term 
10:40

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28 Jan

Credit Trends - UK & Ireland

A brave new post-pandemic world 

09:05

Dialogue on macro and regional trends shaping the UK and Ireland

  • Brexit: Are we all clear now?
  • ESG & Sustainability: Important objectives, policy challenges
  • Post-COVID-19: Brave new world or same old same old?
10:10

Presentation: Credit downturn will be small and short-lived

  • Impact from the crisis on defaults and ratings performance 
  • How the portfolio responded
  • Local rating transitions
11:00

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28 Jan

Credit Trends - China

Dual circulation policy, supply chain shifts and China’s environmental goals 

2021年信用趋势:穆迪信用展望系列

14:05

Presentation: Global and regional trends shaping Hong Kong and China credit

  • Six themes to shape global credit in 2021
  • How does Asia’s economic recovery compare with other regions?
  • Primary drivers of China’s economic growth

演讲: 影响中国信用环境的全球和地区趋势

  • 塑造2021年全球信用环境的六大主题
  • 亚洲经济复苏与其他地区的比较 
  • 中国经济增长的主要推动力 
14:25

Keynote interview with David Ku

  • How has the pandemic affected consumer and SME lending?
  • What can we expect from future mobile and digital banking innovations?
  • How will proposed data sharing and anti-monopoly rules shape the industry?

主题访谈

  • 疫情对消费者和中小企业贷款有何影响
  • 未来移动和数字银行创新前景展望
  • 拟实施的数据共享和反垄断规定将如何重塑行业未来
15:05

Presentation: Ratings performance and defaults in the rated Asia portfolio

  • How did the portfolio respond to the pandemic?
  • Impact of the pandemic on defaults
  • What to expect for the year ahead? 

亚洲受评企业的评级表现和违约情况

  • 亚洲受评企业如何应对危机? 
  • 当前危机对企业违约的影响 
  • 对来年的市场预期如何? 
15:20

Panel: How will the pandemic and policy priorities shape credit in the decade ahead?

  • What is the legacy of the pandemic for Chinese issuers?
  • How will the dual circulation policy and supply chain shifts affect local businesses?
  • What are the opportunities and challenges linked to China’s environmental goals?

分组讨论: 疫情和政策重点将如何影响未来10年的信用环境?

  • 疫情对中国发行人有什么启示?
  • 双循环政策与供应链调整将如何影响国内企业?
  • 中国的环境目标带来哪些机遇和挑战?
16:00

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活动结束

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27 Jan

Credit Trends - Southeast Asia & India

What is the legacy of the pandemic for Southeast Asian and Indian issuers?

14:05

Presentation: Global and regional trends shaping Southeast Asia and India credit

  • Six themes to shape global credit in 2021
  • How does Asia’s economic recovery compare with other regions?
  • Key factors driving Asian supply chain shifts
15:05

Presentation: Ratings performance and defaults in the rated Asia portfolio

  • How did the portfolio respond to the pandemic?
  • Impact of the pandemic on defaults
  • What to expect for the year ahead? 
16:00

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26 Jan

Credit Trends - Germany & Austria

Germany’s role in the new world order 

09:05

In conversation: 2021 Euro area outlook driven by policy challenges and sizable uncertainty

  • Challenges to an exit from expansionary fiscal policies
  • Policy actions – support for the economy, but induce a risk of delaying sectoral reallocation
  • Germany and Austria: Strength of the underlying credit profiles mitigate COVID-19 shock
09:25

Keynote interview with Sigmar Gabriel

In conversation with Jens Schmidt-Buergel

New world order and Germany's role

  • Digital transformation and supply chains in post COVID world
  • Europe’s place between China and the US
  • Germany’s role within the EU and implications for the transatlantic partnership
10:10

Presentation: Credit downturn will be small and short-lived

  • Impact from the crisis on defaults and ratings performance 
  • How the portfolio responded
  • Local rating transitions
10:30
10:45

Presentation: Corporate outlook 2021

  • Corporate winners and laggards from uneven recovery
  • Feeling the pulse of Europe’s HY market: Liquidity, maturities, sectors
  • What does this mean for corporates in German-speaking Europe?
11:00

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22 Jan

Asia Oil & Gas

  • What is Moody's view on oil prices for 2021 and beyond?
  • When will Asian refining margins recover to pre-pandemic levels?
  • What are other credit issues that will affect oil companies in the region?
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21 Jan

US State & Local Government

  • Recovery will be uneven for states and local governments, depending on their revenue mix and economic base.
  • Many states will not recover revenue lost in fiscal year 2020 until the latter part of calendar 2021 and some will face challenges into 2022.
  • States will tap reserves and some will take on debt by issuing deficit bonds.
  • Local governments will face constrained revenue growth, particularly in the beginning of calendar 2021.
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19 Jan

2021 Japan Structured Finance Market Outlook

This event is part of a three month Outlooks program which will provide insight and analysis on the key themes, sectors, and regions in what is set to be a fascinating year for the markets.

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18 Jan

Canadian Provincial Outlook

  • Fiscal challenges, direct and indirect, stemming from the coronavirus.
  • Outlook for uneven economic growth in 2021.
  • How debt affordability shapes our view on rising debt burdens.
  • Forecast for oil prices and investment in the sector.
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15 Jan

Global Airports 2021 Outlook (APAC)

Geographical Differences Reflect Business Models and Market Recovery

  • How are the Australian and North American markets benefiting from domestic travel?
  • What drives our negative outlook European, US, and Canadian airports?
  • Can Indian airports still meet their ambitious capex programs?
  • Which are the key factors differentiating airport credit quality?
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14 Jan

Transportation, Toll Roads, Project Finance and US Mass Transit

  • Social distancing and government restrictions will limit passenger travel, but commercial movement will remain strong.
  • Vaccine success will begin to improve conditions by the third quarter.
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14 Jan

Global Oil and Gas

  • Oil prices set for only modest gains. 
  • Integrated postpone investment except ESG projects. 
  • Evolving energy regulation will add costs.
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14 Jan

Global CMBS & CRE CLO

  • What is the credit outlook for European & US property markets?
  • What are key credit drivers for European & US CMBS in 2021?
  • What will be the composition and credit quality of CRE CLOs in 2021?
  • How will delinquency rates and credit of existing CMBS deals be impacted in 2021?
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12 Jan

Global CLOs

Structures Adapt in the Wake of the Pandemic

  • Default rates will rise further before declining in 2021, with recovery rates set to decline CLO structures will pursue a range of flexibility in order to help manage assets under stress. 
  • Subordination and other structural features help protect investment grade CLO tranches against performance deterioration. 
  • Pandemic will intensify the focus on environmental, social and governance (ESG) factors.
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11 Jan

Global Airports 2021 Outlook

Geographical Differences Reflect Business Models and Market Recovery

  • Airport outlooks remain negative in Europe, the US, and Canada due to travel restrictions and weakened airlines
  • Rapid return of domestic and leisure travel stabilizes credit in Australia and certain North American markets
  • Liquidity and cost recovery strength are credit differentiators
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17 Dec

US Healthcare

  • Key drivers to Moody’s not-for-profit healthcare outlook
  • COVID social risks and how they will impact performance
  • Judicial, legislative & regulatory issues and their implications for credit
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16 Dec

Chinese Regional and Local Governments & Banks

Credit differentiation continues amid uneven economic recovery

  • How will RLGs and banks fare as China’s economy recovers?
  • Amid an uneven recovery, what entities will face greater credit risk?
  • How will support affect governments’ and banks’ credit quality at the regional level?"
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15 Dec

Global Life Insurance

  • Insurers' recovery tied to fragile economic rebound
  • Ultra-low interest rates weigh on products/profitability, accelerate industry transformation
  • Strong capital adequacy mitigates low rates, relatively manageable Covid-19 impacts
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14 Dec

Global Investment Banks

  • The drivers of the GIBs stable outlook
  • Expectation for capital and profitability trends
  • How the uncertain operating environment will affect credit quality
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10 Dec

US Housing & Housing Finance Update

  • What is the broad outlook for single family and multifamily housing markets?
  • What is the future of urban vs. suburban living?
  • What is the credit outlook for US residential bank and non-bank mortgage lenders amid a refi boom and elevated forbearance levels, and what does the future hold for the GSEs?
  • How will credit of existing RMBS deals be impacted as forbearance plans expire and the economy evolves, and how will constricted credit and the use of alternative valuation products affect new RMBS credit quality?
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10 Dec

Global Autos - US/EMEA

  • How will the recovery path look like, and what are the major constraints and trends in the regions?
  • How severely have balance sheets been hit by the pandemic?
  • Are trade tensions going to relax again?
  • Will environmental regulation become stricter?
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10 Dec

Global Autos - APAC

  • How will the recovery path look like, and what are the major constraints and trends in the regions?
  • How severely have balance sheets been hit by the pandemic?
  • Are trade tensions going to relax again?
  • Will environmental regulation become stricter?
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09 Dec

Asset Management 2021 Outlook

  • What is our outlook for the industry?
  • How will the operating environment affect asset manager's performance?
  • Will there be more industry consolidation?
  • What will be the longer-term implication on asset manager's business models from the coronavirus pandemic?
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08 Dec

Global Banks

  • Most banks can shoulder the coronavirus shock
  • Unwinding of fiscal support will reveal the full credit challenge
  • Low interest rates add to profitability pressure
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01 Dec

Global Airlines 2021 Outlook

  • What does the new baseline forecast for passenger traffic and demand look like?
  • How is the increase of COVID cases and return of travel restrictions affecting the industry against the backdrop of promising vaccine trials?
  • What have the market access and government support programs done for the backstop liquidity as well as cash burn rates?
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25 Nov

EMEA Leveraged Finance 2021 Outlook

  • How will demand vs supply look in 2021?
  • How do we expect credit quality to develop?
  • What are the main risks around recovery?
  • What is our expectation for default rates?
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19 Nov

2021 Emerging Markets Credit Outlook

Join us as we hear from renowned speaker, Dr. Mohamed El-Erian, Chief Economic Advisor at Allianz, and senior Moody’s analysts on emerging and frontier markets' credit prospects.

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18 Nov

Sovereign Deep Dive: Latin America’s key credit challenges exacerbated by the pandemic

  • Low post-pandemic GDP growth and delayed recoveries
  • Reduced fiscal space in the context of rising social tensions
  • Institutional capacity and funding costs as key credit differentiators

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18 Nov

Sovereign Deep Dive: Russia, CIS & Turkey: Coronavirus growth and fiscal shock, political developments weigh on credit quality

  • Weaker fiscal, external positions constrain shock absorption capacity
  • Political tensions drive event risk
  • Quality of institutions a key credit differentiator

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17 Nov

Sovereign Deep Dive: EU/UK: Rating stability so far, UK an outlier

  • Medium-term growth and fiscal outlook to drive rating trends in coming years
  • EU recovery funds: a game changer?
  • UK: Brexit and Covid exacerbate existing credit challenges

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17 Nov

Sovereign Deep Dive: China’s key credit challenges are both domestic and external

  • China’s post-pandemic recovery continues, consumers remain cautious
  • Balancing policy support for growth while managing the significant increase in debt a key challenge
  • External relationships remain a key long-term risk
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17 Nov

Sovereign Deep Dive: Asia ex-China navigates a risky recovery

  • Differences in fiscal and monetary space shapes policy mix
  • Rise in reserves across the region masks underlying weakness of trade
  • Liquidity and market access weigh on frontier market credit

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16 Nov

Sovereign Deep Dive: Sub-Saharan Africa: Coronavirus growth, fiscal and external shock will weigh on sovereign credit quality

  • Weaker fiscal position driven by large and long-lasting revenue loss
  • Increased debt sustainably risks and debt relief initiatives
  • Liquidity risk and institutional capacity to adjust, key credit differentiators
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16 Nov

Sovereign Deep Dive: Middle East and North Africa face prolonged fiscal and social challenges

  • For the Gulf Cooperation Council states, lower oil revenues will weaken government balance sheets and the capacity to advance the economic diversification agenda
  • In Levant and North Africa, weak growth intensifies already elevated social pressures
  • Liquidity and external risks remain elevated for lower-rated sovereigns
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13 Nov

State of Nations - APAC Edition

Moody’s Outlooks 2021 Launch Event

Jin Liqun, President of the Asian Infrastructure Investment Bank, joins Moody’s analysts to discuss Asia’s recovery after Covid, the role of digital transformation and ESG trends.

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12 Nov

State of Nations - US/EMEA Edition

Moody’s Outlooks 2021 Launch Event

Carmen Reinhart, Vice President and Chief Economist of the World Bank Group, joins Moody’s analysts to discuss the strains to sovereigns’ debt sustainability and the role for governments post COVID.

Thursday, November 12 | 9:00 EST | 14:00 GMT

14:05

The Big Picture: Global Credit Themes in 2021

  • Uneven recovery from the crisis, divergent sovereign risks
  • Social, as well as economic, expectations challenge policy makers
  • Political flare-ups, from Brexit to US-China tensions,heighten economic, financial volatility
14:30

Keynote interview with Carmen Reinhart, Vice President and Chief Economist, World Bank Group

  • What are the strains to sovereigns’ debt sustainability post-COVID?
  • Will policy effectively buy time to the recovery, or delay the reckoning?  
  • What is the role for governments post COVID?
15:15
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