On-Demand

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?

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10 Feb

Credit Trends - Portugal

Portugal’s post-pandemic growth opportunities

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09 Feb

Credit Trends - Italy

What are the growth consequences of the pandemic for Italy? 

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04 Feb

Credit Trends - Nordics

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

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03 Feb

Credit Trends - Switzerland

 Stability at home contrasts with negative credit pressures elsewhere

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03 Feb

Credit Trends - Japan

Can Japan restore pre-pandemic economic and fiscal trends?

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02 Feb

Credit Trends - United States

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

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02 Feb

Credit Trends - France & Benelux

The unintended consequences of the policy response to the pandemic 

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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 

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28 Jan

Credit Trends - UK & Ireland

A brave new post-pandemic world 

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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

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27 Jan

Credit Trends - Southeast Asia & India

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

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26 Jan

Credit Trends - Germany & Austria

Germany’s role in the new world order 

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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.

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