The Big Picture
2017 Global Credit Themes
For global credit markets in 2017, stabilizing macroeconomic conditions, heightened political risks, trade protectionism, and the evolution of climate change and technological trends will be key themes shaping the growth of credit.

Explore Our Credit Themes

Political Risk
Stabilizing Growth
Unusual Monetary Conditions
Climate Change
Technology
Slow Trade Recovery

Research Highlights

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technology
20 june 2017
China's Surging E-Payments Lift Consumption, Pose Limited Threat to Banks
Electronic payments through third-party providers are growing fast, but still remain a small part of the payments system in China.
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POLITICAL RISK
19 June 2017
Macron’s Legislative Majority Eases France’s Reform Prospects
The strong mandate gained by President Macron’s party in the legislative elections enhances the new government’s ability to implement growth-enhancing reforms.
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TECHNOLOGY
16 june 2017
Growing grid interconnectivity increases cybersecurity risks for public utilities
The proliferation of interconnected smart home devices, plug-in vehicles and smart meters has given cyber criminals new openings to hack into the electric grid, creating new risks for power companies.
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climate change
13 june 2017
Europe’s regulated energy networks face risks from renewables switch
While renewable energy is driving significant investment in electricity networks, evolving regulation, developing technology and changing business models may undermine their credit quality over time.
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CROSS-SECTOR
Brazil's Political Risk Drives Negative Outlook For Sovereign, Other Issuers
2 june 2017
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Cross-sector
Korea Has Credit Strengths to Withstand Geopolitical and Internal Challenges
16 MAY 2017

Stabilizing Growth

CROSS-SECTOR
Global Recovery Looks Sustainable as Risks Recede
31 MAY 2017
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CROSS-SECTOR
China, Commodities Prices and Corporate Debt Top Emerging Market Risks
1 JUNE 2017

Unusual Monetary Conditions

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CROSS-SECTOR
US Banks’ Profits to Rise Further and Faster than Global Peers
1 june 2017
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CROSS-SECTOR
Africa's Recovery from Foreign Currency Shortages to Take Time
22 MAY 2017
financial institutions
Exxon Mobil vote shows growing asset manager concern over climate change risks
8 june 2017
CROSS-SECTOR
Significant Credit Risks Arise for Oil and Gas Industry from Carbon Transition
26 APR 2017

Technology

SOVEREIGN & SUPRANATIONAL
Robotics’ Impact on Emerging Markets Depends on Ability to Adopt Technology
17 MAY 2017
HEALTHCARE
Healthcare Industry Taps Technological Innovation to Discover New Drugs and Improve Patient Care
17 APR 2017

Slow Trade Recovery

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CROSS-SECTOR
Stronger US Dollar, Potential Change in US Imports Create Risks for Some Sovereigns
27 feb 2017
sovereign
US Exit from Trans-Pacific Partnership is a Lost Opportunity for Asia
01 feb 2017
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