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Fecha | Tipo de Informe |
Título
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Emisor/Entidad
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21 Jun 2023
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Sector In-Depth
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Financial Stability – Cross Region: Private credit performance will ebb as liquidity declines
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05 Jun 2023
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Sector In-Depth
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Property – Hong Kong SAR, China: Retail recovery will lift earnings despite weaker office and residential outlook
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17 May 2023
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Sector In-Depth
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Logistics Real Estate – Europe: Credit quality to weaken on higher interest rates
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01 Sep 2022
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Sector In-Depth
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Nonfinancial Companies – Australia: Rated companies well positioned to deal with ongoing economic uncertainty
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27 Jun 2022
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Sector Comment
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Macroeconomics – US: Housing market cools as mortgage rates rise
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14 Jun 2022
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Sector Comment
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Government Policy – China: Credit pressure rises for wide range of issuers as Omicron outbreak hurts growth
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16 May 2022
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Sector Comment
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Nonfinancial Companies, Utilities – Japan: Rated corporates have mitigants against yen's depreciation versus the US dollar
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02 Mar 2022
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Sector In-Depth
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Nonfinancial Companies – Australia: Business conditions are improving for most sectors as pandemic effects start to ease
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09 Nov 2021
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Sector In-Depth
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REITs & REOCs – Global: Grocery, necessity focused shopping centers lead retail REIT recovery, malls struggle
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25 Oct 2021
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Compilation
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Healthcare Quarterly: October 2021
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26 Jul 2021
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Compilation
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Healthcare Quarterly: July 2021
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13 Jul 2021
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Sector In-Depth
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Housing – US: Single-family rental demand rises further as remote workers seek more living space
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29 Jun 2021
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Sector In-Depth
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Real Estate – Global : Office vacancies up, rents down, but most landlords can cope with hybrid work shift
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11 May 2021
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Sector In-Depth
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Rated Companies – Australia: Poised for growth but recovery will be uneven (Slides)
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11 Mar 2021
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Sector In-Depth
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Asset Management – US: Q4 2020 Update: recovery momentum will support results in 2021
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25 Feb 2021
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Outlook
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REITs & REOCs – North America: Outlook for REITs is negative; retail, office face risks, while tech and logistics benefit
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22 Feb 2021
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Outlook
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Real Estate – Europe: Outlook negative on declining aggregate rental income, accelerating structural shifts
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17 Feb 2021
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Sector In-Depth
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Corporates – Cross Region: Top of Mind: Frequently asked questions about top global sectors
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14 Dec 2020
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Outlook
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REITs and REOCs - US: 2021 Outlook negative with retail, lodging weakness (Slides)
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03 Dec 2020
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Sector In-Depth
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Asset Management – US: Q3 2020 Update: Market strength, economic rebound lift asset managers
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30 Nov 2020
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Outlook
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Financial Institutions – Emerging Markets: 2021 outlook negative as operating environments heal from pandemic and asset risk remains a wild card
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01 Sep 2020
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Sector Comment
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Money Market Funds – US: Vanguard will convert its prime fund, the industry's largest, to a government fund, a credit positive
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01 Jul 2020
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Sector In-Depth
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Nonfinancial companies - Japan: Recessionary conditions strain credit quality (Slides)
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12 Sep 2019
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Sector In-Depth
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Financial Institutions – US: Continued low interest rates will alter firms' behavior, encourage more risk-taking
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07 May 2019
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Sector In-Depth
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Funds & Asset Management: Largest PE firms will outperform smaller players in a downturn
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