Series Episode
Jan 14 · 15 MIN

Outlooks 2026: How Costly Natural Disasters Reshape Credit Risk

Climate-driven shocks are hitting businesses’ and households’ finances, from rising insurance premiums to lower property prices and tax revenue.

Learn more about key themes and possible solutions at https://www.moodys.com/outlooks

Explore our outlook: https://www.moodys.com/web/en/us/insights/credit-risk/outlooks/global-sustainable-finance.html

Want to know more on the sustainable finance trends in 2026? Join us: EMEA/US: https://events.moodys.com/2026-mie26362-sustainable-finance-outlook-emea-usa APAC: https://events.moodys.com/2026-mip26493-sustainable-finance-outlook-apac

Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody’s Ratings

Guests: Jennifer Chang, Vice President, Senior Credit Officer, Moody’s Ratings; Sarah Hibler, Associate Managing Director, Moody’s Ratings

Related Research:

Sustainable Finance – Global – 2026 Outlook – Transition shifts, extreme weather and AI boom drive credit risks 13 Jan 2026 https://www.moodys.com/research/Sustainable-Finance-Global-2026-Outlook-Transition-shifts-extreme-weather-Outlook--PBC_1463015

Emerging economies are most exposed to the credit effects of severe weather 30 Oct 2025 https://www.moodys.com/web/en/us/insights/data-stories/emerging-markets-credit-exposure-most-affected-by-severe-weather.html?cid=web-ntrnlbnnr-19422

US Public Finance – Florida – Miami Cat-5 storm would test economy and insurance market even with federal aid 24 Sep 2025 https://www.moodys.com/research/US-Public-Finance-Florida-Miami-Cat-5-storm-would-test-economy-Sector-In-Depth--PBC_1458001

Environmental Risk – Global – Adaptation can support credit strength, but faces race to keep up with climate risks 22 Sept 2025 https://www.moodys.com/research/Environmental-Risk-Global-Adaptation-can-support-credit-strength-but-faces-Sector-In-Depth--PBC_1450816#6d202d069b98e35a30c1707694346cb7

Property & Casualty – US – California wildfires — one year later, insurers have absorbed losses 14 Jan 2026 https://www.moodys.com/research/Property-Casualty-US-California-wildfires-one-year-later-Sector-In-Depth--PBC_1471062

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