Insights

Italian Consensus Dataset Analysis
Credit Benchmark’s consensus credit data provides an unparalleled view of Italian default risk through a robust framework of over 3,700 credit risk aggregates covering more than 18,000 Italian corporates, financial institutions, and funds. This dataset spans 20 regions, 70+ sectors, and multiple credit categories and company sizes, with historical depth dating back to 2017.
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Is Staying In the New Going Out? Shifting Recreational Trends in Credit
As widespread lockdowns forced millions indoors in 2020, consumer spending habits shifted from live entertainment and travel to home-based recreation. But how did the credit fortunes of each sector of leisure providers compare before COVID – and is a shift in leisure habits likely to persist?

Trade Credit Risk and Supply Chains: The Post-Pandemic Landscape
Supply chains and trade credit are now critical in a post-COVID world. With disruption the new status quo, trade volumes are likely to fluctuate in the coming months. Though technology is helping to create more flexible supply chains. there is a long way to go to repair the damage from COVID. It is more important than ever for businesses to understand the end-to-end credit risk of their supply chains. This whitepaper demonstrates how credit consensus ratings provide part of the solution.

Top Polluters Have More Credit Risk – and Are Mainly State-Owned
With environmental awareness becoming a more significant influence on the way we consume and invest, how do the largest CO2 emitting organisations stack up from a credit perspective? And does public versus private ownership impact projected emissions and credit risk?

Credit Risk Case Study: REITs vs Tenants
In the credit risk assessment of a commercial real estate investment trust (REIT), the credit risk of the REIT itself and of its tenants is considered. But what does it mean when the two are at odds? This case study analyses the consensus credit risk of Boston Properties and its top 20 tenants.

Forestry and Paper: Credit Recovers as Lumber Prices Skyrocket
Lumber prices have tripled since June 2020 as sawmills lay idle during pandemic lockdowns and supply constraints have collided with a spike in homebuilding demand. Will this boost allow forestry and paper companies to thrive post-COVID?

Companies Led by Women Deemed Less Risky, Fare Better in Crisis
Studies have shown that female-led companies outperform male-led companies on a range of metrics, yet women continue to be perceived as less suitable for leadership roles than men. New analysis from Credit Benchmark suggests that female-led companies are also a better credit risk, particularly in times of economic turmoil.