Insights

Credit Spotlight on US Technology
Rising default risks and credit divergence signal a potential shakeout in the tech sector amid volatile returns and shifting global dynamics.
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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.

Better Employer, Better Investment? How the 100 Best Companies Stack Up
Rapid growth in ESG investment suggests confidence in the profitability of green, social, and sustainable business – and new research from Credit Benchmark indicates that forward-thinking companies are also a better credit risk. This analysis compares the credit risk of Fortune’s 100 Best Companies against top UK and US firms.

Credit Case Study: 5G and Satellite Internet
The post-Covid economy will be increasingly dependent on telecoms to keep its supply chains running. Telecoms firms have been investing heavily in 5G but the rise of satellite internet may provide competition for established providers. This report analyses the credit position and recent trends for some key 5G firms.

Navigating the Uncharted Waters of Post-COVID Trade Credit Risk
Global supply chains were showing signs of strain pre-COVID and now that the world economy is in the process of a full-scale restructuring, the credit implications are wide-ranging and long-term. This whitepaper details some factors reshaping supply chains and presents single company case studies using a combination of Bloomberg supply chain data and Credit Consensus Ratings (“CCRs”).

Pension Funds: Does Fund Risk Increase with Lower Rated Sponsors?
Pension provision is changing globally, moving the risk from the sponsoring company to the saver. Public bodies and private firms that still hold significant pension deficits are under increasing scrutiny – what happens if the sponsor runs into financial trouble? This report examines the correlation between sponsor risk and fund risk.

Global Chip Shortage Undermines Post-Pandemic Credit Recovery
The global economy currently faces many supply chain challenges, but the global semiconductor shortage is one of the most pressing. The credit impact is obviously negative for many firms, but there may also be some winners. This report compare the credit status and recent trends for some of the largest producers and consumers of semiconductors globally.