The unprecedented times caused by the COVID-19 pandemic have shown that traditional credit risk analysis that uses the latest published financials for companies creates challenges in capturing the true impact of the pandemic on the economy and businesses. As an alternative, analysts can use consensus data from equity analysts to add independent views of the pandemic’s impact on...
READOverview COVID-19 has created an incredibly difficult period, dramatically changing the entire social and business landscape across the world. A global health crisis, lockdown, and recession have put us in unchartered waters. At the same time, however, a positive development has come from this – that is, an acceleration of the digital transformation that was already underway. N...
READOn November 20, 2018, a joint event hosted by S&P Global Market Intelligence and S&P Global Ratings took place in London, focusing on credit risk and 2019 perspectives. Giorgio Baldassarri, Global Head of the Analytic Development Group, and I provided a review of the latest trends observed across non-financial corporate firms through the lens of S&P Global Market Intelligence’s...
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