Only NaN day[s] left! Growth in the slow lane – and what it means for Europe's banks
Slowdown, volatility and even recession have already become defining watchwords for corporate Europe in 2019. Although companies' top and bottom lines have yet to show major strains from slowing global economies, there are mounting signs that corporate growth strategies could falter and investor confidence wane.
S&P Global Market Intelligence will be joined by a panel of experts to dissect, discuss and debate a host of themes that will shape bank strategies throughout 2019 and beyond. Topics will include the impact of Brexit on credit risk, the changing credit cycle and what lies ahead for triple B – rated companies.
We hope you can join us for what is set to be a fantastic event.
Jon PeaceManaging Director, European Banks Research, Credit Suisse
Jon Peace is a Managing Director of Credit Suisse in the Global Markets division, based in London. Full Bio
Jon Peace is a Managing Director of Credit Suisse in the Global Markets division, based in London. He is Head of the Diversified Financials Research Team and covers the European Investment and French banks.
Jon joined Credit Suisse in July 2016 from Nomura (ex-Lehman Brothers) where he was Managing Director and Head of European Banks Research for a team that achieved a top 3 ranking in the Institutional Investor survey. Prior to this Jon was a Managing Director and co-Head of European Banks Research at Fox-Pitt Kelton and began his research career with Cazenove in 1997, having previously qualified as a Chartered Accountant (ACA) with Arthur Andersen.
Jon holds an MBA from London Business School and a MA in Natural Sciences from the University of Cambridge. Minimize
Marion AmiotHead of Climate Economics & European Economist, S&P Global Ratings
Marion Amiot is Head of Climate Economics & European Economist at S&P Global Ratings, based in London. Full Bio
Marion Amiot is Head of Climate Economics & European Economist at S&P Global Ratings, based in London. In this position, she develops the Eurozone economic forecasts, provides insight into the economic outlook and conducts in-depth research on key macroeconomic developments and policies. Minimize
Giorgio BaldassarriPhD, Global Head, Analytical Development Group, S&P Global Market Intelligence
Giorgio leads the Analytical Development Group, part of S&P Global Market Intelligence’s Credit Risk Solutions. Full Bio
Giorgio leads the Analytical Development Group, part of S&P Global Market Intelligence’s Credit Risk Solutions. His team includes highly-skilled individuals with multiple qualifications in the financial and quantitative space (FRM, CFA, PhD) and develops all credit risk statistical models that power the Credit Analytics product.
Giorgio’s team developed several statistical models to assess credit risk of public and private companies, more recently including a trade-payment model that was used to succesfully monitor payment behaviour of SMEs during the 2020 pandemic.
On the climate-change front, Giorgio’s team developed two statistical models that estimate the financial and credit risk impact of energy transition scenarios on public and private firms:
Climate Credit Analytics, developed with Oliver Wyman, offers a sector-specific, bottom-up approach for companies operating in carbon-intensive sectors.
Climate Risk Gauge, developed internally, offers a consistent and scalable view across all industry sectors.
Giorgio regularly speaks at international credit risk conferences, webinars and events (RiskMinds, RISK EMEA, IECA). More recently, he authored a paper in the Journal of Energy Markets on the credit risk implications of various carbon tax scenarios (Journal of Energy Markets, Vol 13, number 2, pages: 1-24, June 2020) and spoke at several conferences (IRMC 2020, EDHEC 2020), panel discussions (“Navigating climate risk as a financial risk”) and webinars (“Tackling climate change for banks: the culture, the data and the analytics”) on banks’ challenges to implement climate-related stress testing scenarios, climate-related scenario analysis and credit risk assessment in TCFD reporting, and impact of various carbon tax policies on public companies credit-worthiness. Minimize
Tim EdwardsTimothy Edwards, Managing Director, Index Investment Strategy, S&P Dow Jones Indices
Tim Edwards is Managing Director of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). Full Bio
Tim Edwards is Managing Director of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, commodities, fixed income, and economic indices.
Prior to joining S&P DJI in 2013, Tim worked for Barclays Capital, initially within fund-linked derivatives and subsequently in exchange-traded products and index-linked derivatives. Prior to that, he worked at the Royal Institution of Great Britain.
Tim holds a Ph.D in pure mathematics from University College London. Minimize
Janet KersnarDeputy Executive Editor, S&P Global Market Intelligence
Janet Kersnar is the deputy executive editor in S&P Global Market Intelligence’s newsroom, with expertise in leading our global editorial operations across all key sectors for Market Intelligence. Full Bio
Janet Kersnar is the deputy executive editor in S&P Global Market Intelligence’s newsroom, with expertise in leading our global editorial operations across all key sectors for Market Intelligence. Previously Janet was head of Market Intelligence's financial institutions news coverage, spanning the U.S., EMEA and Asia. Prior to her arrival at SNL (now Market Intelligence) in 2012, Janet was a reporter and editor at The Economist Group and The Wall Street Journal, among other blue-chip publishing houses in San Francisco, Berlin, Paris and London. Minimize
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