Credit Trends - UK 2023

A New Era: Can inflation, energy, and political risks be contained?


Event registration is now closed. Click above to register to watch on-demand.
Event registration is now closed. Click above to register to watch on-demand.

A New Era: Can inflation, energy, and political risks be contained?

Explore tensions between the Bank of England and Downing Street in the context of geopolitical risks and the energy crisis.  
Join the in-person event where you will get more clarity on how global themes will play out in the UK, compared to other markets.  

Agenda

09:00 - 09:30
GMT

Registration & Networking

09:35 - 10:35
GMT

Credit Conditions ​

Downing Street, Threadneedle and the High Street dilemma

  • Will inflation fall back in 2023? Will expectations become de-anchored from central banks' targets?  
  • Will higher net interest income for banks compensate for slower economic growth and higher loan losses?
  • How will high energy prices, higher cost of living and concerns over security of supply impact corporates?
  • Which industries will suffer the greatest collateral damage from the current credit challenges?
10:35 - 10:55
GMT

Default & Rating Trends

Defaults and ratings as the credit cycle has turned

  • Rating: Will downgrades continue surpassing upgrades?
  • How are defaults expected to evolve in 2023?
  • Are risks well signaled?
10:55 - 11:25
GMT

Networking & Coffee Break

11:25 - 12:05
GMT

Market Discussion

Credit in an unpredictable environment

  • How should we analyse risk in an environment in which so much will be driven by difficult-to-anticipate policy decisions?
  • Where are the greatest threats to the credit environment, and are there plausible upsides?
  • Hunker down or take a view: in such an environment, which sectors are most investible at the moment?
12:05 - 12:45
GMT

Climate ​& Net Zero

How will net zero pledges and climate risks reshape economies and capital markets?

  • How does Moody’s analyse transition readiness for companies worldwide? 
  • Why does transition risk matter for credit?
  • How will greater disclosure requirements and data availability help quantify the impact of climate risk on financial markets and the real economy?
12:45 - 13:15
GMT

Networking Lunch

13:15
GMT

Close of the Event

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Salman Ahmed Global Head of Macro and Strategic Asset Allocation Fidelity Bio
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Neil Williams Chief Economist OMFIF Bio
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John Ploeg Principal and Co-Head of ESG Research PGIM Fixed Income Bio
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Sandra Veseli Managing Director, Head of EU and Country Manager Germany Moody's Investors Service Bio
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Sean Marion Managing Director, Structured Finance Moody’s Ratings Bio
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Laurie Mayers Associate Managing Director, European Banks Moody’s Investors Service Bio
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Alastair Wilson Chief Credit Officer Moody's Investors Service Bio
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Joanna Fic Senior Vice President, Infrastructure Finance Moody's Investors Service Bio
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Colin Ellis Managing Director, Global Credit Strategist Moody's Ratings Bio
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Jorge Rodriguez-Valez Senior Vice President, Credit Strategy & Research Moody's Investors Service Bio
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Evan Wohlmann Vice President - Senior Credit Officer, Sovereign Risk Moody's Investors Service Bio
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Rahul Ghosh Managing Director – Sustainable Finance Moody’s Ratings Bio
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Marie Diron Managing Director, Sovereign Risk Moody's Ratings Bio
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Frank Medrisch Vice President - Senior Analyst Moody's Investors Service Bio


Event Details:

Venue Name: etc.venues County Hall

Address: County Hall, Belvedere Rd, London SE1 7PB


Date: January 31, 2023

Time: 09:00 - 13:15 GMT