
Explore tensions between the Bank of England and Downing Street in the context of geopolitical risks and the energy crisis.
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
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











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
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