Diversified Manufacturing - Global Outlook
Analysts from our Corporate Finance Group shared their views on the Global Diversified Manufacturing Industry
We recently changed the outlook to stable from positive, where our baseline assessment still call for earnings growth over the next quarters, albeit tempered by uncertainty in supply chain disruptions and inflation. In the webinar we will go over
- Key demand drivers in the manufacturing sector
- Our expectations for earnings growth in 2022
- How supply chain challenges and cost inflation are affecting the industry
- Recent and expected M&A trends
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SpeakersDaniel Harlid Vice President - Senior Credit Officer, Corporate Finance Moody's Investors Service
Christian Hendker Associate Managing Director, Corporate Finance Moody's Investors Service
David Berge Senior Vice President - Corporate Finance Moody's Investors Service
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Daniel Harlid is a Senior Analyst – Vice President in the EMEA Corporate Finance Group based in Stockholm, Sweden. He is responsible for a portfolio of investment grade and sub-investment grade companies within the European container shipping sector as well as in the logistics industry. Additionally, he covers investment grade issuers in the Nordic manufacturing sector. Daniel joined Moody’s in 2017. Prior to this, he was a portfolio manager at Cicero Fonder managing funds with both investment grade and high yield mandates. Daniel started his career as an equity analyst for Handelsbanken Capital Markets.
Christian Hendker rejoined Moody’s European Corporate Finance Group beginning of November 2018 as Associate Managing Director. Christian will be responsible for a team of Manufacturing Analysts based in Frankfurt, reporting to Matthias Hellstern. Over the last 7 years, Christian Hendker managed a team of credit analysts as Head of Credit Research at Talanx Asset Management in Cologne, the Asset Management arm of the insurance group Talanx AG. Prior to that, Christian Hendker was VP-Senior Analyst at Moody’s in Frankfurt, which he initially joined in 2004, responsible for the European Pulp & Paper industry. Christian Hendker started his career as a consultant at PriceWaterhouse Coopers Corporate Finance Beratung GmbH in Frankfurt. Christian has a Diploma degree in Business Administration from the University of Muenster and is a CFA Charterholder.
David Berge, a Senior Vice President in Moody’s Corporate Finance Group, covers a portfolio of large, primarily investment grade manufacturing companies. Prior to this, David covered extensive portfolios in the services, transportation, and aerospace/defense sectors. Before joining Moody’s in July 2002, David worked for Deutsche Verkehrs Bank AG, where he was a capital markets analyst in their corporate advisory group involved in lending to the transportation sector. David is a CFA charterholder and a member of the CFA Institute and the New York Society of Security Analysts, Inc. David has an MBA from Columbia Business School and a B.S. from the United States Merchant Marine Academy