Webinar
REPLAY

What Matters Now in EMEA Corporate Credit

Europe’s Aerospace & Defense Boom

Click to register for the on-demand.
Click to register for the on-demand.

'What Matters Now in EMEA Corporate Credit' is a new webinar series covering the hottest developments in the EMEA corporate finance sector.

Commercial aerospace and defence manufacturers alike enjoy very high demand as air passenger traffic continues to grow, while elevated geopolitical tensions and the threat of US disengagement from Europe drive a shift to higher defence spending. Moody’s corporate finance and sovereign analysts discuss the nuanced credit implications of these realities and trends which are here to stay.

Topics

  • What are the key structural drivers and near‑term challenges for the A&D sector in Europe?
  • Which segments of the value chain are best positioned to convert strong demand into sustainable credit improvement?
  • To what extent today’s record backlogs in aerospace and defence translate into predictable earnings and cash flows?
  • What are the implications for M&A and for corporate and sovereign balance sheets?
  • How realistic are materially higher military budget in countries with high fiscal deficits’?
  • What is the impact of the defense initiatives taken at the European level?
If you have any questions, please contact christopher.deridder@moodys.com.

Speakers

Andrea Usai

Andrea Usai

Associate Managing Director, Corporate Finance

Moody's Ratings

Sven Reinke

Sven Reinke

Managing Director, Corporate Finance

Moody’s Ratings

Frederic Duranson

Frederic Duranson

Vice President – Senior Analyst, Corporate Finance

Moody's Ratings

Vitali Morgovski, CFA

Vitali Morgovski, CFA

Vice President - Senior Analyst, Corporate Finance

Moody's Ratings

Sarah Carlson, CFA

Sarah Carlson, CFA

Senior Vice President, Sovereign Risk

Moody's Ratings

Join us online for What Matters Now in EMEA Corporate Credit
Click to register for the on-demand.