What Matters Now in EMEA Corporate Credit
Europe’s Aerospace & Defense Boom
'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?
Speakers
Andrea Usai
Associate Managing Director, Corporate Finance
Moody's Ratings
Sven Reinke
Managing Director, Corporate Finance
Moody’s Ratings
Frederic Duranson
Vice President – Senior Analyst, Corporate Finance
Moody's Ratings
Vitali Morgovski, CFA
Vice President - Senior Analyst, Corporate Finance
Moody's Ratings
Sarah Carlson, CFA
Senior Vice President, Sovereign Risk
Moody's Ratings
Confirm cancellation
An error occurred trying to play the stream. Please reload the page and try again.
Close