With European autos front and center for investors heading into 2025, our Head of European Strategy Logan Miller, and our Senior European Autos Analyst Jim Williamson discuss the outlook for the sector, and the role that autos will play in sector allocation going forward.

Logan Miller, Head of European Strategy at CreditSights

Jim Williamson, Senior Analyst, Autos, CreditSights

Luke Millar, Global Editor-in-Chief, LevFin Insights – Moderator

Diarmuid Toomey, Head of Leveraged Debt Capital Markets EMEA, Deutsche Bank

James Turner, Co-head of EMEA Fundamental Fixed Income, BlackRock

Jane Gray, Head of European Research, Covenant Review

Mariya Nurgaziyeva, Head of European Consumer Research, CreditSights

What could possibly go wrong from here? The pressure points for banks and insurers going into 2025.

Simon Adamson, Head of Financials, CreditSights

Puja Karia, Head of Western European Banks, CreditSights

Paola Biraschi, Head of Southern European Banks, CreditSights

Larissa Knepper, Head of Insurance, CreditSights

The situation at Thames has made investors take a much closer look at what has historically been perceived as a “safe” sector. We ask if Thames is a one-off, or is it the first domino to fall?

Andrew Moulder, Head of Utilities, CreditSights

We see the Euro utilities benefitting from the energy transition and look at what this could mean.

Andrew Moulder, Head of Utilities, CreditSights

Bozhidar Dinkov, Analyst, Utilities, CreditSights

We will throw some light onto the highs and lows of European Special Situations in 2024 and draw some principles and guidance for Stressed and Distressed Debt strategies in 2025. 

Helen Rodriguez, Head of European Special Situations, CreditSights – moderator

Sandrine Bradley, Senior Reporter, LevFin Insights

Shoshanna Harrow, J.D., Senior Covenant Analyst, Covenant Review

Harsh Srivastav, Portfolio Manager, PIMCO

Tom Campbell, Partner and Head of EMEA Restructuring & Special Situations Group, PJT Partners

This session will explore how the drivers of new-issue lending will change in 2025 after another M&A-light year, and the developing competition between private credit and the loan market. We will also look at fund managers’ expectations for volatility and credit risk in the year ahead. 

Ruth McGavin, Managing Editor, LevFin Insights

Senior lawyers from our Covenant Review team present recent trends and aggressive terms seen in Leveraged Loans and High Yield bonds in 2024, and common pitfalls to look for in 2025

Alastair Gillespie, J.D., Senior Covenant Analyst, Covenant Review

Ricky Sharma, Solicitor, Senior Covenant Analyst, Covenant Review

European Real Estate companies face new opportunities and risks amid changing property cycles, with declining valuations, rising LTVs, slowing growth, and strong spread rallies affecting fundamentals and relative value outlook.

The discussion will cover the end of inflation-driven growth and its impact on margins, fluctuating consumer fortunes, China’s weakness affecting luxury retail, balancing M&A with shareholder rewards, divisive volatile stories, and IG and high yield picks and pans.

Mariya Nurgaziyeva, CFA, Head of Consumer Goods, Services, CreditSights

Samik Majumdar, Head of HY Discretionary Retail, CreditSights

Amarveer Singh, Senior Analyst, Food Retail and Gaming, CreditSights

Jahan Miah, Analyst, Consumer Goods, CreditSights

We take a close look at the European Aviation sector, assessing factors driving issuer performance and identifying our key picks and pans. Also we evaluate the shipping sector after the US elections.

Ash Nadershahi, Head of HY Industrials & Transportation, CreditSights

Andrew Belton, Head of Basics and Infrastructure, CreditSights

Laurent Vergnault, Senior Analyst, Chemicals, Paper & Packaging, CreditSights

Cassie Cao, Analyst, Building Materials, CreditSights

Felicity Juckes, Analyst, Chemicals, Paper & Packaging, CreditSights

Mihir Trivedi, Analyst, Construction / Infrastructure, CreditSights

The European autos team will discuss the state of play for European auto suppliers that are grappling with widespread weakness across the broader auto sector, and the implications with respect to the fundamental outlook and relative value opportunities.  

Join Helen Rodriguez for a presentation and discussion that highlights a selection of topical names, including Cerba, Grifols, and Ardagh amongst others.

Helen Rodriguez, Head of European Special Situations, CreditSights

With consolidation in three major markets and line of sight to nationwide fibre in most markets, are European telcos finally facing a brighter future?

Mark Chapman, CFA, Head of Telecom/Media, Product Strategist, CreditSights

Alex Lawrence, CFA, Analyst, TMT, CreditSights

EMs face a challenging global environment, including the economic slowdown in China, potential trade tariffs from the US, and rising geopolitical tensions. In our panel, we will discuss the impact of these risks on EM prospects.

Regis Chatellier, Head of EM Sovereign Strategy, CreditSights

Anwita Basu, Head of Country Risk Europe at BMI

Ramona Moubarak, Head of MENA & Global Banking at BMI