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Euro Banks: Conference Transcript & 2023 Outlook
Economic weakness in 2023 will put pressure on European banks' earnings and asset quality, but their balance sheets are stronger than in the past, and we expect them to be resilient.
IG European Consumer: 2023 Outlook
In our 2023 outlook piece, we highlight key themes and trends to watch out for in the IG European consumer space and outline our key picks and pans in the sector.
Global Autos: 2023 Outlook - Picks & Pans
We highlight credits that we believe have strong fundamental stories and/or compelling relative value, along with credits that we believe will be fundamentally challenged or offer poor relative value.
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