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Summary
Join us for our upcoming webinar, where we will tap our deep well of data for insights into the credit markets in 2025 and beyond. As an asset class, credit has shown remarkable resilience in the face of higher rates, refinancing costs, and heightened geopolitical risk. Spreads were trading at historically tight levels but policy uncertainty has led many investors to question if they are receiving adequate compensation for the risk they are taking. In the webinar, we will explore:
- The drivers of spread compression in corporate credit (bonds and synthetic)
- Regional divergences – will US exceptionalism continue, or will Europe make a comeback?<
- Relative value across sectors and capital structure
- Risks to speculative grade credit – HY bonds, leveraged loans/CLOs, and cost of hedging
The credit market is at an important juncture. Will spreads tighten further this year, or are we at the beginning of a correction? Will technical factors continue to drive performance, or will policy uncertainty cause a sustained spread reversal? Join us on March 27 to discuss these key themes and other topical questions.
Speakers
S&P Global Market Intelligence
Gavan Nolan
S&P Global Market Intelligence
Executive Director, Business Development and Research, Fixed Income Pricing
Gavan Nolan, a specialist in credit markets, is an Executive Director responsible for business development and co-heads research for Fixed Income Pricing at S&P Global Market Intelligence.
A published author, Gavan has written about the credit markets from the accounting scandals of the last decade through the financial and European sovereign debt crises. He is a well-known commentator on the credit default swaps (CDS) markets, including credit fundamentals and CDS mechanics, in particular ISDA definitions, credit events and auctions. He has been a frequent contributor to both print and broadcast media, and quoted in Financial Times, Wall Street Journal, Daily Telegraph, Bloomberg, Reuters, Dow Jones, Global Capital, CNBC and BBC's R4 Today programs. Gavan played a key role in developing the Markit CDS pricing product, the leading service in the CDS market. Prior to joining Markit in 2003, now S&P Global, he worked at J.P. Morgan and TD Securities in a variety of fixed-income roles.
Gavan holds a Bachelor of Science in Economics from Queen Mary College, University of London, UK
S&P Global Market Intelligence
Karthick Chandrasekaran
Executive Director, EMEA Business Development
Karthick Chandrasekaran is responsible for product and commercial strategy for the award-winning S&P Global Pricing and Reference Data business in Europe. His areas of expertise include Fixed Income pricing and analytics, Financial Analysis, product development. Karthick joined the S&P Global Market Intelligence London office in 2020.
Before joining S&P Global, Karthick was a product manager for Bloomberg's evaluated bond pricing business and read Financial Analysis & Fund management from the University of Exeter.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.