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Summary
The shifts in the interest rate environment over the past year have had a profound impact on bond flow and investor sentiment in Europe and globally. This has pushed investment banks, issuers and investors to look closely at everything from duration and sector risk to how yield curves are shaping corporate bond tenors.
Europe’s debt markets have also withstood a barrage of challenges, including Russia’s war in Ukraine, a banking crisis in the US and the eventual merger of Credit Suisse and UBS, the unprecedented write-off of Credit Suisse’s additional tier one bonds and a sharp rise in the cost of debt across the board. Investment banking revenues have come under pressure as deal flow weakens, raising questions about the health and prospects of the debt market.
In this webinar, we will take a deep dive into the current state of the European debt market, changes in sector dynamics and types of debt being issued, the pressure on the real estate market and how best to navigate this complex landscape effectively. We will explore:
- Key DCM trends and themes across Europe, the Middle East and Africa
- How markets are looking at different asset classes like FIG and corporate bonds
- Stress on European real estate bonds and implications for banks
- How the interest rate environment has affected the yield curve – is there demand for duration?
- Eurozone inflation is falling but will it lead to an end to interest rate hikes? How should banks/ investors/ issuers position themselves?
Who should attend?
This webinar is targeted at investment banking and debt capital market professionals, as well as portfolio managers and EMEA specialists. Participation is free but subject to prior registration.
Why participate?
- Expert insights: Gain valuable insights and perspectives from industry experts who possess in-depth knowledge, data and experience in the European debt capital market.
- Comprehensive coverage: Covering a wide range of crucial topics including interest rate shifts, duration risk, European real estate, and yield curve dynamics, ensuring a holistic understanding of the current debt market landscape across EMEA.
- Strategies and solutions: Discover effective strategies and solutions to navigate the complexities of the European debt capital market, enabling participants to make informed decisions and optimize their investment outcomes.
- Timely and relevant: Stay updated on the latest trends, challenges, and opportunities in the European debt capital market, allowing participants to adapt their strategies to the current market dynamics.
Speakers
Atul Sodhi
Global Head of Debt Capital Markets
Atul is the Global Head of Debt Capital Markets, based in Paris.
Atul is the Global Head of Debt Capital Markets, based in Paris. He is responsible for the Origination of Debt Capital Markets business from issuers on a global basis, and heads a team of approximately 100 professionals based in key global financial centres. Originally based in Mumbai as Head of Client Coverage and Origination for CACIB India, he moved to Hong Kong in 2007 to lead the Loan Syndication business in APAC, and in 2015 became Head of Debt Origination and Advisory for APAC.
Pierre Verlé
Carmignac
Head of Credit
Pierre Verlé is Head of Credit and a Fund Manager at Carmignac.
Pierre Verlé is Head of Credit and a Fund Manager at Carmignac. Pierre joined Carmignac in 2013 as a Credit Analyst and was appointed Head of Credit in 2015. He began his career in 2004 at Merrill Lynch Paris as an M&A, debt and equity capital markets analyst. In 2006, he entered Morgan Stanley London where he worked as a buy-side analyst in distressed debt and high-yield securities for three years. In 2009, he founded Butler Investment Managers, and was Deputy CEO of the distressed debt fund. Pierre holds an Engineer Diploma from Ecole Polytechnique and a master’s degree in finance from HEC. He is also a CFA Charter holder (2006) and a CAIA Charter holder (2012).
S&P Global Market Intelligence
Mohsin Ali Khan
S&P Global Market Intelligence
Director, EMEA Sell-Side Business Development
Mohsin is a Director in EMEA Sell-Side Business Development team at S&P Global Market Intelligence.
He works closely with Financial Institutions across EMEA to help drive efficiency and effectiveness in their workflows through adoption of Capital IQ Pro, the premier desktop offering of S&P Global Market Intelligence. Driving the desktop growth strategy, his responsibilities include strategy and planning, generating thought leadership, and designing go-to-market plans for Capital IQ Pro.
Rashmi Kumar
Global Capital
Capital Markets Financial Correspondent
Rashmi spent 10 years working for London-based media and publishing house Delinian, previously called Euromoney Institutional Investor, in their offices in Hong Kong and Singapore.
Rashmi spent 10 years working for London-based media and publishing house Delinian, previously called Euromoney Institutional Investor, in their offices in Hong Kong and Singapore. She was Asia Editor of GlobalCapital and Editor of Asiamoney until the end of 2022, writing about Asia’s capital markets, investment banking, private banking and wealth management, and sustainability. Before that, Rashmi wrote for Campden Wealth in London on family businesses and family offices.
Event Support