Summary
We expect rated global systemically important banks (G-SIBs) to remain resilient and continue to record solid profits in 2025, despite a weaker economic outlook. That said, ongoing tariff uncertainty may trigger several macro-financial shocks, and potential regulatory changes could, over the long term, lead to regulatory fragmentation and raise G-SIBs’ costs and business model complexity.
On Thursday, June 5, 2025, S&P Global Ratings’ Financial Institutions Ratings analysts hosted a live, interactive webinar to discuss their perspectives on key business and credit trends for G-SIBs. The analysts also responded to questions from the audience.
Speakers:
Nicolas Charnay, Managing Director and Sector Lead, European Financial Institutions Ratings
Richard Barnes, Senior Director and Lead Analyst, European Financial Institutions Ratings
Claudio Hantzsche, Senior Analyst, Financial Services Ratings
Kensuke Sugihara, Managing Director, Sector Lead, Japan, Financial Institutions Ratings
Ryan Tsang, Managing Director, Sector Lead, Greater China Region, Financial Institutions Ratings
Shinoy Varghese, Associate Director, Hong Kong and South & Southeast Asia (SSEA), Financial Institutions Ratings
Moderator:
Gavin Gunning, Managing Director, Sector Lead, Global and Asia-Pacific, Financial Institutions Ratings
Click here to access the replay of the AMER & EMEA session held on Wednesday, May 28, 2025.
This webinar replay is free of charge.