Explorez tous les épisodes du podcast Clarity in Credit

Plongez dans la liste complète des épisodes de Clarity in Credit. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

	Titre	Date	Durée
	Need More Ammo – How the European Corporate Defence Sector Faces Challenges, but Ultimately Benefits	16 Jun 2025	00:10:39
In the first episode of the Morningstar DBRS “Clarity in Credit” podcast, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President of Global Sovereign & Financial Institution Ratings, are joined by Chloe Blais, Vice President of European Corporate Ratings, to discuss the European defense sector. European Union defense spending is expected to increase further from all-time high levels seen in 2024 as the conflict in Ukraine has continued. While governments and financial institutions are expected to facilitate this expansion by expediting approval processes and providing financing, the corporate sector will play a critical role in the build-out of the European defense capacity. Morningstar DBRS’ analysts discuss where new military procurements will come from as well as capacity constraints and expected timelines. Journois, Graffam, and Blais also examine how governments will fund the capital required for further investments in defense, highlighting the challenges this expansion will bring and the potential effects on credit. Related Content: Rethinking Bank Funding to the European Defence Sector: https://dbrs.morningstar.com/research/449341 Ammunition for Future Growth: Benefits to Defence Sector From Rising European Budgets Will Take Time to Materialise: https://dbrs.morningstar.com/research/449460 Germany's Elections: Ramping Up Defence Spending Will Require Significant Policy Compromises: https://dbrs.morningstar.com/research/448493 By downloading or listening to this podcast, you are agreeing to the Morningstar DBRS disclaimer and legal terms and conditions found at https://dbrs.morningstar.com/about/disclaimer and https://dbrs.morningstar.com/about/termsAndConditions, including that the information provided is not investment, financial or other advice. Morningstar DBRS will not be liable for losses arising from your use of the information. Please note that the content of this podcast is intended for European, North American and UK audiences only.

À propos Méthodologie Contact Me soutenir Politique de confidentialité Mentions légales