European Industrial Bonds in 2024: Themes for Vigilance: 2024 Credit Outlook

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Duration: 6 Minutes

Original Date: November 27, 2023

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European Industrials' balance sheets could remain resilient in the near term yet weaker earnings, lower disposable incomes, volatile shipping rates and tight valuations could drive industrial spreads in 2024. Names including Alstom, Siemens Energy, Maersk and Webuild could remain volatile in the coming quarters, our analysis suggests.

European Industrial Bonds in 2024: Themes for Vigilance: 2024 Credit Outlook

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