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Global construction Soft landing with a loose seatbelt

Soft landing with a loose seatbelt

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sector inflation risks
sector inflation risks

Who’s afraid of inflation? A corporate view

If commodity prices, wages or interest rates rise more than expected, some sectors are particularly at risk of a liquidity and profitability squeeze.

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Euler Hermes Global Trade Report 2021
Euler Hermes Global Trade Report 2021

Global Trade Report – Battling out of supply-chain disruptions

When it comes to inputs from China, Europe is on the weak side of the tug-of-war against the US.

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Supply-chain disruption and sector profitability in the US and Europe
Supply-chain disruption and sector profitability in the US and Europe

The big squeeze: supply disruptions pressure manufacturing margins in the US and Europe

Companies in Europe and the US could face a profit squeeze from Q4 2021 onwards as sustained supply-chain disruptions slow the manufacturing recovery.

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European fragile SMEs
European fragile SMEs

European SMEs: 7-15% at risk of insolvency in the next four years

While state support softened the blow of the Covid-19 shock, we find that 7%, 13% and 15% of SMEs in Germany, France and the UK are still at risk of insolvency in the next four years.

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Working Capital Requirements in 2021
Working Capital Requirements in 2021

Liquidity matters: Corporates may need half a trillion of additional working capital requirement financing in 2021

Large companies will face a record increase in WCR in a context of a strong demand rebound triggered by the grand reopening, alongside severe shortages in inputs, labor and final goods.

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China dual circulation
China dual circulation

Dual circulation: China’s way of reshoring?

The dual circulation strategy is likely to take center stage in China’s 14th five-year plan as a way towards more sustainable growth, making the country less reliant on factors outside of its control.

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EUR100bn equity gap for French and Italian SMEs

On top of emergency liquidity measures provided to European SMEs to fight Covid-19, we estimate that Italian SMEs need EUR70bn of recapitalization, French SMEs EUR30bn, and German SMEs EUR3bn.

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Impact underwriting: sustainable insurance as an opportunity for society and business

Due to its role as risk manager, risk carrier and major investor, the insurance industry is in a unique position to promote economic, social and environmental sustainability.

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Covid-19 to increase firms’ liquidity needs to a record USD8tn as payment delays and inventories surge

The prolonged supply-chain disruption likely due to future targeted lockdowns and companies’ precautionary stockpiling will push inventories up in H2 2020.

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Construction companies in Europe: Size does matter

Covid-19 is sparking a profitability shock for SMEs in the construction sector.

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Spain: New government, mixed bag for corporates

After eight months of political deadlock, socialist Prime Minister Pedro Sánchez was finally able to secure a simple majority in Parliament.

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Spain's new coalition government: what does it mean for corporates?

After eight months of political deadlock, two elections in 2019, socialist PM Pedro Sánchez was finally able to secure a simple majority in Parliament (by a magin of only two votes) and will now form a government.

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Major insolvencies as of Q3-2019

Focusing on firms with a turnover exceeding EUR50mn, our Q3 2019 monitoring points to quarterly rebound in major insolvencies.

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COP25: No such thing as a free lunch

The COP25 summit is likely to be a catalyst for tightening and intensifying climate change regulation, which could cost global industry nearly USD 2.5tn over the next ten years.

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Construction – Forever blowing bubbles

Global housing prices are at an all-time high, raising questions about the risk of bubbles in the housing sector.

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