Stan will lead our Financial Institutions Group ratings advisory, bringing deep sector expertise and an unmatched analytical perspective to our clients.

Emerging markets continue to navigate transformational global shifts, yet structural reforms and policy discipline are driving remarkable resilience across the asset class. Our notes from the S&P Global Ratings Emerging Markets conference.

The next challenge for the AI infrastructure boom is not simply raising the capital. It is structuring it optimally with credit rating outcomes in mind – which means ratings analysis needs to enter the capital structure conversation much earlier.

Thomas will drive rigorous quantitative analysis for our clients, mapping granular financial performance directly against the S&P, Moody’s and Fitch scorecards.

Rating agencies are stress-testing AI infrastructure financings like never before. The Oracle case shows that a credit rating is now an operational threshold – and every notch matters.

Michael brings more than 20 years of experience originating bespoke strategic credit rating advisory solutions, most recently as Head of Energy and Ratings Advisory EMEA at SMBC Group.

Our read-across from the AM Best, Fitch, Moody’s and S&P Global briefings in Monte Carlo: terms and conditions, capital buffers versus margin erosion, US casualty, and alternative capital.

Staying ahead of shifting market dynamics and evolving methodologies is central to how we structure our clients’ rating strategies. Our takeaways from S&P Global Ratings’ Summer Advisory Council.

The standout credit takeaway from S&P Global’s Monte Carlo briefing: the global reinsurance sector is operating with historically high levels of capital headroom – but rating stability through the softer phase of the cycle will be determined by underwriting governance.

The AM Best reinsurance market briefing provided an essential barometer for the global market’s trajectory: strong risk-adjusted capitalisation, a stable outlook for global non-life reinsurance, and a sharp focus on emerging structural headwinds.