Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.
In today's Morning Views publication we comment on developments of the following high yield issuers: Gestamp, Nomad Foods (Iglo), Odigeo, Telecom Italia, Techem, Ahlstrom, Azelis, Tullow Oil, Cirsa, Ardagh Metal Beverage Packaging, Ardagh, Centrient, Ineos, Forvia (formerly Faurecia), Encore Capital (formerly Cabot)
Notre 29ième Forum vient de se dérouler (8 et 9 janvier) à Lyon. Il a réuni 222 sociétés. L’édition 2026 de ce Forum a accueilli près de 500 investisseurs, travaillant pour environ 200 institutions de 13 pays. Nous avons ainsi organisé l’équivalent de 5 300 investors meetings. Ce document synthétise nos feed-back concernant les émetteurs obligataires présents.
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