Europe Autos Reset: Competition, Costs and Credit Risks
Know More. Risk Better. Podcast | Season 10, Episode 25
In this episode of the Know More. Risk Better. podcast, the conversation explores how cyclical weakness and structural disruption are reshaping the outlook for European autos and influencing credit markets. Logan Miller is joined by Jim Williamson to discuss the growing impact of Chinese EV competition on market share, margins, and the long-term positioning of European OEMs, alongside lessons from historical US-Japan auto competition.ÌýÌý
They examine the divergence between credit and equity signals, the role of protectionism and cost pressures, and how shifting fundamentals could affect investor risk sentiment. The episode delivers a clear, forward-looking perspective to help investors navigate credit positioning in an increasingly complex autos landscape.Ìý
Watch on YouTube:
Speakers:
Logan Miller, Head of European Strategy, ÂÒÂ׶ÌÊÓƵ:
Logan leads European strategy across investment grade and leveraged finance markets, developing market views and investment recommendations for institutional investors.
Jim Williamson, Autos Senior Analyst, ÂÒÂ׶ÌÊÓƵ:
Jim works on the European Autos and Industrials sectors, with a focus on OEMs and suppliers across both investment grade and high yield.
Timestamps:
Introduction to the European Auto Market Dynamics
Historical Context: Japanese Competition in the US
Current Challenges: Chinese OEMs in Europe
Future Outlook: Restructuring and Market Share Dynamics
Navigating Credit Challenges in Short-Dated Bonds
Cyclical vs. Secular Trends in the Auto Sector
Shareholder Returns vs. Capital Protection
Event Risks and National Champions in Europe
Positioning Strategies in a Challenging Environment
Related Resources:
Euro Autos: Barbarians at the Gates (1/3)
Read MoreEuro Autos: Barbarians at the Gates (1/3)
Euro Autos: Barbarians at the Gates (2/3)
Read MoreEuro Autos: Barbarians at the Gates (2/3)
Euro Autos: Barbarians at the Gates (3/3)
Read MoreEuro Autos: Barbarians at the Gates (3/3)
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Listen on Apple Podcasts:
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