Global Market Update: Vitals & Valuations – Diagnosing Credit Risk in a Shifting Healthcare Landscape
Date:Â June 5, 2025
Presenters:
Winnie Cisar
Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Zachary Griffiths, CFA
Head of IG and Macro Strategy, ÂÒÂ׶ÌÊÓƵ
Logan Miller
Head of European Strategy, ÂÒÂ׶ÌÊÓƵ
Eric Axon, CFA
Co-Head of High Yield Research & Healthcare, ÂÒÂ׶ÌÊÓƵ
Josh Esterov, CFA, MBAÂ
Head of Insurance, ÂÒÂ׶ÌÊÓƵ
In the face of significant changes in the healthcare landscape, our experts are here to provide clarity. Join our Strategy and Healthcare Insights specialists as they review the latest developments in healthcare policy and their potential impacts on the industry.
Gain valuable insights from our experts on the following topics:
- Healthcare Insights: Delve into the recent executive order aimed at lowering prescription drug prices in the US.
- Policy Impacts: Understand the implications of Trump’s Most Favored Nation drug pricing policy on revenue growth and EBITDA margins for drugmakers.
- Medicaid Work Requirements: Explore the proposed Medicaid work requirements and their potential effects on coverage and hospital operators.
- Regulatory Challenges: Learn about the potential legal battles surrounding the implementation of these healthcare policies.
- Strategic Positioning: Identify key healthcare companies at risk and those better positioned in the evolving market landscape.
European Special Situations Outlook: Rising Stress & Shifting Dealflow Dynamics
European Special Situations Outlook: Rising Stress & Shifting Dealflow Dynamics
U.S. Autos Expert Panel: Navigating a Shifting Market
U.S. Autos Expert Panel: Navigating a Shifting Market
Know More. Risk Better.®
Sign up to receive our latest credit insights direct to your inbox.
