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S&P, Moody’s, and the limits of AI disruption: Part 1

Posted By scuttleblurb On In [SPGI] S&P Global | Comments Disabled

(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) Moody’s and S&P Global have this year traded as a blended average of two different businesses: a deeply moated ratings franchise that is largely insulated from AI disruption, and a data and analytics operation that is squarely in its crosshairs. […]

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Thoughts on the S&P Global / IHS Markit merger

Posted By scuttleblurb On In [SPGI] S&P Global | Comments Disabled

On the surface, the combination of S&P Global and IHS Markit appears both inevitable, given the frenzied consolidation of financial market infrastructure in recent years; and straightforward, given that both companies are built on data.  Smash the companies together, cut duplicative costs, cross-sell datasets, and combine the datasets into new products.  Easy.  But the deal’s […]

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[SPGI, MCO] Market infrastructure: part 2

Posted By scuttleblurb On In [MCO] Moody's Corp,[SPGI] S&P Global | Comments Disabled

Banks, regulators, and fixed income investors rely on Moody’s and S&P to provide a consistent and standardized metric of credit risk across names and over time.  As I explained in The Self-Reinforcing Standards Moat: …ratings underpin the risk weightings that banks attach to assets to determine capital requirements, dictate which securities a money market fund […]

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