S&P Global shared their slide deck from the Barclays Global Financial Services Conference happening today. A quick thread on the slides of note:
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You can see how abnormally high 1H 2020 growth has been for S&P Global. Revenue: +14% growth vs. a 4 yr CAGR at ~6% EPS: +35% growth vs. a 4 yr CAGR at ~19%:pic.twitter.com/dPsL3Igw1w
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A good portion of 1H growth is due to "pull-forward" effect of debt issuance:pic.twitter.com/LnSkwMeM8T
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A good indices summary: - majority AUM driven - focused on ESG, emerging markets - perfect beneficiary of passive investing growthpic.twitter.com/w99FJt7qns
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S&P's Platts unit is the slowest growing of the company this year w/energy carnage in Q1 cutting demand. Still +3% and with improving margins:pic.twitter.com/Yp8NJvLPcp
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ESG innovation will show up in all of S&P's product lines, and benefits from network effects (demand for ESG data in one unit boosts demand for ESG products in other units):pic.twitter.com/N4vvGwiGf7
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