Moody’s analysts discuss the rescue of Credit Suisse, and explain why some fintechs have thrived even in adversity. Also, a look at the ongoing effects of the Russia-Ukraine conflict on CIS banks. Speakers: Michael Rohr, Senior Vice President, Moody’s Investors Service; Dietmar Hornung, Associate Managing Director, Moody’s Investors Service; Vladlen Kuznetsov, AVP – Analyst, Moody’s Investors Service; Petr Paklin, AVP – Analyst, Moody’s Investors Service; Daniel Yu, VP – Senior Credit Officer, M...
Mar 29, 2023•28 min•Ep. 79
Moody’s analysts discuss recent developments in the US and European banking systems, the implications for monetary policy and potential spillovers to emerging markets across the globe. Speakers: Donald Robertson, AMD – Financial Institutions, Moody’s Investors Service; Nick Hill, MD – Financial Institutions, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors Service; Scott Phillips, AMD – Global Emerging Markets, Moody’s Investors Service Hosts: Shirin Mo...
Mar 17, 2023•14 min•Ep. 78
Moody's analysts discuss how emerging markets banks have evolved to compete with new entrants, and explain why fintechs globally are on shakier financial ground. Speakers: Stephen Tu, VP – Senior Credit Officer, Moody’s Investors Service; Alexandre Albuquerque, VP – Senior Analyst, Moody’s Investors Service; Petr Paklin, AVP – Analyst, Moody’s Investors Service; Tengfu Li, AVP – Analyst, Moody’s Investors Service Hosts: Erin McDermott, AVP – Research Writer, Moody’s Investors Service; Danielle R...
Mar 01, 2023•22 min•Ep. 77
We explore this year’s outlook for crypto and digital asset firms, and check in on financial repercussions a year after Russia's seizure of leased aircraft. Speakers: Benjamin Serra, SVP, Moody’s Investors Service; Mark Wasden, SVP, Moody’s Investors Service; Jayesh Joseph, AVP – Analyst, Moody’s Investors Service; Vincent Gusdorf, SVP, Moody’s Investors Service; Alexandra Aspioti, VP – Senior Analyst, Moody’s Investors Service Hosts: Myles Neligan, VP – Senior Research Writer, Moody’s Investors...
Feb 22, 2023•29 min•Ep. 76
Helena Kingsley-Tomkins explains what’s behind insurance outlooks in Europe. In Fast Finance: troubles in real estate extend to Vietnam’s banks, and a look at Indian banks’ exposure to Adani Group. Speakers: Srikanth Vadlamani, VP – Senior Credit Officer, Moody’s Investors Service; Joyce Ong, AVP – Analyst, Moody’s Investors Service; Helena Kingsley-Tomkins, VP – Senior Analyst, Moody’s Investors Service Hosts: Myles Neligan, VP – Senior Research Writer, Moody’s Investors Service; Danielle Reed,...
Feb 15, 2023•24 min•Ep. 75
Tomoya Suzuki talks about the digital payments push in Japan, and Rebecca Tan explains why the outlook is brighter for India’s public sector banks. Speakers: Tomoya Suzuki, VP – Senior Analyst, Moody’s Investors Service; Rebecca Tan, VP – Senior Analyst, Moody’s Investors Service Hosts: Jun Yang, AVP – Research Writer, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service Related Research : Banks – Japan: Push for digital transactions is credit negative...
Feb 08, 2023•16 min•Ep. 74
Moody's analysts discuss crypto asset regulation, credit developments at Silvergate Bank and foreign currency fluctuation risks for emerging markets banks and Asia-Pacific financial institutions. Speakers: Stephen Tu, VP – Senior Credit Officer, Moody’s Investors Service; Sadia Nabi, VP – Senior Analyst, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors Service; Jungmin Arlene Sohn, Analyst, Moody’s Investors Service Hosts: Carolyn Henson, VP – Senior Re...
Jan 25, 2023•23 min•Ep. 73
Bruno Baretta explains how weak macroeconomic conditions are increasing credit risk for finance companies globally despite a possible profitability boost for some companies from rising interest rates. Speaker: Bruno Baretta, AVP – Analyst, Moody’s Investors Service Hosts: Michael Porta, VP – Senior Research Writer, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service Related content on Moodys.com (some content only available to registered users or subs...
Jan 18, 2023•15 min•Ep. 72
Claims inflation and higher reinsurance costs loom large in the outlook for P&C insurance, while life insurers see enough benefit from higher interest rates to offset economic turbulence, for now. Speakers: Manoj Jethani, VP – Senior Credit Officer, Moody’s Investors Service; Christian Badorff, VP – Senior Credit Officer, Moody’s Investors Service Hosts: Myles Neligan, VP – Senior Research Writer, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’s Investors Servic...
Jan 11, 2023•16 min•Ep. 71
Against an uncertain global economic backdrop, hosts Carolyn Henson and Michael Porta talk to Moody’s analysts Edoardo Calandro, Rita Sahu and Nicholas Zhu about prospects for global banks in 2023. Speakers : Edoardo Calandro, VP – Senior Credit Officer, Moody’s Investors Service; Rita Sahu, VP – Senior Credit Officer, Moody’s Investors Service; Nicholas Zhu, VP – Senior Credit Officer, Moody’s Investors Service Hosts : Carolyn Henson, VP – Senior Research Writer, Moody’s Investors Service; Mich...
Dec 14, 2022•19 min•Ep. 70
Jill Cetina and David Fanger explain how this round of quantitative tightening will affect bank funding and capital. Plus, Coinbase faces higher risks, and Twitter’s lenders face markdowns. Speakers: Jill Cetina, Associate Managing Director, Moody’s Investors Service; David Fanger, SVP, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Erin McDermott, AVP –Research Writer, Moody’s Investors Service Related Research: Banks – Cross Region: Twit...
Dec 07, 2022•26 min•Ep. 69
Vincent Gusdorf, Fadi Massih and Warren Kornfeld discuss the aftermath of the FTX bankruptcy and explain how crypto finance risks could spill over into traditional financial institutions. Speakers: Vincent Gusdorf, Senior Vice President, DeFi & Digital Assets, Moody’s Investors Service; Fadi Massih, VP – Senior Analyst, Moody’s Investors Service; Warren Kornfeld, Senior Vice President, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Mic...
Nov 23, 2022•22 min•Ep. 68
As COP 27 winds down, Shree Khare and Tomoya Suzuki discuss Japan's rising natural catastrophe risks, and Megan Fox and Brandan Holmes explain what's driving banks' and insurers' net zero plans. Speakers: Shree Khare, Vice President of Model Development, RMS; Tomoya Suzuki, VP – Senior Analyst, Moody’s Investors Service; Megan Fox, VP – Senior Analyst, Moody’s Investors Service; Brandan Holmes, VP – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Write...
Nov 16, 2022•29 min•Ep. 67
Srikanth Vadlamani explains why Indian banks’ loans will perform well despite rising interest rates, and Eugene Tarzimanov discusses the threat to Asia-Pacific banks from China’s slowing economy. Speakers: Srikanth Vadlamani, VP – Senior Credit Officer, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Jun Yang, AVP – Research Writer, Moody’s Investors Service...
Oct 26, 2022•20 min•Ep. 66
Kelvin Kwok, Mattias Frithiof and Farooq Khan explain the implications of inflation and rising interest rates for Asia-Pacific insurers and Western European and UK banks. Guests: Kelvin Kwok, AVP - Analyst, Moody’s Investors Service; Mattias Frithiof, AVP – Analyst, Moody’s Investors Service; Farooq Khan, VP – Senior Analyst, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Myles Neligan, VP – Senior Research Writer, Moody’s Investors Servic...
Oct 19, 2022•22 min•Ep. 65
James Eck explains that with insured loss estimates of up to roughly $70 billion, earnings of property insurers and reinsurers will fall sharply, and some reinsurers could face capital erosion. Guests: James Eck, Vice President – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service To read more on this topic, visit Moodys.com (some content available only to registered users or subscribers). P&C Insurance and...
Oct 12, 2022•8 min•Ep. 64
Louise Welin and Maria Gillholm discuss difficulties ahead for Swedish mortgage borrowers and real estate companies, and implications for banks. Also, new business is slowing for US mortgage insurers. Guests: Bob Garofalo, Vice President – Senior Credit Officer, Moody’s Investors Service; Louise Welin, Vice President – Senior Credit Officer, Moody’s Investors Service; Maria Gillholm, Vice President – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, Vice President – Senior R...
Oct 05, 2022•20 min•Ep. 63
Rajeev Bamra and Sadia Nabi discuss regulation of global cryptoassets and stablecoins in the US. Also: a proposal to clear certain Treasurys trades, and banks' risks from conflict in Nagorno-Karabakh. Guests: Rajeev Bamra, head of DeFi and Digital Assets Strategy, Moody’s Investors Service; Sadia Nabi, Vice President – Senior Analyst, Moody’s Investors Service; Lev Dorf, Assistant Vice President – Analyst, Moody’s Investors Service; Donald Robertson, Associate Managing Director, Moody’s Investor...
Sep 28, 2022•27 min•Ep. 62
C.J. Wong explains the forces behind Vietnamese banks’ credit strength, and Rebecca Tan discusses inflation's impact on banks in six member states of the Association of Southeast Asian Nations. Guests: C.J. Wong, Analyst, Moody’s Investors Service; Rebecca Tan, Vice President – Senior Analyst, Moody’s Investors Service Hosts: Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service, and Jun Yang, Assistant Vice President – Research Writer, Moody’s Investors Service To re...
Sep 21, 2022•14 min•Ep. 61
Badis Shubailat and Tengfu Li discuss how high commodity prices are supporting the recovery of Islamic banks, and Alexandra Aspioti explains why GCC fund managers are optimistic. Guests: Alexandra Aspioti, Vice President – Senior Analyst, Moody’s Investors Service; Badis Shubailat, Analyst, Moody’s Investors Service, and Tengfu Li, Assistant Vice President – Analyst, Moody’s Investors Service Hosts: Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service, and Carolyn He...
Sep 14, 2022•17 min•Ep. 60
Helena Kingsley-Tomkins explains why the outlook for global reinsurance is stable, despite higher natural catastrophe losses, and James Eck discusses the prospects for alternative capital. Guests: Helena Kingsley-Tomkins, Vice President – Senior Analyst, Moody’s Investors Service and James Eck, Vice President – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service, and Myles Neligan, Vice President – Senior Resea...
Sep 07, 2022•19 min•Ep. 59
Bernhard Held and Petter Bryman discuss the implications for certain European banking systems of a reduction in Russian energy supply, and Alessandro Roccati discusses recent credit developments at Credit Suisse following large losses. Guests: Bernhard Held, Vice President – Senior Credit Officer, Moody’s Investors Service, Petter Bryman, Vice President – Senior Analyst, Moody’s Investors Service, and Alessandro Roccati, Senior Vice President, Moody’s Investors Service Hosts: Danielle Reed, Vice...
Aug 24, 2022•17 min•Ep. 58
Fabio Iannò explains why European banks will benefit from the ECB's recent increase in key interest rates, and Felipe Carvallo discusses how the sale of certain Citibanamex business operations will alter Mexico’s banking sector. Guests : Felipe Carvallo, Vice President – Senior Credit Officer, Moody’s Investors Service, and Fabio Iannò, Vice President – Senior Credit Officer, Moody’s Investors Service Hosts : Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service and M...
Jul 27, 2022•16 min•Ep. 57
Stephen Tu explains why Apple’s new Pay Later initiative may have important implications for financial institutions; Saranga Ranasinghe and Frank Mirenzi tell us about future growth in and risks to Australia’s pension (“superannuation”) sector. Guests : Saranga Ranasinghe, Vice President – Senior Analyst, Corporate Finance Group, Moody’s Investors Service; Frank Mirenzi, Vice President – Senior Credit Officer, Financial Institutions Group, Moody’s Investors Service; Stephen Tu, Vice President – ...
Jul 13, 2022•19 min•Ep. 56
Yulia Wan and Sean Hung discuss the implications for financial institutions of China's policy focus on financial stability. Plus, Eugene Tarzimanov and Yaroslav Sovgyra discuss how inflation will affect banks in emerging economies. Guests : Yulia Wan, Vice President – Senior Analyst, Financial Institutions Group, Moody’s Investors Service; Sean Hung, Vice President – Senior Credit Officer, Financial Institutions Group, Moody’s Investors Service; Eugene Tarzimanov, Vice President – Senior Credit ...
Jun 29, 2022•23 min•Ep. 55
Neal Epstein explains how comparatively strong credit performance and returns draw asset managers to private credit despite high borrower leverage. Warren Kornfeld and Clay Montgomery cover the growing role of non-banks, including BDCs, in the space. Guests : Neal Epstein, Vice President – Senior Credit Officer, Funds & Asset Management, Moody’s Investors Service; Warren Kornfeld, Senior Vice President, Banking, Moody’s Investors Service, and Clay Montgomery, Vice President, Senior Analyst, ...
Jun 22, 2022•23 min•Ep. 54
Rajeev Bamra explains why crypto markets are unlikely to allow mass sanctions evasion. Plus, Sarah Hibler explains why Russia’s invasion of Ukraine adds to uncertainty for cyber insurers in an already difficult operating environment. Guests: Rajeev Bamra, Vice President – Strategy & Business Management, Moody’s Investors Service, and Sarah Hibler, Associate Managing Director, Moody’s Investors Service Hosts: Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service an...
Jun 15, 2022•16 min•Ep. 53
Tom Aaron of the Public Finance team and Shachar Gonen of the Insurance team explore the reasons public pension funds and insurance companies have found private equity and private credit such compelling investments, and why public pension funds face higher risk than insurers from these assets. Guests: Thomas Aaron, Vice President – Senior Credit Officer, Moody’s Investors Service; Shachar Gonen, Vice President – Senior Credit Officer, Moody’s Investors Service; Hosts: Danielle Reed, Vice Preside...
Jun 01, 2022•13 min•Ep. 52
As mental health and substance abuse problems grow sharply in the US, insurance analyst Dean Ungar explains how US health insurers are trying to break down the wall between medical health and mental health and better integrate the latter into their operations. Also in this episode, insurance analysts Frank Yuen, Soichiro Makimoto and Qian Zhu discuss updates to capital regimes in Asia-Pacific, and what it means for insurers in Japan, mainland China and Hong Kong SAR, China. Guests: Dean Ungar, V...
May 18, 2022•19 min•Ep. 51
Financial Institutions team analysts Allen Tischler and Jasper Cooper talk about the effects of higher inflation on global banks, insurance companies and asset managers, and explain why the negatives outweigh the positives. Related content on Moodys.com (some content only available to registered users or subscribers): Financial Institutions – Cross Region: Risks of prolonged high inflation outweigh rate hike benefits...
May 04, 2022•14 min•Ep. 50
