JANUARY 2022
January 12th 2022 (18.57 mins)
Frank Yuen and Laura Bazer explain why the outlook for life insurers worldwide is less bleak than it was a year ago. Plus, Bruce Ballentine and Benjamin Serra discuss the strengths that help insulate global property and casualty (P&C) insurers from higher claims as economies reopen.
DECEMBER 2021
December 15th 2021 (18.39 mins)
Banking analysts Michael Rohr and Donald Robertson explain how our outlook has improved for banks worldwide. Plus, Banking team analyst Svetlana Pavlova discusses how demographic trends in emerging markets are driving a divergence in banks’ growth and profitability prospects.
DECEMBER 2021
December 1st 2021 (17.54 mins)
Dominic Simpson and Neal Epstein of the Asset Management team discuss prospects for global asset managers in 2022, as the global economic recovery and demand for alternative and ESG investments drive industry growth. Meanwhile, Ceres Lisboa, Ashraf Madani and Eugene Tarzimanov of the Banking team explore how emerging markets banks will benefit from G20 economies’ recovery, strong global demand for commodities and a rise in interest rates.
NOVEMBER 2021
November 17th 2021 (15.24 mins)
Insurance analysts Dominic Simpson and Manoj Jethani discuss global insurers’ increasing investments in illiquid assets and why that’s mostly positive despite the risks. Plus, Fadi Massih of the Banking team talks about strengths and vulnerabilities in global banks’ management of cybersecurity risks.
NOVEMBER 2021
November 3rd 2021 (16.48 mins)
Mark Wasden of the Banking team and Chris Padgett of the Corporate Finance team explain how as US private credit grows, there is greater risk of widespread market disruption should the economy falter. Plus, Insurance team analyst Shachar Gonen explains why long-term care insurers are getting a brief reprieve, and Fadi Massih of the Banking team talks about the new Bitcoin ETF and why it is credit negative for Coinbase.
OCTOBER 2021
October 20th 2021 (18.06 mins)
Michael Dion of the Insurance team explains why demand has increased for cyber insurance, and tells us how insurers are responding to higher losses and which cyber risks seem uninsurable. Plus, Inna Bodeck of the Banking team discusses what accelerating sales of alternative fuel vehicles worldwide will mean for the credit quality of specialized companies that finance loans and leases on behalf of automakers.
OCTOBER 2021
October 13th 2021 (16.50 mins)
Ahead of the COP 26 conference in Glasgow, analysts Lev Dorf, Brandan Holmes and Vanessa Robert explain why banks, insurance companies and asset managers are under pressure to reduce exposure to carbon-intensive industries. Indeed Moody's has estimated that G20 financial institutions are exposed to carbon transtion risk to the tune of $22 trillion. However, financial institutions will need to play a vital role in financing the shift to net zero, and in this epsiode our analysts discuss what new areas of economic growth are emerging.
OCTOBER 2021
October 6th 2021 (20.15 mins)
Peter Nerby, Olivier Panis and Shunsaku Sato explain how global systemically important banks are faring as the pandemic starts to recede. Dean Ungar discusses the implications for US health insurers should the Medicare hospital insurance trust fund run out of money. And David Yin tells us how a recent cryptocurrency ban in China is positive for financial institutions.
