MARCH 2020
March 2, 2020 (7.30mins)
Brendan Sheehan and Ana Rayes of the ESG team discuss the gender diversity of European corporate boards. According to their analysis, companies with high ratings have the largest proportion of women on their boards.
FEBRUARY 2020
January 24th 2020 (5.08 mins)
Martin Petch and Natasha Brereton-Fukui from the Sovereign team discuss implications of the bushfires for the central government, states and other issuers. For the sovereign, the immediate fiscal impact is negligible in the context of Australia's overall budget, but future costs will likely be more significant if natural disasters become more frequent and severe.
JANUARY 2020
January 27, 2020 (7.22mins)
Colin Ellis and Madhavi Bokil of the Credit Strategy & Research team discuss some of the forces that are dragging down interest rates globally and the policy challenges that the persistent low rate environment pose for major central banks.
DECEMBER 2019
December 13th 2019 (5.13mins)
Sonny Hsu and Minyan Liu from the Financial Institutions team discuss the 2020 outlook for the sector, amid a challenging operating environment with slowing economic growth and trade uncertainties.
NOVEMBER 2019
November 25, 2019 (6.55mins)
David Rogovic and William Foster of the Sovereign team discuss the credit implications of rising cyber risks on governments’ credit profiles. Governments are vulnerable to attack from multiple types of cybercriminals, while increased use of technology in providing government services has created more potential entry points for an attack.
NOVEMBER 2019
November 20th 2019 (5.02mins)
Martin Petch and Natasha Brereton-Fukui from the Sovereign team discuss how the credit implications of a structural current account deficit will depend on both its size and how it is financed over the next decade. However, on balance, China’s government is well positioned to deal with the challenges it faces ahead.
NOVEMBER 2019
November 19, 2019 (10.01mins)
Robard Williams and Rebecca Karnovitz of the Credit Strategy & Research team discuss proposals that would expand access and affordability of health insurance in the US. The proposals, if enacted, would be positive for household consumption and many consumer-facing sectors but be negative for the healthcare sector and would increase fiscal risks for the US sovereign.
NOVEMBER 2019
November 13th 2019(6.56 mins)
Vincent Allilaire and Antonio Tena from the Credit Strategy & Standards and Structured Finance teams discuss the dynamics of an ageing population in the UK and the fiscal/economic challenges it creates in the long run.
