June 23rd 2020 (9.57mins)
Michael Taylor and Laura Perez Martinez of the Credit Strategy & Research team join host Rahul Ghosh to discuss the factors that will shape the global credit environment once the coronavirus crisis recedes. While much remains unclear, the pandemic will likely accelerate ongoing changes in how consumers, businesses, governments and societies operate.
April 14, 2020 (5.51 mins)
Robard Williams and Swami Venkataraman discuss their review of Moody's private-sector rating actions that cited ESG risks as material credit consideration.
March 12, 2020 (7.10mins)
James Leaton and Khalid Husain of the ESG team discuss how we use scenario analyses to assess the credit implications of carbon transition and physical climate risks.
March 11 2020 (7.44mins)
Robard Williams and Atsi Sheth of the Credit Strategy & Research team discuss how the growing coronavirus outbreak is likely to drag on growth for all of the world’s major economies this year.
March 9th 2020 (6.46mins)
Sally Yim and Jessie Tung of the Sub-Sovereign team discuss the growth in the number of financial holding companies owned by Chinese regional and local governments as well as recent regulatory changes in the sector. According to their analysis, the new regulations will change the sector’s business mix and improve risk management.
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.
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 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.