October 2, 2019 (6.43mins)
Danielle Reed and Manoj Jethani from the Financial Institutions team discuss what ratings downgrades in life insurers’ fixed income portfolios could mean for the companies’ capital strength.
July 26th 2019 (5.24mins)
Danielle Reed and Bob Garofalo of the Financial Institutions team talk about the drivers and credit implications of M&A in the US life insurance sector.
June 21st 2019 (6.45mins)
In this installment of the Insurance group’s “Insurance Investments Deep Dive” series, Danielle Reed, research writer for the Financial Institutions Group, talks with Vice President and Senior Credit Officer Shachar Gonen about US life and P&C insurers’ growing exposure to CLOs.
April 24th 2019 (9.29mins)
In this podcast, Hong Kong-based Associate Managing Director Sally Yim, Vice President – Senior Analyst Frank Yuen and Vice President – Senior Analyst Soichiro Makimoto discuss how the insurance solvency systems in China and Japan stack up against the European benchmark known as Solvency II, and how the similarities and differences affect credit analysis of Chinese and Japanese insurers.
April 24th 2019 (8.57mins)
In this episode of Moody’s Talks - Insurance Credit, Danielle Reed, research writer for the Financial Institutions Group, talks with Senior Credit Officer James Eck about the exposure to Puerto Rico’s debt of two financial guarantors – MBIA, through its subsidiary National, as well as Assured Guaranty, through several of its subsidiaries.
September 19th, 2018 (6.30mins)
Associate Managing Director Sarah Hibler and Senior Credit Officer James Eck discuss the reasons behind our stable outlook for the reinsurance sector. They discuss how, faced with pricing pressures stemming from excess capacity in reinsurance, reinsurers have used M&A as well as alternative capital strategies to enhance their competitive positions. In the years to come, a changing climate featuring more frequent and more severe storms will drive demand for reinsurance. It will also drive demand for risk transfer solutions related to the extreme weather, and for property and liability coverage of related to the ongoing transition to clean power and renewable energy.
March 14th 2018 (7.00mins)
In this episode of Moody’s insurance credit podcasts, Associate Managing Director for the P&C insurance team Sarah Hibler and Vice President for the P&C insurance team James Eck discuss the credit effects of climate change on P&C insurers and reinsurers.
March 13th 2018 (8.37mins)
In this episode of Moody’s insurance credit podcasts, Associate Managing Director Scott Robinson, Vice President for the life insurance team Bob Garofalo, and Sid Ghosh, vice president for the P&C team, discuss the impact of the new US tax law on US-based insurers and reinsurers. Scott, Bob and Sid will discuss credit effects on each sector of the new law, both positive and negative.