SEPTEMBER 2022
September 20th 2022 (16.33 mins)
The coronavirus pandemic has changed the way many of us work and live, and that has a huge effect on the real estate sector. In the first segment of this podcast, we discuss the global outlook for the real estate sector, the rising risks and the differences among regions. Then, at 9:07 minutes, we focus on the weaknesses in China’s property sector.
AUGUST 2022
August 16th 2022 (17.07 mins)
Elena Nadtotchi explains what’s driving high energy prices and the positive effect on oil and gas companies’ credit quality. And Laura Perez Martinez and Matthias Hellstern discuss the impact of Europe’s gas crisis on companies and the wider economy.
JULY 2022
July 19th 2022 (16.46 mins)
Frederic Duranson of the corporates team explains why pharmaceutical sector earnings growth will slow over the next 12-18 months. And Michael Levesque talks about the challenge big pharma companies face as patents on blockbuster drugs expire, and why we expect that to spur M&A.
JUNE 2022
June 21st 2022 (15.54 mins)
Matthias Heck explains how the Ukraine crisis is exacerbating existing stress on the global auto industry. And, Mariko Semetko and Gerwin Ho discuss the fast growth of the electrified vehicle market, especially in China and Japan.
MAY 2022
May 17th 2022 (17.40 mins)
In this episode of Moody’s Talks – Behind the Bonds, Emile El Nems of the Corporates team joins host Jeff Pruzan to bring us up to date on how Russia’s ongoing invasion of Ukraine is affecting corporate credit quality worldwide. And Carlos Winzer of the Telecoms team explains why 5G investment will be an evolution rather than a revolution for the sector.
APRIL 2022
April 6th 2022 (15.08 mins)
Marina Albo of the Corporate Finance team explains that most companies’ direct exposure to Russia is low outside the energy sector, but indirect exposure – through energy and commodity costs and access – is widespread. Then Paolo Leschiutta outlines why operating profit growth is slowing for consumer products companies.
MARCH 2022
March 15th 2022 (16.37 mins)
Amid increased cyberattack risk, Marie Fischer-Sabatie and Matt Cahill discuss differences in cyber risk preparedness among hospitals, pharmaceutical companies and medical device manufacturers. Then Farah Zakir does the same for business and consumer service companies, and Jonathan Reid for companies in the chemicals and other basic commodities sectors.
FEBRUARY 2022
February 15th 2022 (17.14 mins)
Paloma San Valentin of the Corporates team discusses the impact of rising inflation on a wide range of global industries. Then, at 10.10 minutes, Emile El Nems takes a closer look at how higher prices are affecting the US building sector.