Moody's Talks - Focus on Finance

Steve Tu discusses FedNow, a new US digital payments system, and why it could exacerbate deposit flight risk for banks. Farooq Khan explains the risks of higher interest rates for UK mortgage lenders. Speakers:  Stephen Tu, VP – Senior Credit Officer, Moody’s Investors Service; Farooq Khan, VP – Senior Analyst, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s In...

Moody’s analysts David Burger, Mark Wasden and Neal Epstein explain how differences in structure and asset risk give rise to divergent credit profiles among the three investment vehicles. Speakers: David Burger, VP – Senior Credit Officer, Moody’s Investors Service; Mark Wasden, Senior Vice President, Moody's Investors Service; Neal Epstein, VP – Senior Credit Officer, Moody's Investors Service Ho...

Moody's Marc Pinto talks to Guggenheim Partners Investment Management’s Anne Walsh about big risks – and opportunities – for insurers, asset managers and institutional investors. Speakers:  Marc Pinto, Managing Director, Moody’s Investors Service; Anne Walsh, Chief Investment Officer, Guggenheim Partners Investment Management Host: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Serv...

US life insurers have significant commercial real estate exposure, mitigated by a low share of holdings in office properties and high share of investments in senior investment-grade fixed income. Speakers:  Evelyn Ocas Salazar, AVP-Analyst, Moody’s Investors Service; Manoj Jethani, VP-Senior Credit Officer, Moody’s Investors Service Host: Danielle Reed, VP – Senior Research Writer, Moody’s Investo...

Vladlen Kuznetsov explains why banks in emerging markets are exposed to environmental risks, and Laline Carvalho-Neff discusses global reinsurers' strong first-quarter results. Speakers:  Vladlen Kuznetsov, AVP – Analyst, Moody’s Investors Service; Laline Carvalho-Neff, VP – Senior Analyst, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Myle...

In this episode, we discuss China’s stabilizing property sales and improving funding conditions. Then at 9:00, we look at Chinese insurers’ and banks’ exposure to the country’s property sector. Guests : Kelly Chen from the Corporate Finance Group of Moody’s Investors Service, and Qian Zhu and Yulia Wan from the Financial Institutions Group.   Host and Segment Leads : Tania Hall, Livia Yap and Dani...

Jerome Cheng and Tengfu Li discuss how China’s economic rebound will support residential mortgage-backed securities and a handful of Asia-Pacific banking systems with close ties to the country.   Speakers:  Tengfu Li, AVP – Analyst, Moody’s Investors Service; Jerome Cheng, Associate Managing Director, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Se...

Jill Cetina explains the main risks we are watching for US banks following recent rating actions. Plus, a cross-regional look at how central bank digital currencies could transform payments. Speakers:  Melina Skouridou, VP – Senior Analyst, Moody’s Investors Service; Lucas Viegas, VP – Senior Analyst, Moody’s Investors Service; Vincent Gusdorf, SVP, Moody’s Investors Service; Jill Cetina, Associat...

Moody's analysts discuss high-profile departures from the Net Zero Insurance Alliance, plus increasing GCC bank mergers, and why Japan's largest banks can resist US banking sector stress. Speakers:  Tetsuya Yamamoto, VP – Senior Credit Officer, Moody’s Investors Service; Francesca Paolino, Analyst, Moody’s Investors Service; Brandan Holmes, VP – Senior Credit Officer, Moody’s Investors Service; Ja...

Moody’s analysts discuss accelerating electric vehicle sales’ effects on US auto insurers and auto finance captives, and implications for state fuel taxes.   Speakers:  Matthias Heck, VP – Senior Credit Officer, Moody’s Investors Service; Inna Bodeck, VP – Senior Analyst, Moody’s Investors Service; Jasper Cooper – VP – Senior Credit Officer, Moody’s Investors Service; Ted Hampton, VP – Senior Cred...

Moody’s analysts discuss the rescue of Credit Suisse, and explain why some fintechs have thrived even in adversity. Also, a look at the ongoing effects of the Russia-Ukraine conflict on CIS banks. Speakers:  Michael Rohr, Senior Vice President, Moody’s Investors Service; Dietmar Hornung, Associate Managing Director, Moody’s Investors Service; Vladlen Kuznetsov, AVP – Analyst, Moody’s Investors Ser...

Moody’s analysts discuss recent developments in the US and European banking systems, the implications for monetary policy and potential spillovers to emerging markets across the globe.   Speakers:  Donald Robertson, AMD – Financial Institutions, Moody’s Investors Service; Nick Hill, MD – Financial Institutions, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Inves...

Moody's analysts discuss how emerging markets banks have evolved to compete with new entrants, and explain why fintechs globally are on shakier financial ground.  Speakers:  Stephen Tu, VP – Senior Credit Officer, Moody’s Investors Service; Alexandre Albuquerque, VP – Senior Analyst, Moody’s Investors Service; Petr Paklin, AVP – Analyst, Moody’s Investors Service; Tengfu Li, AVP – Analyst, Moody’s...

We explore this year’s outlook for crypto and digital asset firms, and check in on financial repercussions a year after Russia's seizure of leased aircraft. Speakers:  Benjamin Serra, SVP, Moody’s Investors Service; Mark Wasden, SVP, Moody’s Investors Service; Jayesh Joseph, AVP – Analyst, Moody’s Investors Service; Vincent Gusdorf, SVP, Moody’s Investors Service; Alexandra Aspioti, VP – Senior An...

Helena Kingsley-Tomkins explains what’s behind insurance outlooks in Europe. In Fast Finance: troubles in real estate extend to Vietnam’s banks, and a look at Indian banks’ exposure to Adani Group. Speakers:  Srikanth Vadlamani, VP – Senior Credit Officer, Moody’s Investors Service; Joyce Ong, AVP – Analyst, Moody’s Investors Service; Helena Kingsley-Tomkins, VP – Senior Analyst, Moody’s Investors...

Tomoya Suzuki talks about the digital payments push in Japan, and Rebecca Tan explains why the outlook is brighter for India’s public sector banks. Speakers:  Tomoya Suzuki, VP – Senior Analyst, Moody’s Investors Service; Rebecca Tan, VP – Senior Analyst, Moody’s Investors Service  Hosts: Jun Yang, AVP – Research Writer, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’...

Moody's analysts discuss crypto asset regulation, credit developments at Silvergate Bank and foreign currency fluctuation risks for emerging markets banks and Asia-Pacific financial institutions. Speakers:  Stephen Tu, VP – Senior Credit Officer, Moody’s Investors Service; Sadia Nabi, VP – Senior Analyst, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors S...

Bruno Baretta explains how weak macroeconomic conditions are increasing credit risk for finance companies globally despite a possible profitability boost for some companies from rising interest rates.  Speaker:  Bruno Baretta, AVP – Analyst, Moody’s Investors Service Hosts: Michael Porta, VP – Senior Research Writer, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’s In...

Claims inflation and higher reinsurance costs loom large in the outlook for P&C insurance, while life insurers see enough benefit from higher interest rates to offset economic turbulence, for now. Speakers: Manoj Jethani, VP – Senior Credit Officer, Moody’s Investors Service; Christian Badorff, VP – Senior Credit Officer, Moody’s Investors Service  Hosts: Myles Neligan, VP – Senior Research Writer...

Against an uncertain global economic backdrop, hosts Carolyn Henson and Michael Porta talk to Moody’s analysts Edoardo Calandro, Rita Sahu and Nicholas Zhu about prospects for global banks in 2023. Speakers : Edoardo Calandro, VP – Senior Credit Officer, Moody’s Investors Service; Rita Sahu, VP – Senior Credit Officer, Moody’s Investors Service;  Nicholas Zhu, VP – Senior Credit Officer, Moody’s I...

Jill Cetina and David Fanger explain how this round of quantitative tightening will affect bank funding and capital. Plus, Coinbase faces higher risks, and Twitter’s lenders face markdowns. Speakers: Jill Cetina, Associate Managing Director, Moody’s Investors Service; David Fanger, SVP, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Erin McD...

 Vincent Gusdorf, Fadi Massih and Warren Kornfeld discuss the aftermath of the FTX bankruptcy and explain how crypto finance risks could spill over into traditional financial institutions. Speakers: Vincent Gusdorf, Senior Vice President, DeFi & Digital Assets, Moody’s Investors Service; Fadi Massih, VP – Senior Analyst, Moody’s Investors Service; Warren Kornfeld, Senior Vice President, Moody’s In...

As COP 27 winds down, Shree Khare and Tomoya Suzuki discuss Japan's rising natural catastrophe risks, and Megan Fox and Brandan Holmes explain what's driving banks' and insurers' net zero plans. Speakers: Shree Khare, Vice President of Model Development, RMS; Tomoya Suzuki, VP – Senior Analyst, Moody’s Investors Service; Megan Fox, VP – Senior Analyst, Moody’s Investors Service; Brandan Holmes, VP...

Srikanth Vadlamani explains why Indian banks’ loans will perform well despite rising interest rates, and Eugene Tarzimanov discusses the threat to Asia-Pacific banks from China’s slowing economy. Speakers: Srikanth Vadlamani, VP – Senior Credit Officer, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Wri...

Kelvin Kwok, Mattias Frithiof and Farooq Khan explain the implications of inflation and rising interest rates for Asia-Pacific insurers and Western European and UK banks. Guests: Kelvin Kwok, AVP - Analyst, Moody’s Investors Service; Mattias Frithiof, AVP – Analyst, Moody’s Investors Service; Farooq Khan, VP – Senior Analyst, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Wri...