Morningstar DBRS

Clarity in Credit

Business EN ↓ 12 episodes

Join experts from Morningstar DBRS in conversations that go beyond the credit ratings and features in-depth analysis of the latest research, current events, and key credit considerations facing sovereigns, financial institutions, and corporations.

Author

Morningstar DBRS

Episodes

Game of Thrones in Italy, All Eyes on Siena 16.06.2026 14:50

In the latest episode of our “Clarity in Credit” podcast series, Marcos Alvarez, Managing Director of Global Financial Institution Ratings, is joined by Nicola De Caro and Arnaud Journois from the European Financial Institution Ratings team as well as Mario De Cicco from the Global Insurance & Pension Ratings team to discuss the rapidly evolving consolidation landscape in the Italian banking secto...

Middle East Conflict and the Uneven Effects on Energy in Asia 18.05.2026 10:36

In the latest episode of our Clarity in Credit podcast series, Eric Chan, Vice President of Global Non-Bank Financial Institutions, and Marcos Alvarez, Managing Director of Global Financial Institution Ratings, discuss the impact of the conflict in the Middle East on Asian sovereigns with Rohini Malkani, Senior Vice President of Global Sovereign Ratings. The escalation in the Middle East has expo...

A Credit Perspective on Middle Market Corporate Borrowers 28.04.2026 9:22

In the latest episode of our “Clarity in Credit” podcast series, Aarti Magan, Senior Vice President, Corporate Ratings and Jason Graffam, Senior Vice President, Sector Lead, Global Sovereign Ratings, discuss Middle Market Corporate Borrowers with Michael Dimler, Senior Vice President, Private Corporate Credit. The health of private credit has become a hot button topic for investors. In this epis...

From Hub to Hazard - War in Iran and the Shifting Map of Middle East Aviation and Sovereigns 19.03.2026 9:35

In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Eric Chan, Vice President of Global Non-Bank Financial Institutions, discuss the repercussions of the war in Iran on sovereigns and airlines with Adriana Alvarado, Senior Vice President of Global Financial Institution and Sovereign Ratings and Rohit...

BDC Turbulence: Diverging Credit Implications 18.02.2026 10:10

In the latest episode of our “Clarity in Credit” podcast series, Chloe Blais, Vice President, European Corporate Ratings, Diversified Industries & Energy, and Eric Chan, Vice President, Global Non-Bank Financial Institutions, discuss business development companies (BDCs) with Watson Tanlamai, Vice President, Global Non-Bank Financial Institutions. The story of private credit has been years in the...

Venezuela - What’s Next for the Oil Industry? 20.01.2026 10:15

In the latest episode of our “Clarity in Credit” podcast series, Jason Graffam, Senior Vice President, Sector Lead of Global Sovereign Ratings and Chloe Blais, Vice President of European Corporate Ratings, Diversified Industries & Energy, are joined by Andrew O'Conor, Senior Vice President of Energy & Natural Resources Ratings to discuss the impact U.S. involvement in Venezuelan politics on the gl...

European Banks 2026 Outlook 17.12.2025 13:59

In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President, Sector Lead, Global Sovereign Ratings are joined by Sonja Forster, Senior Vice President, European Financial Institution Ratings to discuss the European banking sector. The results for European banks over the la...

Power Hungry -- North American Utilities Invest for AI Boom 24.11.2025 11:50

In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Chloe Blais, Vice President of European Corporate Ratings, Diversified Industries & Energy, are joined by Bukola Folashakin, Assistant Vice President of Energy & Natural Resources Ratings to discuss data centers. With more data centers becoming oper...

'Carte Blanche' Comes Due – Fiscal Costs to Political Gridlock in France 20.10.2025 15:16

In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President of Global Sovereign & Financial Institution Ratings, joined Mehdi Fadli, Senior Vice President and Sector Lead of Global Sovereign Ratings to discuss developments regarding the Republic of France. Government in...

Crypto & Stablecoins: Reshaping Banks and Corporates 29.09.2025 10:47

In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Chloe Blais, Vice President of European Corporate Ratings, Diversified Industries & Energy, are joined by Maureen Levelis, Vice President of North American Financial Institution Ratings and Scott Rattee, Senior Vice President and Sector Lead of Corp...

Fire and Floods - Climate Change and the Insurance Industry 21.07.2025 12:17

In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President of Global Sovereign & Financial Institution Ratings, are joined by Marcos Alvarez, Managing Director of Global Financial Institution Ratings to discuss climate change and the insurance industry. Natural disasters...

Need More Ammo – How the European Corporate Defence Sector Faces Challenges, but Ultimately Benefits 16.06.2025 10:39

In the first episode of the Morningstar DBRS “Clarity in Credit” podcast, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President of Global Sovereign & Financial Institution Ratings, are joined by Chloe Blais, Vice President of European Corporate Ratings, to discuss the European defense sector. European Union defense spending is ex...