Look Forward

In this episode of the Look Forward podcast, host Naki Mendoza speaks with Daniel Yergin, vice chair of S&P Global Energy, founder and chair of CERAWeek, and Pulitzer Prize-winning author of The Prize , The Quest , and The New Map . Together, they examine a volatile moment for global energy, shaped by conflict in the Middle East, the Strait of Hormuz disruption, shifting supply chains, and renewed...

In this episode of Partner Perspectives, a special miniseries within the  Look Forward  podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed income markets. Drawing on S&P Global and Vanguard 's joint research,  Partner Perspectives: Unlocking Potential Ahead ,  the conversation examines how geopolitical disruption, technological innovation, and  new marke...

In this episode of Partner Perspectives, a special miniseries within the  Look Forward  podcast, the conversation explores one of the most foundational yet rapidly evolving forces in modern investing: indexing. Drawing on S&P Global and Vanguard 's joint research ,  Partner Perspectives: Unlocking Potential Ahead ,  th is episode examines how market concentration, changing corporate leadership, an...

In this premiere episode of Partner Perspectives, a special miniseries within the  Look Forward  podcast, host Molly Mintz examines how private markets are reshaping capital formation, portfolio construction, and long-term investment strategy. Drawing on S&P Global and Vanguard 's joint research ,  Partner Perspectives: Unlocking Potential Ahead ,  th is conversation explores why companies are sta...

In this episode of the  Look Forward podcast , host  Aries Poon  is joined by  Carlos Pascual, Head of Geopolitics and International Affairs at S&P Global's Energy Division , to examine the Middle East conflict through a wider geopolitical lens. Drawing on decades of experience in diplomacy, energy security, and international affairs, Carlos explains why this crisis matters far beyond the region.

In this episode of Look Forward, host Aries Poon discusses the macroeconomic implications of the Middle East conflict with Paul Gruenwald, Global Chief Economist at S&P Global Ratings. Paul explains how the crisis has evolved through three stages, flow shock, supply shock, and market shock—with the current focus on physical shortages and depleted buffer stocks, especially in energy-importing count...

Energy has moved back to the center of corporate strategy and public policy—and  AI is a major reason why . In this episode of the  Look Forward Podcast  from S&P Global, host  Aries Poon  is joined by S&P Global experts  Aneesh Prabhu ,  Ashutosh Singh , and  Raoul LeBlanc to discuss the fast-changing energy reality now confronting utilities, investors, and governments. Related Research: Look For...

The European Central Bank has entered the preparation phase for a digital euro —and political momentum is building toward a potential launch before 2030. In this episode, host Aries is joined by Cihan Duran (Ratings) and Shuchita Shukla (Market Intelligence) to break down what the digital euro is (and isn't), why EU policymakers are prioritizing it now, and what it could mean for payments, consume...

In this episode of the Look Forward Podcast from S&P Global, host Aries Poon speaks with Natznet Tesfay, Global Head of Analysis at S&P Global Market Intelligence, about how technology is becoming the decisive game changer in geopolitics as we approach 2026. They explore why geopolitics has shifted from sporadic shocks to a constant operating condition, and how traditional stabilizers like frictio...

AI is everywhere in the headlines—but what does it actually mean for jobs? In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by Sophie Malin (Principal Economist, Global Labor Markets) and Pollyanna De Lima (Economics Associate Director, Purchasing Managers' Index/PMI) to separate hype from real-world labor market signals.   The conversation starts with a cruci...

The exponential expansion of global AI investment looks set to continue at scale in 2026 , w ith h yperscalers on track to spend $625 billion in aggregate data center capex by year- end . T he boom is also lift ing players that supply the ecosystem , with near-term demand outstripping the supply of new data center capacity an d corresponding investments materially boosting growth in the broader U....

In this early-2026 market check-in, host Andy Critchlow (S&P Global Energy) sits down with Jim Burkhard (Head of Crude Oil Analytics and Research) to unpack a turbulent start to the year for oil prices—driven by geopolitics and real-world supply disruptions. They examine three major forces shaping markets: uncertainty around Iran, shifting expectations for Venezuelan heavy crude exports and potent...

Amid geopolitical friction, economic uncertainty, and rapid technological disruption, the World Economic Forum's Annual Meeting in Davos convenes global leaders around a "spirit of dialogue." In this episode of the Look Forward Podcast, host Molly sits down with S&P Global Ratings Chief Global Economist Paul Gruenwald and S&P Global Energy Chief Strategist Atul Arya, fresh to Switzerland , to unpa...

As 2025 draws to a close, Andy Critchlow is joined by co-hosts Molly Mintz and Aries Poon to reflect on the Look Forward Podcast's 2025 conversations . From the persistence of inflation and the evolving role of central banks , to the rise of private credit and the profound impact of AI-driven data center investment, we dive into the macroeconomic, geopolitical, and sectoral shifts transforming glo...

In this episode of the Look Forward Podcast, host Aries Poon is joined by Thea Fourie from S&P Global's Market Intelligence Division to explore three pivotal trends shaping the global payment landscape in 2026. They delve into the interoperability of domestic payment systems, the rise of BRICS alternatives to international payment frameworks, and the increasing adoption of stablecoins, particularl...

In this episode of the Look Forward Podcast, host Molly Mintz reconnects with the audience as she dives deep into the critical role of data centers in the evolving landscape of artificial intelligence. Joined by experts Kelly Morgan and Brian Partridge from S&P Global's 451 Research and authors from our latest Look Forward Report, "Navigating the US data center power crunch: On-site solutions offe...

In this episode of the Look Forward Podcast, our new rotating host Molly Mintz makes her debut to explore the dynamic landscape of Africa's economy with authors from out latest Look Forward Journal "Look Forward: Unlocking Africa" and S&P Global Rating's experts Roberto Sifron-Arevalo, Samira Mensah, and Elijah Oliveros Rosen. Discover how Africa's abundant natural resources and youthful demograph...

In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsey Hall, Global Head of Thought Leadership at Sustainable One, and Eklavya Gupte, Head of Carbon News Reporting at S&P Global Commodity Insights. Together, they delve into the critical discussions surrounding COP 30, the "Davos of climate change." With the conference taking place in Brazil, the episode explores key...

In this episode of the Look Forward Podcast from S&P Global, host Andy Critchlow delves into the complex landscape of decarbonizing the aviation sector. Joined by experts Roman Kramarchuk and Ina Clarita from S&P Global Commodity Insights, the discussion highlights the critical challenges of reducing carbon emissions in aviation, including the rising demand for sustainable aviation fuels (SAF) and...

In this episode, host Andy Critchlow, Head of News at S&P Global Commodity Insights, is joined by Paul Gruenwald, Chief Economist at S&P Global Ratings. Together, they unpack the key takeaways from the recent IMF meetings, exploring themes of economic resilience amid tariff uncertainties, the shifting dynamics of global trade, and the implications of AI on future growth.

In this insightful episode of the Look Forward Podcast, Andy Critchlow sits down with Nathan Stovall, Director of FIG Research at S&P Global Market Intelligence and host of the Street Talk Podcast, to discuss the intricate dynamics of today's economy and the lessons learned from past financial crises. They delve into the historical parallels with the 1929 crash, the implications of private lending...

In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Professor Anoush Eteshami, a leading expert on Iranian affairs, to discuss the complex and evolving landscape of Iran. As the nation grapples with significant internal and external challenges, including economic turmoil and geopolitical tensions, the conversation delves into the implications of these factors on Iran's future...

In this exciting episode of the Look Forward Podcast, host Andy Critchlow welcomes S&P Global's own Srineel Jalagani, who is at the forefront of exploring the burgeoning space economy. Tune in to hear about the potential for human colonization of Mars, the role of private companies like SpaceX, and the future of the space economy, projected to soar from $650 billion to $1.8 trillion by 2035. This...

In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Charles Chang, the Greater China Country lead at S&P Global Ratings, to discuss the transformative trends in China's global trade and investment strategy. As Chinese firms increasingly pivot towards the Global South, with exports to these emerging markets surpassing those to the US and Western Europe, we explore the implicat...

In this episode of the Look Forward Podcast, host Andy Critchlow is join by Stephen Smith of the American Academy of Actuaries to explore the intricate relationship between the AAA and the National Association of Insurance Commissioners (NAIC), and the modeling techniques used to assess risk in the actuarial landscape and how the industry is preparing for future challenges. For more content, pleas...