Episodes
208
Latest episode
Oct 2026
Language
EN
From Fitch Ratings, Fixed Interests unpacks the credit stories driving global markets. Join us for sharp, jargon-free conversations on macroeconomics, sovereigns, corporates, infrastructure, financial institutions, and emerging markets, giving you the context behind the credit trends that matter most.
Hybrid infrastructure credits are reshaping project finance. Marjan van der Weijden and Scott Zuchorski explain what’s driving the shift, the risks investors should watch and how Fitch assesses these increasingly complex structures.
How much could AI disrupt financial institutions? Fitch Ratings’ Robert Mazzuoli examines the risks for banks, wealth managers, and insurers, and explains why some business models may be more vulnerable than others.
China’s new property rules could reshape homebuilding. Fitch Ratings’ Lulu Shi explains how longer cash collection cycles, tighter escrow management and changing supply could affect developers and credit.
How are project finance structures reshaping corporate credit analysis? Aymeric Poizot and Yee Man Chin examine joint venture structures, AI data center financing, structural subordination, and their implications for ratings and credit risk.
Investor demand remains strong, but risks are building. Hear Fitch Ratings experts discuss what's supporting European leveraged finance, why investors are becoming more selective, and what rising defaults could mean for the market's outlook.
Japan’s institutions are among the world’s largest fixed-income investors. Helen Wong speaks with Monsur Hussain about rising Japanese bond yields, shifting allocations, foreign credit and private markets, and implications for global market.
How could Brazil’s election reshape its economy and credit outlook? Todd Martinez and Richard Francis discuss the runoff, fiscal challenges, growth prospects, and what a Bolsonaro victory could mean for debt, markets, and ratings.
How do telecom, media, and technology bankruptcies affect creditor recoveries? Terry Gallagher and Josh Clark discuss declining first-lien recoveries, repeat restructurings, valuation pressures, and the factors driving outcomes across the TMT sector.
How much can the UK economy grow over the next five years? Aymeric Poizot speaks with Jessica Hinds about the factors shaping the UK's growth potential, from investment and productivity to demographics and AI's potential impact.
As life insurers expand their relationships with affiliated alternative investment managers, what are the credit implications? Deborah Murnin, Jamie Tucker, and Zach Shutts discuss governance, liquidity, transparency, and investment risk.
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Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Statera Asset Management
Tom Haugh
Brian Rose
