Episodes
202
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.
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.
How exposed are APAC banks and insurers to private credit? Helen Wong speaks with Tania Gold and Jeff Liew about direct and indirect risks, portfolio trends, rating implications, and why private credit remains an asset class to watch closely.
Fitch Ratings senior directors Manuel Arrive and Brian Schneider share their 2027 global reinsurance outlook and Monte Carlo Summit takeaways, covering softening pricing, alternative capital, AI & data center risks, profitability and market trends.
Fixed Interests explores U.S. and European bank performance in 2026. Cynthia Chan, Olivia Perney, and Julie Solar discuss profitability, diverging outlooks, RWA density gaps, and how Basel III reforms could reshape regional banking.
Fitch's Deborah Murnin and Wunmi Adekanmbi explore how AI may impact media subsectors. While AI isn't expected to drive negative rating actions near term, it adds uncertainty.
Fixed Interests examines Fitch's approach to rating financial guarantors in EMEA. Sabine Bauer and Inal Kishmariya discuss this niche insurance sector and key rating drivers: diversification, governance, capital adequacy and shareholder support.
Alex Muscatelli from Fitch Ratings joins Aymeric Poizot to unpack a risk scenario on a major AI equity and CapEx correction: 35% share price plunge, US recession, global stagnation, and rate cuts. Not Fitch's base case, but a key risk worth watching.
Explore how the Middle East crisis and rising jet fuel prices are hitting EMEA airlines. Fitch analyst Raman Singla joins Andrei Sandu to discuss Q2 profit declines, why low-cost carriers face greater risk, and the outlook if the conflict drags on.
With long-dated yields at multi-decade highs across major markets, Fitch's Ed Parker examines the fiscal, inflation and supply forces at play, and which sovereigns face the greatest rating risk as debt burdens climb and refinancing costs rise.
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Matt East
Sean Smith, Mike Mella, & Amanda Lutz
Payments Consulting Network
Phil McKinney
