Moody’s Talks – Behind the Bonds – Détails, épisodes et analyse

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Moody’s Talks – Behind the Bonds

Moody's Investors Service

Business & Entrepreneuriat

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Fréquence : 1 épisode/30j. Total Éps: 44

On Moody’s Talks - Behind the Bonds, hosts Tania Hall and Jeff Pruzan join analysts from Moody’s corporate finance group worldwide to discuss the market forces shaping credit across industries - from airlines to telecoms and everything in between. These forces include the uneven recovery from the coronavirus pandemic, digital transformation, cyber risk, climate-change imperatives and much more. Please join us as we connect the dots on corporate credit quality.

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Private Credit set for major growth and new investor types

Saison 2 · Épisode 12

mardi 11 février 2025 • Durée 13:38

Moody’s first Private Credit Outlook predicts that this market will double by 2028 to more than $3 trillion of assets under management. Private credit should benefit from more volatile market conditions and from innovation which is attracting new kinds of customer but also generating new risks.

Later in the episode, we look in depth at the surge in retail investor involvement in private credit.

Guests: Marc Pinto, Managing Director, Corporate Finance Group, Moody’s Ratings; Christina Padgett, Associate Managing Director, Corporate Finance Group, Moody’s Ratings; and Alexandra Aspioti, Senior Analyst, Corporate Finance Group, Moody’s Ratings

Host: Tania Hall, Senior Research Writer, Moody’s Ratings

To read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).

Related research:

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Corporate outlooks for 2025 are now all stable as economic picture normalises

Saison 2 · Épisode 11

mardi 10 décembre 2024 • Durée 20:22

The outlooks for corporates in North America, Latin America, China, Asia-Pacific and EMEA are now all stable. We discuss the drivers shaping those outlooks and the similarities and differences across regions. Then we’re taking a deeper dive into the improving credit fundamentals for global leveraged finance next year as interest rates decline and defaults ease.

Guests: Paloma San Valentin, Managing Director - North America Corporate Finance , Moody’s Ratings and Jeanine Arnold, Senior Vice President – Senior Analyst – Corporate Finance Group, Moody’s Ratings

Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s Ratings

To read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).

Related research:

Artificial intelligence has potential to transform many types of companies

Saison 2 · Épisode 2

mardi 20 février 2024 • Durée 14:33

Artificial Intelligence or AI is predicted to have a profound impact on many areas of business. In this episode of Behind the Bonds we assess where AI innovation is already showing significant potential. Which industries can expect to see improved productivity and what are the potential timelines for any positive impact on credit quality? We also discuss the disruptive potential of these new technologies and the risks to jobs.

Later in the episode our colleagues look in more depth at the media, where AI’s potential is presenting opportunities and generating both opposition and collaboration from content creators.

Guests: Francesco Bozzano, Vice President – Senior Analyst, Global Corporate Finance Group and Agustin Alberti, Vice President – Senior Analyst, Global Corporate Finance Group.

Host: Tania Hall, Senior Vice President – Senior Research Writer, Moody’s Investors Service.

To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)

Related Research:

Regional Credit Outlooks for 2024

Saison 2 · Épisode 1

mardi 16 janvier 2024 • Durée 19:30

In 2024 we see an uneven picture for companies across the globe. For those in North America and Asia-Pacific, excluding China, the credit outlook is stable. But in Europe, the Middle East and Africa, and Latin America the outlook is negative. Driving this testing global environment are higher for longer interest rates which are raising the cost of borrowing and re-financing. This is a particular challenge for speculative-grade companies. Higher rates are also weighing on consumer demand in some sectors, particularly real estate.

Later in the episode at 11.30mins, our colleagues in Hong Kong take a closer look at prospects for companies in China, in recent decades the driver of the global economy, but facing a negative credit outlook for 2024.

Guests: Myriam Durand, Managing Director, Global Corporate Finance Group and Gloria Tsuen, Vice President, Senior Credit Officer, Global Corporate Finance Group.

Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s Investors Service.  

To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)

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Global Outlook Segment

Refinancing needs will intensify over the next three years, spurring issuance and defaults

Saison 1 · Épisode 29

mardi 12 décembre 2023 • Durée 09:50

This year has been a very weak one for leveraged finance deals as aggressive global monetary tightening hit markets. In this episode we explain why we see a gradual improvement in 2024, with refinancings driving new issuance in the US and EMEA.

Guests: Chris Padgett, Associate Managing Director of North America Leveraged Finance Research and Jeanine Arnold, Senior Vice President of Leveraged Finance, EMEA.

Host: Tania Hall, Senior Vice President – Senior Research Writer, Moody’s Investors Service.

To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)

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2024 Outlook – Growing refinancing needs, higher-quality LBOs, will drive new issuance

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Retailers look past inflation fatigue and high inventories, while conditions worsen for seaborne shipping

Saison 1 · Épisode 28

mardi 21 novembre 2023 • Durée 15:37

Retailers in North America and Europe are looking forward to another bustling holiday shopping season—but consumers may not be as eager this year as stores have hoped amid fairly high inflation, even with a strong labor market. Will 2024 get any better for retailers and makers of apparel? Later we look at the global transport sector—where container shipping continues to struggle, even while other modes of transportation look for improved earnings in 2024.

Guests: Christina Boni, Senior Vice President; Mickey Chadha, Vice President-Senior Credit Officer; and Daniel Harlid, Vice President-Senior Credit Officer, all from the Corporate Finance Group of Moody’s Investors Service.

Host: Tania Hall, Senior Vice President – Senior Research Writer, Moody’s Investors Service.

To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)

Related Research:

Private lenders pile up cash, compete for LBOs, driving up risk

Saison 1 · Épisode 27

mardi 17 octobre 2023 • Durée 17:33

Private credit lenders built stores of capital that we expect will be put to work competing with banks to fund a new wave of leveraged buyouts. In the first segment of this episode, we discuss LBO competition and the risks it poses. Later, our guest lays out the concentration of private credit among a handful of giant asset managers building their own, largely self-contained lending ecosystems.

Guests: Christina Padgett, Associate Managing Director and Sandra Veseli, Managing Director, both from Moody’s Investors Service’s Corporate Finance Group; and Rory Callagy, Associate Managing Director, with Moody’s Financial Institutions Group.

Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s Investors Service.

To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)

Links:

Private Credit – Global: Syndicated and private lenders will spar as LBOs revive, upping systemic risk

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Global information technology outlook remains stable; EU Chips Act will help semiconductor sector

Saison 1 · Épisode 26

mercredi 20 septembre 2023 • Durée 16:11

Big technology companies have been on a wild ride over the past few years, with the pandemic-driven boom followed by an inevitable hangover as economic uncertainty loomed. In the first segment of this episode, we examine the outlook for the global diversified information technology sector over the next 12-18 months. Then at 10.02 we discuss how the European Chips Act will help the region’s semiconductor manufacturers in the face of stiff competition from other parts of the world.

Guests: Raj Joshi Senior Vice President and Dirk Goedde Vice President-Senior Analyst - Corporate Finance Group, Moody’s Investors Service.

Host: Tania Hall Senior Vice President – Corporate Finance Group, Moody’s Investors Service.

To read more on this topic, visit The Big Picture page on Moodys.com (some content only available to registered users or subscribers).

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Blue skies ahead for airports and airlines as tourists take off

Saison 1 · Épisode 25

mardi 15 août 2023 • Durée 22:23

Airlines and airports are benefitting from booming demand from leisure travellers as people take to the skies for a well-deserved summer holiday. In the first segment of this episode, we look at what’s driving strong passenger traffic volumes at US and European airports and what operational challenges lie ahead. And then we explore the tailwinds keeping our outlook for the global airline industry positive for the next 12-18 months.

Guests: Earl Heffintrayer, Vice President and Joanna Fic, Senior Vice President, both from Moody’s Investors Service’s Public Project and Infrastructure Finance Group; and Jonathan Root, Senior Vice President, Corporate Finance Group.

Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s Investors Service.

To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)

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China’s soft economic recovery raises contingent liability risks from LGFVs

Saison 1 · Épisode 24

jeudi 27 juillet 2023 • Durée 19:41

Moody’s analysts discuss the economic and credit outlook for China, including the role of local government financing vehicles (LGFVs) and their debt burdens, and the latest on the property sector.

Speakers: Lillian Li, VP-Senior Credit Officer, Moody’s Investors Service; Jessie Tung, VP-Senior Credit Officer, Moody’s Investors Service

Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

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Moody’s Talks – Behind the Bonds – Détails, épisodes et analyse

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