Monte Carlo Takeaways

30.9.2026

Fixed Interests

0:00

4:42

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.

Weitere Episoden von „Fixed Interests“

APAC Financial Institutions’ Exposure to Private Credit
vor 15 Stunden
5:54
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.
Monte Carlo Takeaways
vor 2 Tagen
4:42
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.
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US vs. European Banks: Profitability Trends and the RWA Density Gap
29.9.2026
5:01
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.
Media & AI: Who's Protected, Who's Exposed?
24.9.2026
4:40
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.
EMEA Financial Guarantors Key Rating Considerations
21.9.2026
5:45
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.
Macro impacts of a potential AI equity and CapEx correction
15.9.2026
7:19
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.
Up in the Air: EMEA Airlines Confronting Higher Fuel Prices
10.9.2026
3:56
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.
Long-Dated Yields and the Fiscal Squeeze on Sovereigns
10.9.2026
6:25
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.
U.S. and EMEA Corporate Distressed & Default Monitor
4.9.2026
4:41
Transatlantic view of leveraged finance from Fitch Ratings. Terry Gallagher, Brendan Hoelmer and Leonie Dackham explore the macro backdrop, refinancing waves and rising default forecasts across US and European loan and high-yield markets into Q3
The Connective Tissue: How Ratings Drive Global Capital
2.9.2026
4:54
Scott Zuchorski and Monsur Hussain follow the money, exploring how insurers, pension funds, sovereign wealth funds, and family offices are financing infrastructure, and why credit ratings are the connective tissue driving global capital flows.

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Monte Carlo Takeaways

Fixed Interests

Weitere Episoden von „Fixed Interests“

APAC Financial Institutions’ Exposure to Private Credit

Monte Carlo Takeaways

US vs. European Banks: Profitability Trends and the RWA Density Gap

Media & AI: Who's Protected, Who's Exposed?

EMEA Financial Guarantors Key Rating Considerations

Macro impacts of a potential AI equity and CapEx correction

Up in the Air: EMEA Airlines Confronting Higher Fuel Prices

Long-Dated Yields and the Fiscal Squeeze on Sovereigns

U.S. and EMEA Corporate Distressed & Default Monitor

The Connective Tissue: How Ratings Drive Global Capital