Fixed Interests podcast

Fixed Interests

Fitch Ratings

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.

209 Episoder

AI & Financial Institutions - Business Disruption Risk
2.11.2026
6:28
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 Property Market Update
27.10.2026
5:44
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.
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Project Finance for Corporates: Rating implications of new structures
21.10.2026
7:34
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.
Leveraged Finance Demand Supportive Despite Bond Price Volatility
21.10.2026
6:10
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.
Japanese Fixed Income Allocation: Evolution, Not Revolution
21.10.2026
4:35
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.
Brazil's Political Shift to the Right
20.10.2026
7:00
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.
Macro Pressure Drives Recent TMT Bankruptcies – Bankruptcy EVs & Creditor Recovery Series
19.10.2026
4:59
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.
UK Potential Growth
13.10.2026
4:37
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.
Life Insurers’ Affiliated Investments
8.10.2026
6:07
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.
APAC Financial Institutions’ Exposure to Private Credit
2.10.2026
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.

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