Podcasts by S

How A 300bp Rise In Inflation And Interest Rates Could Hit Borrowers from 2023-12-13T15:16:24.700421

Take Notes: Electric Vehicles Charging Ahead In European ABS Transactions from 2022-03-07T04:22:08.860946

Rating Evaluation Service from 2021-01-31T22:10:42.023393

S&P Global Ratings' Rating Evaluation Service (RES) is an analytical tool for rated or unrated entities that are considering strategic or financial initiatives that could impact their creditwor...

Fixed Income in 15 – Episode 13 from 2021-01-31T22:10:42.023393

On the latest episode of Fixed Income in 15, our host Joe Cass is joined by S&P Global’s President & CEO Doug Peterson and the Co-Founder of The Carlyle Group David Rubenstein. Doug and Dav...

Leveraged Finance & CLOs Uncovered Podcast: Diving into Root Bidco from 2021-01-31T22:10:42.023393

Series 2, Episode 9: In episode 9, Hina and Sandeep are joined by Paulina Grabowiec, lead analyst in the corporate ratings group to discuss Root Bidco, the parent entity of the specialty crop nutri...

Capital Markets View - October 2020 from 2021-01-31T22:10:42.023393

This month Taron and Chris discuss the balance between high yield and leverage loan issuance, how sponsors still favour the loan market, the outlook for Q4 2020 and Q1/Q2 2021 issuance, the seconda...

Take Notes: The Swedish Covered Bond Market from 2021-01-31T22:10:42.023393

We continue with our look at local covered bond markets, this time in Sweden. Covered bonds analyst Casper Andersen returns with host Tom Schopflocher to provide insights into this relatively young...

Fixed Income in 15 – Episode 12 from 2021-01-31T22:10:42.023393

On this episode of Fixed Income in 15, Joe Cass is joined by Gerard O’Reilly, co-CEO at Dimensional Fund Advisors and S&P Global Ratings Global Head of Research Alexandra Dimitrijevic. Discussi...

Capital Markets View - September 2020 from 2021-01-31T22:10:42.023393

After the summer holidays, Taron and Chris discuss relatively high levels of loan and bond and CLO issuance, with borrower-friendly pricing for all the asset classes, including CLO liabilities. The...

Beyond The Buzz: Climate Change Diplomacy With Christiana Figueres from 2021-01-31T22:10:42.023393

In this episode of Beyond the Buzz, Corinne Bendersky talks with Christiana Figueres about the diplomatic history of climate change negotiations and how COVID-19 may affect climate action going for...

The S&P Pharma Dose - Episode 36: What Bausch RemainCo’s Credit Quality Post-Spinoff Could Look Like from 2021-01-31T22:10:42.023393

In this episode, Ji Liu, primary analyst for Bausch Health, discusses a number of investor questions after Bausch announced its intention to spin off its eye health business unit, specifically rega...

Take Notes: 2020 European Structured Finance Conference Recap: Where Do We Go From Here from 2021-01-31T22:10:42.023393

Head of S&P Global Ratings EMEA Structured Finance Research Andrew South joins host Tom to recap our third annual European Structured Finance Conference. We touch on key takeaways from the conf...

Fixed Income in 15 – Episode 11 from 2021-01-31T22:10:42.023393

Kristina Hooper, Chief Market Strategist at Invesco and Shaun Roache, S&P Global Ratings Chief Economist for APAC joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on ES...

Take Notes: Not-For-Profit Health Care SBPA-Backed VRDOs During COVID-19 from 2021-01-31T22:10:42.023393

Analysts Anne Cosgrove, Alex Gombach, and Santos Souffront join our host Tom to discuss U.S. public finance health care variable-rate demand obligations (VRDOs). We first introduce and detail what ...

Take Notes: U.S. Structured Finance Issuance Volume Picks Up The Pace from 2021-01-31T22:10:42.023393

Our hosts Tom Schopflocher and James Manzi give an update on U.S. structured finance issuance. Issuance returned to form in September, reaching $54 billion, the highest monthly total so far in the ...

Leveraged Finance & CLOs Uncovered Podcast: What Are The Strength & Weaknesses of Allnex? from 2021-01-31T22:10:42.023393

Series 2, Episode 8: In episode 8, Hina and Sandeep are joined by Wen Li, analyst in the corporate ratings group at S&P to discuss Allnex, the Germany-headquartered chemicals company, and a pop...

Take Notes: The German Covered Bond Market from 2021-01-31T22:10:42.023393

Host Tom Schopflocher talks to credit analyst Casper Andersen about the current state of German covered bonds, or Pfandbriefe. Germany has the second-largest covered bond market and the largest eur...

Beyond The Buzz: The Geopolitics Of Water from 2021-01-31T22:10:42.023393

In the second episode of Beyond the Buzz, we delve into the topic of water – often referred to as “blue gold.” With water disputes on the rise, the World Economic Forum ranks water scarcity as more...

The Upgrade Episode 4: A focus on the Serta Simmons loan restructuring with lenders and how that impacted CLO collateral from 2021-01-31T22:10:42.023393

The U.S. Leveraged Finance and Recovery team is producing a monthly podcast series entitled “The Upgrade.” This series focuses on leveraged finance issuers that have upward rating potential, provid...

The S&P Pharma Dose - Episode 35 - Regeneron Pharmaceuticals: Steady Growth vs. Heavy Product Concentration from 2021-01-31T22:10:42.023393

S&P Global Ratings' senior pharma analyst, Ji Liu, discusses the puts and takes for our new Regeneron Pharmaceuticals ratings.

Fixed Income in 15 – Episode 9 from 2021-01-31T22:10:42.023393

“It was one of the worst markets we’ve ever seen” - Deputy CIO at DoubleLine Jeffrey Sherman joined Joe Cass and Sudeep Kesh on Fixed Income in 15 to discuss Central Bank actions, fallen angel cred...

RES: Portfolio Acquisition from 2021-01-31T22:10:42.023393

If you are looking to sell or acquire a portfolio of consumer or commercial assets, but you want to understand the cost of funding associated with such a sale or acquisition for a potential securit...

Take Notes: Revised Global 2020 Structured Finance Issuance Forecasts from 2021-01-31T22:10:42.023393

In our first episode back, hosts Tom Schopflocher and James Manzi discuss how COVID-19 has hampered structured finance issuance levels across the globe, leading us to trim our 2020 forecast by a qu...

The Leading Edge Of Infrastructure: Midstream Energy Mid-Year Update from 2021-01-31T22:10:42.023393

In this episode, the Energy Infrastructure Team discusses where midstream energy companies could be headed with second quarter earnings season upon us. We discuss our latest views on issuers includ...

Leveraged Finance & CLOs Uncovered Podcast: An In-depth Analysis on AutoScout24 from 2021-01-31T22:10:42.023393

In episode 7, Hina and Sandeep are joined by Natalia Goncharova – a lead analyst in the corporate ratings team -- to discuss the key rating drivers behind AutoScout24, one of the leading car classi...

Capital Markets View - July 2020 from 2021-01-31T22:10:42.023393

This month Taron and Chris talk together about relatively strong issuance figures in the leveraged bond and loan market for both Europe and the US, tightening pricing, the strength of cross-border ...

Leveraged Finance & CLOs Uncovered Vue International Bidco plc, Series 2 Episode 6 from 2021-01-31T22:10:42.023393

Leveraged Finance & CLOs Uncovered: Vue International Bidco plc Series 2: Episode 6 When did you last watch a film at the cinema? Well, in today’s episode, Hina and Sandeep are joined by Alexan...

The Power Of Stakeholder Pressure: How Companies Are Responding To Systemic Racism from 2021-01-31T22:10:42.023393

In our inaugural episode, co-hosts Corinne Bendersky and Mike Ferguson discuss the Black Lives Matter movement and how it’s translating into calls for greater racial equity in the workplace.S&P...

Leveraged Finance & CLOs Uncovered Podcast: Covid-19 and its effects on the Global Economy and Corporate Sectors from 2021-01-31T22:10:42.023393

Series 2, Episode 5: Leveraged Finance & CLOs Uncovered: Covid-19 and its effects on the Global Economy and Corporate Sectors We’re back and we’ve upgraded! After an extended break since March,...

Cracking & Fracking - Episode 10 from 2021-01-31T22:10:42.023393

On this episode of Cracking & Fracking, our guest Paul O’Donnell discusses the E&P revolving credit facility borrowing based, spring redeterminations that were just completed for E&P co...

Global Credit Conditions: July 2020 from 2021-01-31T22:10:42.023393

Credit damage. The COVID-led recession will likely weigh on credit metrics well into 2023 from the combination of lost output and increased debt burdens, threatening corporate solvency. A different...

The Upgrade Episode 3: Examining retailer BJ's Wholesale Club Holdings Upgrade, CLO investor exposures from 2021-01-31T22:10:42.023393

The U.S. Leveraged Finance and Recovery team is producing a monthly podcast series entitled “The Upgrade.” This series focuses on leveraged finance issuers that have upward rating potential, provid...

COVID-19 Heat Map: Post-Crisis Credit Recovery Could Take To 2022 And Beyond For Some Sectors from 2021-01-31T22:10:42.023393

The credit downturn caused by COVID-19 has been abrupt and severe, with a tremendous variance of impact across different corporate sectors. Even though the health effects of the pandemic may dissip...

The Federal Reserve Performs A Rebalancing Act To Ease Conditions from 2021-01-31T22:10:42.023393