Moody's Talks - Focus on Finance

By Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson

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Description

Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service..

Episode Date
Credit Risk Transfers a Net Positive for European and US banks, For Now
Jul 09, 2025
Traditional Banks Gear Up for Digital Future
Apr 09, 2025
The Outlook for Banking Systems Amid Trade Tensions, Economic Risks
Mar 26, 2025
The Forces Driving Web3 Adoption
Feb 19, 2025
Banks Brace for Emerging Tech Risks
Feb 05, 2025
Digital finance growth on tap in 2025; cyber risk will rise in year ahead
Jan 22, 2025
Finance companies will benefit from steady economic activity, easing inflation in 2025
Jan 15, 2025
Factors behind the stable 2025 outlooks for global life and P&C insurance
Jan 08, 2025
Why our 2025 outlook for China’s financial institutions is negative
Dec 18, 2024
Global banking outlook is stable on solid economic growth, monetary policy easing
Dec 11, 2024
Blockchain connectivity advancements spur growth of DeFi and tokenization use cases
Nov 20, 2024
Bank funding of private credit grows in rapid step with sector capital-raising
Oct 23, 2024
Using blockchain to help anyone move money anywhere, fast and cheaply
Oct 09, 2024
Banks and insurers in Europe and Asia-Pacific face rising commercial real estate risks
Sep 26, 2024
Alternative data and AI power real-time earnings and macroeconomic estimates
Sep 11, 2024
Global reinsurance outlook turns positive on favorable risk/return dynamics
Sep 04, 2024
Muni loans and bonds at the cutting edge of financial technology
Aug 28, 2024
Moody’s insurance conferences throw spotlight on interest rates, inflation
Aug 22, 2024
Dubai’s new regulator for virtual assets aims for order in digital finance
Jul 24, 2024
US banks and life insurers face commercial real estate risks
Jul 17, 2024
Blockchain, unchained: Institutional adoption is a leading indicator of blockchain expansion
Jun 26, 2024
Insurers’ allocations to private credit will grow in all regions
Jun 19, 2024
Japan’s regional banks face rate rises; India’s non-bank finance companies see loan growth
Jun 05, 2024
Credit-risk transfer transactions’ prominence grows as regulations evolve
May 31, 2024
Deepfakes pose real credit risk to corporations, financial institutions and governments
May 29, 2024
Shift to T+1 settlement has near-term risks, long-term benefits for US securities sector
May 22, 2024
As individual investors drive growth in private markets, risks also rise
May 15, 2024
US homeowners insurers raise prices as inflation and weather-related losses take a toll
May 08, 2024
Tokenization is bridging traditional and digital finance
Apr 24, 2024
Green finance takes on greenwashing
Apr 17, 2024
Basel Endgame will smooth real estate cycles, create opportunities for non-bank lenders
Apr 10, 2024
Banks and financial regulators work to stay ahead of rising cyber threats
Apr 03, 2024
Outlook negative for US banks, deteriorating in Europe, mixed in Asia
Mar 28, 2024
Fast Finance: Klarna’s rapid AI boost bodes well for other banks
Mar 20, 2024
As growth of private credit in Europe picks up, so does competition from banks
Mar 13, 2024
Convective storms batter US P&C Insurers
Feb 28, 2024
AI's transformation of banking; plus, FHLBank reforms, fallout from Evergrande liquidation
Feb 07, 2024
Digital finance slowly advances towards interoperability and standardization
Jan 24, 2024
Global outlook for non-bank finance companies negative on continued asset quality strains and weak profitability
Jan 17, 2024
Global P&C insurance outlook is negative, global life insurance outlook is stable
Jan 10, 2024
Physical climate risks cloud insurers' risk management; enhanced climate disclosures benefit banks
Dec 14, 2023
Banks will feel the squeeze from tight financial conditions, slowing economies in 2024
Dec 06, 2023
China’s aging population poses risks to banks and insurers, but new products could help
Nov 15, 2023
Rising rates create risks for banks globally, universal banks have sound funding and liquidity
Nov 01, 2023
Private lenders pile up cash, compete for LBOs, driving up risk
Oct 18, 2023
Real estate sector stress raises risks for banks in China and Vietnam
Oct 11, 2023
Digital bonds: a potentially disruptive technology slowly gets off the ground
Sep 13, 2023
Global reinsurance outlook stable as reinsurers raise prices, shift risks to primary insurers
Sep 06, 2023
Japan’s banks ready for rate rise, Sweden’s face real estate risk, Swiss local deposits are stable
Aug 02, 2023
China’s soft economic recovery raises contingent liability risks from LGFVs
Jul 27, 2023
FedNow could increase deposit flight risk; high rates raise UK mortgage lenders' asset, social risks
Jul 12, 2023
Middle-market CLOs, BDCs and closed-end funds present different credit risks
Jun 28, 2023
Moody’s US Insurance and Asset Management Conference, featuring Guggenheim CIO Anne Walsh
Jun 14, 2023
Commercial real estate downturn could weaken US life insurers’ portfolio asset quality
May 31, 2023
Emerging markets banks face decarbonization risks; global reinsurers’ price hikes boost profits
May 25, 2023
China property outlook turns stable from negative; insurers and mortgage lenders face limited credit risk from the property sector
May 17, 2023
China’s post-COVID reopening is positive for domestic mortgage borrowers, some Asia-Pacific banks
May 10, 2023
Fed policy tightening will keep clamps on US banks’ credit; change may be afoot in global payments
May 03, 2023
Antitrust fears weaken insurers’ net zero alliance
Apr 19, 2023
Global electric vehicle surge is a bumpy ride for insurance, auto finance, state highway bonds
Apr 12, 2023
With markets on edge, Credit Suisse rescue protects senior creditors; plus, some fintechs thrive
Mar 29, 2023
US bank failures have ripple effects worldwide
Mar 17, 2023
Emerging markets banks go digital to counter fintech threat
Mar 01, 2023
Crypto firms’ fortunes ebb, but technology advances; Russia’s aircraft seizures grip stakeholders
Feb 22, 2023
Inflation drives negative outlook for European P&C insurance; higher interest rates keep life stable
Feb 15, 2023
Japan dashes away from cash; India’s public sector banks bounce back
Feb 08, 2023
Emerging markets banks face foreign currency risks; shockwaves spread in crypto asset markets
Jan 25, 2023
Outlook negative for finance companies globally in 2023 on tighter funding and rising asset risk
Jan 18, 2023
Global P&C insurance outlook turns negative; global life insurance outlook stays stable
Jan 11, 2023
Strong balance sheets keep global banks on stable outlook despite macroeconomic gloom
Dec 14, 2022
Banking system braced as Fed’s second round of quantitative tightening ramps up
Dec 07, 2022
Blowback from FTX failure is contained to crypto sphere as wary banks maintain distance for now
Nov 23, 2022
Banks, insurers aim for net zero emissions as risks rise from extreme weather, carbon transition
Nov 16, 2022
Indian banks brace for rising rates; effects of China’s slowdown spill over to Asia-Pacific banks
Oct 26, 2022
European and UK banks, Asia-Pacific insurers grapple with rising interest rates
Oct 19, 2022
US insurers, global reinsurers face heavy losses from Hurricane Ian
Oct 12, 2022
Bleak house: Swedish banks, US mortgage insurers face weakening property sectors
Oct 05, 2022
Cryptoasset regulation: putting the ‘stable’ back in stablecoin
Sep 28, 2022
Positive outlook for Vietnamese banks; moderate inflation will boost Southeast Asian banks’ margins
Sep 21, 2022
High oil prices, economic recovery boost prospects for Islamic banks, GCC funds
Sep 14, 2022
Reinsurers’ price hikes counterbalance rising losses from natural catastrophes, claims inflation
Sep 07, 2022
Russian energy squeeze raises risks for European banks; Credit Suisse restructures
Aug 24, 2022
ECB rate rise benefits European banks; Citibanamex sale will change Mexico’s banking landscape
Jul 27, 2022
Apple wades deeper into finance; Australia’s “super” sector flourishes
Jul 13, 2022
China's financial institutions help stabilize economy; inflation boosts some emerging markets’ banks
Jun 29, 2022
Private credit fuels asset managers’ AUM growth, as banks cede corporate loan share to non-banks
Jun 22, 2022
Cryptocurrencies may not help evade sanctions; Invasion of Ukraine raises cyber insurers' risks
Jun 15, 2022
US public pension funds risk more than insurers with private market investments
Jun 01, 2022
US health insurers tackle mental health; Asian insurers under revised capital rules
May 18, 2022
Inflation risks rising for financial institutions
May 04, 2022
Prolonged Ukraine crisis threatens financial institutions; life insurers face long COVID
Apr 27, 2022
Banking system outlooks stable as military conflict in Ukraine blunts global recovery
Apr 20, 2022
Chile’s president has plans for pensions; cryptocurrency gets regulation
Apr 06, 2022
Tesla launches auto insurance; sanctions on Russia rattle aircraft lessors, ABS
Mar 23, 2022
Russia’s invasion of Ukraine shocks banking systems
Mar 16, 2022
Russia’s invasion of Ukraine raises risks for global insurers
Mar 09, 2022
Global cybersecurity rules tighten; digital banks expand worldwide
Feb 23, 2022
African banks begin to emerge from pandemic gloom
Feb 16, 2022
High dollarization poses rising risks for banks in emerging markets; US eyes central bank digital currency
Feb 09, 2022
Technology is driving new business models for insurance
Jan 26, 2022
Global life and P&C insurance outlooks stable as economies recover
Jan 12, 2022
Global banks’ 2022 outlook is stable on strong capital, low credit losses
Dec 15, 2021
Economy drives stable 2022 outlooks for global asset managers, emerging markets banks
Dec 01, 2021
Insurers bet on illiquid assets; global banks step up cybersecurity
Nov 17, 2021
Growth of private credit has systemic implications
Nov 03, 2021
Cyber insurance: as losses rise, the industry ponders uninsurable risks
Oct 20, 2021
How can banks, insurers, and asset managers reduce their vast financial exposure to carbon intensive industries?
Oct 13, 2021
Biggest banks emerge stronger from pandemic and ready to face heightened competition
Oct 06, 2021
Digital financial landscape threatens banks’ role as intermediaries
Sep 22, 2021
Decrypting Coinbase: financial strength supports credit in emerging, uncertain sector
Sep 15, 2021
Reinsurance outlook is back to stable; fintech adoption jolts Korea’s insurers
Sep 08, 2021
COVID-19 resurgence raises asset risks for Southeast Asian and Indian banks
Aug 25, 2021
Korea’s Kakao Bank demonstrates Big Tech’s potential threat to incumbent lenders
Aug 11, 2021
Transformation of US health insurers brings greater revenue, higher leverage
Jul 28, 2021
Stablecoins multiply, adding competition in financial services
Jul 14, 2021
Inflation’s return is a net positive for global banks, US life insurers
Jun 30, 2021
Industry outlooks for global insurance and asset management return to stable in strengthening economy
Jun 16, 2021
Climate change casts a cloud on bank asset quality and financial strength
Jun 02, 2021
Regulators again try to rein in money market funds’ systemic risks
May 19, 2021
Inflation rattles emerging markets finance; government support slips for petro state banks
May 05, 2021
US life insurance industry transforms itself through M&A
Apr 21, 2021
Asset managers find new frontiers for growth; African banks’ environmental risk rises
Apr 07, 2021
Outlook for many banking sectors across the globe turns stable as economies start to recover
Mar 31, 2021
Cybersecurity is strongest at larger financial institutions and those with good cyber communication
Mar 24, 2021
Financial regulators sharpen climate risk focus, asset managers see ESG investments bloom
Mar 10, 2021
Pivotal changes lie ahead for US financial market infrastructure, German and Indian banks
Feb 24, 2021
Developed world demographic trends threaten financial firms’ revenue growth
Feb 10, 2021
As China opens markets, foreign securities, asset management firms seek rewards
Jan 27, 2021
Outlook stable for global investment banks, negative for most global finance companies
Jan 13, 2021
Outlook negative for global banks, life insurance, reinsurance; stable for P&C insurance
Dec 16, 2020
Pandemic drives negative outlook for global asset managers, emerging markets financial institutions
Dec 02, 2020
Coronavirus-driven economic shock weakens insurance and bank assets
Nov 18, 2020
Digital disruption opens emerging markets opportunity for banks, sparks competition in developed economies
Nov 04, 2020
Policy shift risks transforming US health insurers; global insurers gird for climate risk
Oct 21, 2020
Banks’ battle with low rates goes global; financial institutions prepare to leave Libor
Oct 07, 2020
Large global banks prepared to weather pandemic; Latin American banks’ asset quality at risk
Sep 23, 2020
Coronavirus shock turns reinsurance outlook negative and accelerates life insurers digital transformation
Sep 09, 2020
Coronavirus turns up heat on European insurers and India’s public-sector banks
Aug 26, 2020
Pandemic amps up banks’ cyber risk, jolts money fund markets
Aug 12, 2020