Moody’s Talks – Behind the Bonds

Moody's Investors Service
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Moody’s Talks – Behind the Bonds

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.

  1. 15 DE OUT.

    Massive AI investment contributes to positive global IT sector outlook

    In the opening segment, we discuss how a host of factors including substantial AI investment underpin our positive outlook for the global diversified information technology sector over the next 12-18 months. Then at 10 minutes, we assess which types of technology companies stand to benefit from all of this AI investment more than others.

    17min

  2. 17 DE SET.

    Green transition spurs M&A in mining sector, while competition increases deal prospects among US telecoms

    M&A activity remains robust across corporate sectors, including pharmaceuticals, homebuilding, mining and telecommunications. In our opening segment, we focus in part on how the green transition is driving deals in the mining segment as companies look to control critical minerals used in renewable energy technologies. In our second segment (10:10), we delve into prospects, including M&A, for large US telecommunications and cable companies. Companies are increasingly battling for high-speed data customers, partly due to the boom in streaming video. Yet the market is saturated with little differentiating the services.

    17min

  3. 2 DE SET.

    Corporate credit quality in India, Indonesia remains robust despite sectoral differences

    India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth.

    15min

  4. 16 DE JUL.

    Aerospace and defense outlook still positive but airplane manufacturers’ woes continue

    This month our analysts are discussing what’s driving our still positive outlook for the global aerospace and defense sector for the next 12-18 months. Defense budgets are up as a result of rising geopolitical tensions and we expect strong operating profit for these companies. But persistent supply chain issues are delaying the delivery of new planes from the largest manufacturers Boeing and Airbus, even as air travel demand soars.

    20min

  5. 18 DE JUN.

    Rapid growth of weight-loss drugs will influence multiple sectors in coming years

    The pharmaceutical market has exploded in recent years with the rise of new drugs to help treat obesity and diabetes. The shift marks a huge opportunity for the pharmaceutical sector, which is pursuing the diabetes and obesity markets with four blockbuster drugs today: Ozempic and Wegovy from Novo Nordisk, and Mounjaro and Zepbound from Eli Lilly. In the first segment Mike Levesque looks at credit implications for the pharmaceutical industry, whose weight-loss drugs will generate some $80 billion in annual sales by 2030. Then at 11:10 minutes, Linda Montag discusses how the rise of the weight-loss drug segment will affect the packaged food, restaurant and packaging sectors.

    20min

  6. 21 DE MAI.

    Global commodities under pressure as China’s growth engine slows

    The commodities sector isn’t looking rosy and that is largely due to the outsize influence of China, which is currently in the grip of an economic slowdown. These pressures come on top of geopolitical damage to trade and supply chains, and the energy transition which is increasing global appetite for some commodities and eroding it for others. Our analysts look in particular at the fortunes of steel and commodity chemicals – both of which are seeing plunging demand from China. Later in the episode (at 12.49 mins) we also look more closely at gold. Investors are riding record highs for this very particular commodity, a traditional investment ‘safe haven’ whose idiosyncratic behaviour sometimes ignores the normal rules.

    20min

  7. 16 DE ABR.

    Global real estate prospects remain rocky

    The outlook for the global real estate market remains negative with the bumpy economy, tight financing conditions and the surge in remote work. In the US, we expect rental income growth for offices to remain poor overall and apartment income growth to moderate this year with supply up, mostly in parts of the Sunbelt. Globally, Japan is a bright spot with supply-demand dynamics in the commercial market relatively stable. In Europe, the commercial market remains at risk of further deterioration, but the UK is likely to recover quicker as asset prices have fallen at a faster pace.

    16min

  8. 19 DE MAR.

    Pace of electric vehicle sales hits several roadblocks

    In our opening segment, we discuss the slight slowdown in global market share growth for battery electric vehicles (BEVs) as some incentives to buy have ended, yet prices remain high. A scarcity of charging stations in Europe and the US also remains a deterrent for consumers. Our second segment, which starts at 9:40, focuses on the charging shortage and who will pay for expansion.

    17min
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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.

Informações

  • Criado por
    Moody's Investors Service
  • Anos de atividade
    2021 - 2024
  • Episódios
    40
  • Classificação
    Livre
  • Copyright
    © 2021 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
  • Site do podcast
    Moody’s Talks – Behind the Bonds

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