Fixed Income in 15 is a fifteen minute conversation between a senior buy-side investor and S&P Global Ratings on topics that are important for the investment community. Hosted by Joe Cass, subjects can include monetary policy, sector trends and ESG, followed by a set of personal questions on hobbies, sport and working life.
Episode 20 - (Mark Haefele, Chief Investment Officer at UBS)
Mark Haefele, Chief Investment Officer at UBS and Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on the evolution of ESG over the past 18 months, long term credit outlook and views on the digitalization of finance including blockchain and cryptocurrency. There was also time to talk about Mark’s prior career as a lecturer at Harvard and Alexandra’s experience co-leading the S&P Global Diversity Research Lab.
Episode 19 - (Sir Danny Alexander, Vice President and Corporate Secretary at the Asian Infrastructure Investment Bank)
On this edition of Fixed Income in 15, Joe Cass is joined by Sir Danny Alexander, Vice President and Corporate Secretary at the Asian Infrastructure Investment Bank and Susan Gray, our Global Head of Sustainable Finance Business and Innovation. Topics included the evolution of sustainable finance in infrastructure and platforms issuers are using to ensure their ESG strategy is being heard. There was also some off-topic discussion on politics, with Danny talking about his time as the Chief Secretary to the Treasury in the UK and Susan describing her experiences as a policy advisor in the Australian government.
Episode 18 - (Tom Keene, co-anchor at Bloomberg)
Tom Keene, co-anchor at Bloomberg and Beth-Ann Bovino, U.S. Chief Economist at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. Discussion focused the build up of U.S debt, potential interest rate changes and the U.S economic outlook. There was also time to talk about the European Super League and the rise of smart casual working attire.
Episode 17 - (Mohamed El-Erian, Chief Economic Advisor at Allianz)
On the latest episode of Fixed Income In 15, Joe Cass is joined by Mohamed El-Erian, Chief Economic Advisor at Allianz and Martina Cheung, President of S&P Global Market Intelligence. There was lively conversation about ESG, Central Banks and the future of #markets in a post-pandemic world. There was also time to discuss personal insights, such as Mohamed’s experience of working for President Obama and what advice Martina would give to her teenage self.
Episode 16 - (Ruchir Sharma, Chief Global Strategist at Morgan Stanley Investment Management)
In this edition of Fixed Income in 15, Joe Cass is joined by Ruchir Sharma, Chief Global Strategist at Morgan Stanley Investment Management and our own Global Head of Sovereign Analytics & Research, Roberto Sifon. The discussion focused on the outlook for global sovereigns, the impact of ESG on nations and the rise of Bitcoin. There was also time for Roberto and Ruchir to discuss cooking, sprint training and what they miss about travelling.
Episode 15 - (David Kelly, Chief Global Strategist at JP Morgan Asset Management)
In this edition of Fixed Income in 15, Joe Cass is joined by David Kelly, Chief Global Strategist at JP Morgan Asset Management and our Global Head of Practices Craig Parmelee. The group discussed the 2021 outlook, how ESG is changing the global financial markets and the impact of a COVID-19 vaccine. As usual, some off-topic debate followed, including the most interesting and notable individuals Craig has met in his professional life.