144https://www.spglobal.com/ratings/_division-assets/logos/sp_logo.pnghttps://www.spglobal.com/ratings/en1442026Thu, 21 May 2026 05:15:01 GMThttps://www.spglobal.com/ratings/en/indexS&P Global Ratings Podcast. Tune in for S&P Global Ratings analysts' opinions on trends and events that affect the global markets and your investment decisions. Download the S&P Global Ratings Podcast to any portable audio device or your desktop. Make the most of your time and stay on top of important business developments around the world. Listen in!Crownpeak RSS Engineen-USRatings_Content_Management@spglobal.comS&P Global RatingsThu, 21 May 2026 05:15:01 GMTRatings_Content_Management@spglobal.com1440NOS&P Global Ratings Podcast. Tune in for S&P Global Ratings analysts' opinions on trends and events that affect the global markets and your investment decisions. Download the S&P Global Ratings Podcast to any portable audio device or your desktop. Make the most of your time and stay on top of important business developments around the world. Listen in!S&P Global Ratings PodcastS&P Global RatingsBusinessT<![CDATA[ Jadson Andrade ]]>http://play.vidyard.com/ndN3L7StGmFKTCqy6NLQwo.jpgndN3L7StGmFKTCqy6NLQwohttps://share.vidyard.com/watch/ndN3L7StGmFKTCqy6NLQwohttps://share.vidyard.com/watch/ndN3L7StGmFKTCqy6NLQwo<![CDATA[ Neste episódio de Além do Rating, Jadson Andrade recebe Lilian Coutinho (SMBC) e Flávia Bedran (S&P Global Ratings) para discutir a crescente pressão sobre as empresas latino-americanas. Explorando e os impactos dos recentes downgrades e os caminhos possíveis para a recuperação e desalavancagem financeira. ]]>Thu, 14 May 2026 17:53:00 GMT00:52:37<![CDATA[ Neste episódio de Além do Rating, Jadson Andrade recebe Lilian Coutinho (SMBC) e Flávia Bedran (S&P Global Ratings) para discutir a crescente pressão sobre as empresas latino-americanas. Explorando e os impactos dos recentes downgrades e os caminhos possíveis para a recuperação e desalavancagem financeira. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/lilian-coutinho-sumitomo-mitsui-banking-corporation-sobre-os-desafios-de-governanca-e-as-estrategias-de-financiamento-corporativo-na-america-latinandN3L7StGmFKTCqy6NLQwoBusiness<![CDATA[ Lilian Coutinho (Sumitomo Mitsui Banking Corporation) sobre os desafios de governança e as estratégias de financiamento corporativo na América Latina ]]><![CDATA[ Jadson Andrade ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/iDJmitisvRv1xRBA41tiQ3.jpgiDJmitisvRv1xRBA41tiQ3https://share.vidyard.com/watch/iDJmitisvRv1xRBA41tiQ3https://share.vidyard.com/watch/iDJmitisvRv1xRBA41tiQ3<![CDATA[ In this episode, Hina and Sandeep are joined by Oliver Vande Stouwe to uncover the largest LBOs in recent history and take a deep dive into Electronic Arts’ evolving credit story. Listen now to explore what defeasance means for Electronic Arts’ outstanding notes and the key assumptions underpinning its recovery ratings. ]]>Tue, 12 May 2026 12:20:00 GMT00:13:52<![CDATA[ In this episode, Hina and Sandeep are joined by Oliver Vande Stouwe to uncover the largest LBOs in recent history and take a deep dive into Electronic Arts’ evolving credit story. Listen now to explore what defeasance means for Electronic Arts’ outstanding notes and the key assumptions underpinning its recovery ratings. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/26-05-12-clos-and-levfin-podcast-s8e3iDJmitisvRv1xRBA41tiQ3Business<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: Electronic Arts’ Evolving Credit Story ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>Thttp://play.vidyard.com/zKg72d1f74bxMyfuPMDPxF.jpgzKg72d1f74bxMyfuPMDPxFhttps://share.vidyard.com/watch/zKg72d1f74bxMyfuPMDPxFhttps://share.vidyard.com/watch/zKg72d1f74bxMyfuPMDPxF<![CDATA[ In this episode, we give our credit takes on why the looming 100% U.S. tariffs on imported pharma is more headline than impact, why the Middle East conflict thus far has had only a minimal negative effect on the U.S. health care industry, and our continued concerns for health care sector following the recent 2.48% rate increase for Medicare Advantage for the 2027 plan year. ]]>Tue, 28 Apr 2026 11:00:00 GMT00:11:46<![CDATA[ In this episode, we give our credit takes on why the looming 100% U.S. tariffs on imported pharma is more headline than impact, why the Middle East conflict thus far has had only a minimal negative effect on the U.S. health care industry, and our continued concerns for health care sector following the recent 2.48% rate increase for Medicare Advantage for the 2027 plan year. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/healthcare-credit-beat-ep-2zKg72d1f74bxMyfuPMDPxFBusiness<![CDATA[ The Health Care Credit Beat: Thoughts on 100% Pharma Tariffs, Middle East Conflict Impact, and Medicare Advantage 2.48% ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/TNAreT6AQP4EiwFaLhmB1N.jpgTNAreT6AQP4EiwFaLhmB1Nhttps://share.vidyard.com/watch/TNAreT6AQP4EiwFaLhmB1Nhttps://share.vidyard.com/watch/TNAreT6AQP4EiwFaLhmB1N<![CDATA[ As the Middle East crisis evolves, our new podcast edition features Zahabia Gupta, Head of Emerging Markets Credit Research, and Andrew South, Head of European Structured Finance Research at S&P Global Ratings. In this episode, hosts Hina and Sandeep discuss S&P’s base case, key risk indicators to monitor, and the implications for the structured finance sector. ]]>Wed, 25 Mar 2026 13:20:00 GMT00:12:36<![CDATA[ As the Middle East crisis evolves, our new podcast edition features Zahabia Gupta, Head of Emerging Markets Credit Research, and Andrew South, Head of European Structured Finance Research at S&P Global Ratings. In this episode, hosts Hina and Sandeep discuss S&P’s base case, key risk indicators to monitor, and the implications for the structured finance sector. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/26-03-25-clos-and-levfin-podcast-s8e2TNAreT6AQP4EiwFaLhmB1NBusiness<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: Impact of the Middle East Crisis on Structured Finance ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>Thttp://play.vidyard.com/HG2yVitgN26L1RNEbGsDho.jpgHG2yVitgN26L1RNEbGsDhohttps://share.vidyard.com/watch/HG2yVitgN26L1RNEbGsDhohttps://share.vidyard.com/watch/HG2yVitgN26L1RNEbGsDho<![CDATA[ In this episode, Hina Shoeb and Mohamed Ali connect with Rawan Oueidat, CFA, Director in our Corporate Ratings practice covering the oil and gas sector. ]]>Wed, 25 Mar 2026 05:00:00 GMT00:11:16<![CDATA[ In this episode, Hina Shoeb and Mohamed Ali connect with Rawan Oueidat, CFA, Director in our Corporate Ratings practice covering the oil and gas sector. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/middle-east-credit-gateway-strait-of-hormuzHG2yVitgN26L1RNEbGsDhoBusiness<![CDATA[ Middle East Credit Gateway: How Important Is The Strait Of Hormuz To Global Energy Markets? ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/Vi1pyNeN14AHzg66e2j2eR.jpgVi1pyNeN14AHzg66e2j2eRhttps://share.vidyard.com/watch/Vi1pyNeN14AHzg66e2j2eRhttps://share.vidyard.com/watch/Vi1pyNeN14AHzg66e2j2eR<![CDATA[ In this episode, hosts Hina and Sandeep delve into a range of topics with Alex, including U.S. policy uncertainty, the changing global economic landscape, ongoing trade tensions amid an evolving world order, and emerging market CLOs. ]]>Fri, 13 Feb 2026 13:20:00 GMT00:15:32<![CDATA[ In this episode, hosts Hina and Sandeep delve into a range of topics with Alex, including U.S. policy uncertainty, the changing global economic landscape, ongoing trade tensions amid an evolving world order, and emerging market CLOs. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/26-02-13-clos-and-levfin-podcast-s8e1Vi1pyNeN14AHzg66e2j2eRBusiness<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: What’s Next For 2026 ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>T<![CDATA[ Jadson Andrade ]]>http://play.vidyard.com/EBvVrzbTYwcvEmb7TQbUe6.jpgEBvVrzbTYwcvEmb7TQbUe6https://share.vidyard.com/watch/EBvVrzbTYwcvEmb7TQbUe6https://share.vidyard.com/watch/EBvVrzbTYwcvEmb7TQbUe6<![CDATA[ No episódio de hoje, recebemos dois especialistas para uma conversa aprofundada sobre os rumos do mercado de crédito em 2026. ]]>Mon, 09 Feb 2026 09:52:00 GMT00:46:57<![CDATA[ No episódio de hoje, recebemos dois especialistas para uma conversa aprofundada sobre os rumos do mercado de crédito em 2026. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/fayga-delbem-itau-asset-sobre-credito-privado-e-tendencias-para-2026EBvVrzbTYwcvEmb7TQbUe6Business<![CDATA[ Fayga Delbem (Itaú Asset) sobre Crédito Privado & Tendências para 2026 ]]><![CDATA[ Jadson Andrade ]]>T<![CDATA[ Tom Schopflocher ]]>http://play.vidyard.com/euiQcUcYcjyB5d7ZFiRHRv.jpgeuiQcUcYcjyB5d7ZFiRHRvhttps://share.vidyard.com/watch/euiQcUcYcjyB5d7ZFiRHRvhttps://share.vidyard.com/watch/euiQcUcYcjyB5d7ZFiRHRv<![CDATA[ Third-party loan origination legal and regulatory risks in U.S. consumer loan securitizations have continued to evolve in recent years. Of note, once an originating bank transfers or assigns a loan to a non-bank partner, ]]>Thu, 15 Jan 2026 13:00:00 GMT00:14:37<![CDATA[ Third-party loan origination legal and regulatory risks in U.S. consumer loan securitizations have continued to evolve in recent years. Of note, once an originating bank transfers or assigns a loan to a non-bank partner, ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/take-notes-ep-93euiQcUcYcjyB5d7ZFiRHRvBusiness<![CDATA[ Take Notes: Third-Party Loan Origination Legal Risks For U.S. Consumer Loan ABS Are Evolving ]]><![CDATA[ Tom Schopflocher ]]>T<![CDATA[ Tom Schopflocher ]]>http://play.vidyard.com/e2NTxj5TWwzzwJ3xczEAcx.jpge2NTxj5TWwzzwJ3xczEAcxhttps://share.vidyard.com/watch/e2NTxj5TWwzzwJ3xczEAcxhttps://share.vidyard.com/watch/e2NTxj5TWwzzwJ3xczEAcx<![CDATA[ We’re joined by Robert Jacques, Stephen Anderberg, and Deborah Newman to recap some of the hot topics at the recent CLO OPAL Summit, whose increasing popularity reflects the maturity of U.S. CLOs as a trillion dollar asset class. Some of these topics included middle market CLOs (an asset class that has seen significant growth), alternative and bespoke CLO structures (the convergence between CLOs and fund finance), and CLO refinancings and resets, as well as a popular roundtable on the state of liability management transactions in CLOs. We also recapped a S&P Global Ratings-hosted investor and issue roundtable, where we discussed the S&P Global Ratings surveillance process and the CLO bond downgrades over the past couple of months. ]]>Thu, 18 Dec 2025 13:00:00 GMT00:08:48<![CDATA[ We’re joined by Robert Jacques, Stephen Anderberg, and Deborah Newman to recap some of the hot topics at the recent CLO OPAL Summit, whose increasing popularity reflects the maturity of U.S. CLOs as a trillion dollar asset class. Some of these topics included middle market CLOs (an asset class that has seen significant growth), alternative and bespoke CLO structures (the convergence between CLOs and fund finance), and CLO refinancings and resets, as well as a popular roundtable on the state of liability management transactions in CLOs. We also recapped a S&P Global Ratings-hosted investor and issue roundtable, where we discussed the S&P Global Ratings surveillance process and the CLO bond downgrades over the past couple of months. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/take-notes-ep-92e2NTxj5TWwzzwJ3xczEAcxBusiness<![CDATA[ Take Notes: Highlights From The 2025 OPAL CLO Summit ]]><![CDATA[ Tom Schopflocher ]]>Thttp://play.vidyard.com/uPHMZ2SZXQqmGJuq4H6ubE.jpguPHMZ2SZXQqmGJuq4H6ubEhttps://share.vidyard.com/watch/uPHMZ2SZXQqmGJuq4H6ubEhttps://share.vidyard.com/watch/uPHMZ2SZXQqmGJuq4H6ubE<![CDATA[ S&P Global Ratings credit analyst Casper Andersen and covered bond sector lead Antonio Farina talk about the effects of our updated covered bond methodology on overcollateralization requirements. Casper is then joined by his colleague Denitsa Carouget and Natixis analyst Jennifer Levy to discuss the latest trends in the French covered bond market. ]]>Tue, 11 Nov 2025 13:00:00 GMT00:19:19<![CDATA[ S&P Global Ratings credit analyst Casper Andersen and covered bond sector lead Antonio Farina talk about the effects of our updated covered bond methodology on overcollateralization requirements. Casper is then joined by his colleague Denitsa Carouget and Natixis analyst Jennifer Levy to discuss the latest trends in the French covered bond market. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/covered-bonds-uncovered-french-market-insights-and-our-updated-methodologyuPHMZ2SZXQqmGJuq4H6ubEBusiness<![CDATA[ Covered Bonds Uncovered: French Market Insights & What Our Updated Methodology Means For Overcollateralization ]]>T<![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>http://play.vidyard.com/7vkSUPxgfp6ERUpqagTE6s.jpg7vkSUPxgfp6ERUpqagTE6shttps://share.vidyard.com/watch/7vkSUPxgfp6ERUpqagTE6shttps://share.vidyard.com/watch/7vkSUPxgfp6ERUpqagTE6s<![CDATA[ Host Osman Sattar is joined by Nicolas Charnay, Giles Edwards, and Miriam Fernandez to discuss all things European Bank Conferences, which took place across EMEA in Q3 2025. Together, they explore the main themes highlighted by keynote speakers — including the growing role of AI in banking — and share their key insights and takeaways from the events. ]]>Mon, 27 Oct 2025 13:00:00 GMT00:15:17<![CDATA[ Host Osman Sattar is joined by Nicolas Charnay, Giles Edwards, and Miriam Fernandez to discuss all things European Bank Conferences, which took place across EMEA in Q3 2025. Together, they explore the main themes highlighted by keynote speakers — including the growing role of AI in banking — and share their key insights and takeaways from the events. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/banknotes27vkSUPxgfp6ERUpqagTE6sBusiness<![CDATA[ BankNotes: European Bank Conferences ]]><![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/NEUX6eUc1EaX7eGjW1iYc8.jpgNEUX6eUc1EaX7eGjW1iYc8https://share.vidyard.com/watch/NEUX6eUc1EaX7eGjW1iYc8https://share.vidyard.com/watch/NEUX6eUc1EaX7eGjW1iYc8<![CDATA[ In this special edition, hosts Hina and Sandeep engage in a thought-provoking discussion with Yann Marty and William Sweat about a novel transaction that highlights the increasingly blurred lines between fund finance and traditional securitization. This episode delves into complex and innovative transactions concerning sublines, for which we may not have established published criteria. ]]>Tue, 14 Oct 2025 12:20:00 GMT00:15:15<![CDATA[ In this special edition, hosts Hina and Sandeep engage in a thought-provoking discussion with Yann Marty and William Sweat about a novel transaction that highlights the increasingly blurred lines between fund finance and traditional securitization. This episode delves into complex and innovative transactions concerning sublines, for which we may not have established published criteria. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25-10-14-clos-and-levfin-podcast-s7e7NEUX6eUc1EaX7eGjW1iYc8Business<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: Assessing Bespoke Transactions ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>Thttp://play.vidyard.com/G4iVdapYMawAhcfLKciVVN.jpgG4iVdapYMawAhcfLKciVVNhttps://share.vidyard.com/watch/G4iVdapYMawAhcfLKciVVNhttps://share.vidyard.com/watch/G4iVdapYMawAhcfLKciVVN<![CDATA[ Confira o lançamento da S&P National Ratings, que reforça nosso compromisso com o mercado de capitais brasileiro. Por meio de análises aprofundadas e critérios personalizados, fornecemos aos investidores, emissores e instituições as ferramentas necessárias para tomadas de decisões em um ambiente financeiro dinâmico. ]]>Mon, 18 Aug 2025 12:00:00 GMT00:01:26<![CDATA[ Confira o lançamento da S&P National Ratings, que reforça nosso compromisso com o mercado de capitais brasileiro. Por meio de análises aprofundadas e critérios personalizados, fornecemos aos investidores, emissores e instituições as ferramentas necessárias para tomadas de decisões em um ambiente financeiro dinâmico. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/sp-national-ratings-solucoes-personalizadas-exclusivamente-para-o-mercado-nacionalG4iVdapYMawAhcfLKciVVNBusiness<![CDATA[ S&P National Ratings: Soluções personalizadas exclusivamente para o mercado nacional ]]>T<![CDATA[ Casper Andersen,Andrew South,Antonio Farina ]]>http://play.vidyard.com/Fp8if2ozWD8a3xnFCiu4Jr.jpgFp8if2ozWD8a3xnFCiu4Jrhttps://share.vidyard.com/watch/Fp8if2ozWD8a3xnFCiu4Jrhttps://share.vidyard.com/watch/Fp8if2ozWD8a3xnFCiu4Jr<![CDATA[ In this episode, S&P Global Ratings credit analyst Casper Andersen discusses the midyear outlook for covered bonds with his colleagues Antonio Farina and Andrew South. He is then joined by NORD/LB’s mortgage market expert Dr. Frederik Kunze to talk about the European Banking Authority’s review of the implementation of the covered bond directive across EU member states. ]]>Tue, 29 Jul 2025 12:00:00 GMT00:25:19<![CDATA[ In this episode, S&P Global Ratings credit analyst Casper Andersen discusses the midyear outlook for covered bonds with his colleagues Antonio Farina and Andrew South. He is then joined by NORD/LB’s mortgage market expert Dr. Frederik Kunze to talk about the European Banking Authority’s review of the implementation of the covered bond directive across EU member states. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25_07_29-covered-bonds-uncovered-covered-bonds-midyear-outlookFp8if2ozWD8a3xnFCiu4JrBusiness<![CDATA[ Covered Bonds Uncovered Podcast: Covered Bonds Midyear Outlook And The EBA’s Harmonization Review ]]><![CDATA[ Casper Andersen,Andrew South,Antonio Farina ]]>T<![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>http://play.vidyard.com/uqVVY7PJibCHy1DsaJoK8K.jpguqVVY7PJibCHy1DsaJoK8Khttps://share.vidyard.com/watch/uqVVY7PJibCHy1DsaJoK8Khttps://share.vidyard.com/watch/uqVVY7PJibCHy1DsaJoK8K<![CDATA[ Loyalty programs have turned out to be highly profitable for airlines, as for some, they generate more cash flow than flight operations. Indeed, we believe that without a loyalty program, certain major U.S. airlines' earnings would be decidedly weaker in the current economic environment. We discuss how these loyalty programs work, their resiliency in tough times while other airline assets remain idle, how airlines generate financing from these programs by securitizing future loyalty revenue streams (and by proxy, the different types of ABS securitizations), and just how they’ve become core financial assets in general. ]]>Fri, 18 Jul 2025 12:00:00 GMT00:12:09<![CDATA[ Loyalty programs have turned out to be highly profitable for airlines, as for some, they generate more cash flow than flight operations. Indeed, we believe that without a loyalty program, certain major U.S. airlines' earnings would be decidedly weaker in the current economic environment. We discuss how these loyalty programs work, their resiliency in tough times while other airline assets remain idle, how airlines generate financing from these programs by securitizing future loyalty revenue streams (and by proxy, the different types of ABS securitizations), and just how they’ve become core financial assets in general. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/take-notes-ep-90uqVVY7PJibCHy1DsaJoK8KBusiness<![CDATA[ Take Notes: Airline Loyalty ABS Have Lift Off ]]><![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>T<![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>http://play.vidyard.com/vUhcD2pTTHFjPxZ1TRbCyr.jpgvUhcD2pTTHFjPxZ1TRbCyrhttps://share.vidyard.com/watch/vUhcD2pTTHFjPxZ1TRbCyrhttps://share.vidyard.com/watch/vUhcD2pTTHFjPxZ1TRbCyr<![CDATA[ Host Osman Sattar sits down with Nicolas Charnay and Brendan Brown to talk about all things G-SIB. Global systemically important banks were the main topic of a report we published recently and are characterized by several unique features. In this episode, Osman and his guests discuss G-SIBs' performance against a bleak economic outlook, the differences between U.S. and European G-SIBs, and the effects of regulatory simplification. ]]>Wed, 02 Jul 2025 12:00:00 GMT00:23:17<![CDATA[ Host Osman Sattar sits down with Nicolas Charnay and Brendan Brown to talk about all things G-SIB. Global systemically important banks were the main topic of a report we published recently and are characterized by several unique features. In this episode, Osman and his guests discuss G-SIBs' performance against a bleak economic outlook, the differences between U.S. and European G-SIBs, and the effects of regulatory simplification. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/banknotesvUhcD2pTTHFjPxZ1TRbCyrBusiness<![CDATA[ BankNotes: G-SIB Monitor 2025: Powering Through ]]><![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>T<![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>http://play.vidyard.com/uqVVY7PJibCHy1DsaJoK8K.jpguqVVY7PJibCHy1DsaJoK8Khttps://share.vidyard.com/watch/uqVVY7PJibCHy1DsaJoK8Khttps://share.vidyard.com/watch/uqVVY7PJibCHy1DsaJoK8K<![CDATA[ Exchange traded funds (ETFs)--in particular, CLO ETFs--are providing a vehicle for retail investors to adapt to new financial innovations in capital markets, such as private credit (lending directly between a lender and a borrower) and tokenization (taking a real world asset and representing it as a “token” on a blockchain). While they offer access to parts of the capital markets that might have been previously inaccessible, there are risks, such as mismatched liquidity. We also look at the potential investor landscape from an Indices point of view. ]]>Wed, 02 Jul 2025 12:00:00 GMT00:12:09<![CDATA[ Exchange traded funds (ETFs)--in particular, CLO ETFs--are providing a vehicle for retail investors to adapt to new financial innovations in capital markets, such as private credit (lending directly between a lender and a borrower) and tokenization (taking a real world asset and representing it as a “token” on a blockchain). While they offer access to parts of the capital markets that might have been previously inaccessible, there are risks, such as mismatched liquidity. We also look at the potential investor landscape from an Indices point of view. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/take-notes-ep-89uqVVY7PJibCHy1DsaJoK8KBusiness<![CDATA[ Take Notes: How ETFs Are Enabling The Transformation Of Capital Markets ]]><![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>Thttp://play.vidyard.com/SgWjBK5hLyWnoNFLd7iXd7.jpgSgWjBK5hLyWnoNFLd7iXd7https://share.vidyard.com/watch/SgWjBK5hLyWnoNFLd7iXd7https://share.vidyard.com/watch/SgWjBK5hLyWnoNFLd7iXd7<![CDATA[ In this episode, Casper Andersen is joined by Nicolas Charnay to discuss our 2025 bank outlook. We also cover key developments in emerging covered bond markets, together with background and insights from mortgage market expert Richard Kemmish. ]]>Tue, 08 Apr 2025 12:00:00 GMT00:33:52<![CDATA[ In this episode, Casper Andersen is joined by Nicolas Charnay to discuss our 2025 bank outlook. We also cover key developments in emerging covered bond markets, together with background and insights from mortgage market expert Richard Kemmish. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25_03_20-covered-bonds-uncoveredSgWjBK5hLyWnoNFLd7iXd7Business<![CDATA[ Covered Bonds Uncovered: Bank Outlook for 2025 and Insights on Emerging Covered Bond Markets ]]>T<![CDATA[ Déborah Siqueira,Victor Laudisio,Rafael Janequine ]]>http://play.vidyard.com/MyYKWSCyo6yaE6AbaczPyR.jpgMyYKWSCyo6yaE6AbaczPyRhttps://share.vidyard.com/watch/MyYKWSCyo6yaE6AbaczPyRhttps://share.vidyard.com/watch/MyYKWSCyo6yaE6AbaczPyR<![CDATA[ Neste episódio de nosso podcast sobre financiamento sustentável, Deborah Siqueira, Victor Laudisio e Rafael Janequine se reúnem para discutir as últimas tendências e perspectivas do mercado de títulos sustentáveis na região. ]]>Mon, 07 Apr 2025 12:00:00 GMT00:25:49<![CDATA[ Neste episódio de nosso podcast sobre financiamento sustentável, Deborah Siqueira, Victor Laudisio e Rafael Janequine se reúnem para discutir as últimas tendências e perspectivas do mercado de títulos sustentáveis na região. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/2025-04-07-sustainable-finance-in-latam-desenvolvimento-do-mercado-de-titulos-sustentaveisMyYKWSCyo6yaE6AbaczPyRBusiness<![CDATA[ Desenvolvimento do mercado de títulos sustentáveis ]]><![CDATA[ Déborah Siqueira,Victor Laudisio,Rafael Janequine ]]>Thttp://play.vidyard.com/nQufgnAbh2rf2WrDzN7p6T.jpgnQufgnAbh2rf2WrDzN7p6Thttps://share.vidyard.com/watch/nQufgnAbh2rf2WrDzN7p6Thttps://share.vidyard.com/watch/nQufgnAbh2rf2WrDzN7p6T<![CDATA[ In this episode, Joost Beaumont, Head of Bank Research at ABN AMRO, joins analysts Casper Andersen and Judit Papp to share insights on the Dutch covered bond market, following S&P Global Ratings’ recent publication on the topic. Also, our analyst Andrew O’Neill explains how recent digital Pfandbrief issuances have sparked discussions about integrating blockchain technology in covered bond issuances. ]]>Fri, 21 Mar 2025 12:00:00 GMT00:34:55<![CDATA[ In this episode, Joost Beaumont, Head of Bank Research at ABN AMRO, joins analysts Casper Andersen and Judit Papp to share insights on the Dutch covered bond market, following S&P Global Ratings’ recent publication on the topic. Also, our analyst Andrew O’Neill explains how recent digital Pfandbrief issuances have sparked discussions about integrating blockchain technology in covered bond issuances. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/covered-bonds-uncovered-dutch-covered-bond-insights-and-blockchain-meets-covered-bondsnQufgnAbh2rf2WrDzN7p6TBusiness<![CDATA[ Covered Bonds Uncovered: Dutch Covered Bond Insights and Blockchain Meets Covered Bonds ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana,Marta Stojanova ]]>http://play.vidyard.com/uzFQYayufSLk8wYbP8CKVu.jpguzFQYayufSLk8wYbP8CKVuhttps://share.vidyard.com/watch/uzFQYayufSLk8wYbP8CKVuhttps://share.vidyard.com/watch/uzFQYayufSLk8wYbP8CKVu<![CDATA[ Hina and Sandeep discuss Infragroup’s strong operating performance with Christopher Ewert, our current expectations for the company's performance, and the areas we are closely monitoring. ]]>Fri, 21 Mar 2025 12:00:00 GMT00:11:40<![CDATA[ Hina and Sandeep discuss Infragroup’s strong operating performance with Christopher Ewert, our current expectations for the company's performance, and the areas we are closely monitoring. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25_03_21-clos-and-levfin-podcast-s7e1uzFQYayufSLk8wYbP8CKVuBusiness<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: Infragroup ]]><![CDATA[ Hina Shoeb,Sandeep Chana,Marta Stojanova ]]>Thttp://play.vidyard.com/Was776bzphmnbfiEwsuTCe.jpgWas776bzphmnbfiEwsuTCehttps://share.vidyard.com/watch/Was776bzphmnbfiEwsuTCehttps://share.vidyard.com/watch/Was776bzphmnbfiEwsuTCe<![CDATA[ We’re joined by esoteric ABS credit analyst Christine Dalton to do a deep dive on the Nov. 4, 2024, downgrade of TGIF Funding LLC’s series 2017-1 class A-2. We look back at the deteriorating operating performance of TGI Friday's casual dining restaurants, the impact of the COVID-19 pandemic, increased securitization expenses following the manager transition a (manger termination event was declared on Sept. 5, 2024), potential disruption stemming from TGI Friday's Inc.'s bankruptcy filing on Nov. 2, 2024, and the virtual certainty of a payment default over the next 12 months. ]]>Fri, 06 Dec 2024 12:00:00 GMT00:07:45<![CDATA[ We’re joined by esoteric ABS credit analyst Christine Dalton to do a deep dive on the Nov. 4, 2024, downgrade of TGIF Funding LLC’s series 2017-1 class A-2. We look back at the deteriorating operating performance of TGI Friday's casual dining restaurants, the impact of the COVID-19 pandemic, increased securitization expenses following the manager transition a (manger termination event was declared on Sept. 5, 2024), potential disruption stemming from TGI Friday's Inc.'s bankruptcy filing on Nov. 2, 2024, and the virtual certainty of a payment default over the next 12 months. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/2024-12-06-take-notes-ep-84Was776bzphmnbfiEwsuTCeBusiness<![CDATA[ Take Notes: Why TGIF Funding LLC’s Series 2017-1 Class A-2 Was Downgraded ]]>T<![CDATA[ Joseph Cass ]]>http://play.vidyard.com/PDacqqpXT5t3cnWz5ZKVDw.jpgPDacqqpXT5t3cnWz5ZKVDwhttps://share.vidyard.com/watch/PDacqqpXT5t3cnWz5ZKVDwhttps://share.vidyard.com/watch/PDacqqpXT5t3cnWz5ZKVDw<![CDATA[ In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. ]]>Thu, 21 Nov 2024 12:00:00 GMT00:36:18<![CDATA[ In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/2024q4_fixed-income-in-15_ep53-michael-aroughetPDacqqpXT5t3cnWz5ZKVDwBusiness<![CDATA[ Fixed Income In 15 Ep 53 with Michael Aroughet ]]><![CDATA[ Joseph Cass ]]>Thttp://play.vidyard.com/XgUbyDMES3MBQgffzRri33.jpgXgUbyDMES3MBQgffzRri33https://share.vidyard.com/watch/XgUbyDMES3MBQgffzRri33https://share.vidyard.com/watch/XgUbyDMES3MBQgffzRri33<![CDATA[ After two years of muted issuance, the U.S. BSL CLO market has roared back to life, with about $165 billion in issuance to date. We’re joined by CLO Sector Lead Stephen Anderberg to discuss what’s driving this active market (e.g., benign credit outlook and continuing strong demand for high-quality floating-rate assets), where we think the market will end up at the end of the year, and the status of refinancings and resets, specifically. ]]>Fri, 15 Nov 2024 12:00:00 GMT00:12:05<![CDATA[ After two years of muted issuance, the U.S. BSL CLO market has roared back to life, with about $165 billion in issuance to date. We’re joined by CLO Sector Lead Stephen Anderberg to discuss what’s driving this active market (e.g., benign credit outlook and continuing strong demand for high-quality floating-rate assets), where we think the market will end up at the end of the year, and the status of refinancings and resets, specifically. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/2024-11-15-take-notes-ep-83XgUbyDMES3MBQgffzRri33Business<![CDATA[ Take Notes: U.S. BSL CLO Market Roars Back To Life In 2024, With Cautious Optimism For Leveraged Finance ]]>T<![CDATA[ Annia Mayerstein ]]>http://play.vidyard.com/DuUrZz8ZzS8EtiCbbm6E6t.jpgDuUrZz8ZzS8EtiCbbm6E6thttps://share.vidyard.com/watch/DuUrZz8ZzS8EtiCbbm6E6thttps://share.vidyard.com/watch/DuUrZz8ZzS8EtiCbbm6E6t<![CDATA[ En nuestro episodio inaugural, Annia Mayerstein, antropóloga social y analista de finanzas sostenibles, nos ofrece un panorama del mercado de finanzas sostenibles en América Latina y nos guiará para c ]]>Mon, 28 Oct 2024 12:00:00 GMT00:04:21<![CDATA[ En nuestro episodio inaugural, Annia Mayerstein, antropóloga social y analista de finanzas sostenibles, nos ofrece un panorama del mercado de finanzas sostenibles en América Latina y nos guiará para c ]]>Spanishhttps://www.spglobal.com/ratings/es/multimedia/2024/2024-10-28-sustainable-finance-in-latam-explorando-el-mercado-de-finanzas-sosteniblesDuUrZz8ZzS8EtiCbbm6E6tBusiness<![CDATA[ Explorando el Mercado de Finanzas Sostenibles ]]><![CDATA[ Annia Mayerstein ]]>T<![CDATA[ Déborah Siqueira ]]>http://play.vidyard.com/htfNwnDJp3d12U5PA3gE4w.jpghtfNwnDJp3d12U5PA3gE4whttps://share.vidyard.com/watch/htfNwnDJp3d12U5PA3gE4whttps://share.vidyard.com/watch/htfNwnDJp3d12U5PA3gE4w<![CDATA[ Em nosso episódio inaugural, Déborah Siqueira, analista de finanças sustentáveis da S&P Global Ratings, economista, mestranda em Governança Corporativa e especialista em Estratégia de Sustentabilidade, expõe uma visão geral do mercado de finanças sustentáveis na América Latina. Ela explica como os investimentos sustentáveis transformam o mercado financeiro e a relevância dos insights independentes e avaliações de transição climática produzidos por nossa equipe de especialistas. ]]>Mon, 28 Oct 2024 12:00:00 GMT00:05:29<![CDATA[ Em nosso episódio inaugural, Déborah Siqueira, analista de finanças sustentáveis da S&P Global Ratings, economista, mestranda em Governança Corporativa e especialista em Estratégia de Sustentabilidade, expõe uma visão geral do mercado de finanças sustentáveis na América Latina. Ela explica como os investimentos sustentáveis transformam o mercado financeiro e a relevância dos insights independentes e avaliações de transição climática produzidos por nossa equipe de especialistas. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2024/2024-10-28-sustainable-finance-in-latam-explorando-o-mercado-financeiro-sustentavelhtfNwnDJp3d12U5PA3gE4wBusiness<![CDATA[ Explorando o Mercado Financeiro Sustentável ]]><![CDATA[ Déborah Siqueira ]]>T<![CDATA[ Leandro Albuquerque,Victor Nomiyama, CFA ]]>http://play.vidyard.com/CzHA5tD3SX4Kk51prsmc5f.jpgCzHA5tD3SX4Kk51prsmc5fhttps://share.vidyard.com/watch/CzHA5tD3SX4Kk51prsmc5fhttps://share.vidyard.com/watch/CzHA5tD3SX4Kk51prsmc5f<![CDATA[ No novo episódio do “Classe Sênior”, os analistas da S&P Global Ratings Leandro Albuquerque e Victor Nomiyama discutem a expansão da securitização do Saque-Aniversário FGTS e as razões por trás dela, os riscos específicos nestas estruturas e as novas propostas em discussão pelo governo federal para um novo formato de crédito consignado privado. ]]>Wed, 23 Oct 2024 12:00:00 GMT00:07:47<![CDATA[ No novo episódio do “Classe Sênior”, os analistas da S&P Global Ratings Leandro Albuquerque e Victor Nomiyama discutem a expansão da securitização do Saque-Aniversário FGTS e as razões por trás dela, os riscos específicos nestas estruturas e as novas propostas em discussão pelo governo federal para um novo formato de crédito consignado privado. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2024/2024-10-23-expansao-da-securitizacao-do-saque-aniversario-fgts-e-suas-implicacoesCzHA5tD3SX4Kk51prsmc5fBusiness<![CDATA[ Expansão da securitização do Saque-Aniversário FGTS e suas implicações ]]><![CDATA[ Leandro Albuquerque,Victor Nomiyama, CFA ]]>T<![CDATA[ Sandeep Chana,Hina Shoeb ]]>http://play.vidyard.com/ZMQkT1qDD1Ydg34zXj97Lp.jpgZMQkT1qDD1Ydg34zXj97Lphttps://share.vidyard.com/watch/ZMQkT1qDD1Ydg34zXj97Lphttps://share.vidyard.com/watch/ZMQkT1qDD1Ydg34zXj97Lp<![CDATA[ After the summer break, Hina and Sandeep are joined by John Finn to discuss our recent Structured Finance conference, new features in CLO documentation, recent CLO performance. ]]>Fri, 04 Oct 2024 12:00:00 GMT00:10:23<![CDATA[ After the summer break, Hina and Sandeep are joined by John Finn to discuss our recent Structured Finance conference, new features in CLO documentation, recent CLO performance. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/04_10_24-clos-podcast-s6-e6ZMQkT1qDD1Ydg34zXj97LpBusiness<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: What's New For CLOs? ]]><![CDATA[ Sandeep Chana,Hina Shoeb ]]>T<![CDATA[ Joseph Cass,Sudeep Kesh ]]>http://play.vidyard.com/s8R2rgogRGLeijLDZPejW2.jpgs8R2rgogRGLeijLDZPejW2https://share.vidyard.com/watch/s8R2rgogRGLeijLDZPejW2https://share.vidyard.com/watch/s8R2rgogRGLeijLDZPejW2<![CDATA[ In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings ]]>Wed, 04 Sep 2024 12:00:00 GMT00:43:13<![CDATA[ In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/2024q3_fixed-income-in-15_ep50-mohamed-el-erians8R2rgogRGLeijLDZPejW2Business<![CDATA[ Fixed Income In 15: Ep 50 Mohamed El-Erian ]]><![CDATA[ Joseph Cass,Sudeep Kesh ]]>T<![CDATA[ José Coballasi,Antonio Zellek,Joydeep Mukherji,Alfredo Calvo,Claudia Sánchez,Daniel Castineyra,Omar A De la Torre Ponce De León ]]>http://play.vidyard.com/oMhRKWxTtqemMpFp8RNeZF.jpgoMhRKWxTtqemMpFp8RNeZFhttps://share.vidyard.com/watch/oMhRKWxTtqemMpFp8RNeZFhttps://share.vidyard.com/watch/oMhRKWxTtqemMpFp8RNeZF<![CDATA[ Escuche a los analistas líderes de S&P Global Ratings para México, junto a nuestro anfitrión José Coballasi, explorar los desafíos y condiciones que enfrentará el próximo gobierno del país, encabezado ]]>Thu, 20 Jun 2024 12:00:00 GMT00:14:21<![CDATA[ Escuche a los analistas líderes de S&P Global Ratings para México, junto a nuestro anfitrión José Coballasi, explorar los desafíos y condiciones que enfrentará el próximo gobierno del país, encabezado ]]>Spanishhttps://www.spglobal.com/ratings/es/multimedia/2024/2024-06-20-escenario-base-mexico-los-retos-del-proximo-gobiernooMhRKWxTtqemMpFp8RNeZFBusiness<![CDATA[ México, los retos del próximo gobierno ]]><![CDATA[ José Coballasi,Antonio Zellek,Joydeep Mukherji,Alfredo Calvo,Claudia Sánchez,Daniel Castineyra,Omar A De la Torre Ponce De León ]]>T<![CDATA[ Joseph Cass,Ruth Yang ]]>http://play.vidyard.com/nAq5SN9DSPyLU4hEEodYsR.jpgnAq5SN9DSPyLU4hEEodYsRhttps://share.vidyard.com/watch/nAq5SN9DSPyLU4hEEodYsRhttps://share.vidyard.com/watch/nAq5SN9DSPyLU4hEEodYsR<![CDATA[ James Keenan, CIO and Global Head of Private Debt at BlackRock and Ruth Yang, Global Head of Private Markets Analytics at S&P Global Ratings discuss the rise in popularity of private markets. ]]>Mon, 03 Jun 2024 12:00:00 GMT00:28:43<![CDATA[ James Keenan, CIO and Global Head of Private Debt at BlackRock and Ruth Yang, Global Head of Private Markets Analytics at S&P Global Ratings discuss the rise in popularity of private markets. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/2024q2_fixed-income-in-15_ep47-james-keenannAq5SN9DSPyLU4hEEodYsRBusiness<![CDATA[ Ep 47: BlackRock's James Keenan on Navigating the Private Markets Landscape ]]><![CDATA[ Joseph Cass,Ruth Yang ]]>Thttp://play.vidyard.com/UdPv54TW4XreT5Z5CDeVAi.jpgUdPv54TW4XreT5Z5CDeVAihttps://share.vidyard.com/watch/UdPv54TW4XreT5Z5CDeVAihttps://share.vidyard.com/watch/UdPv54TW4XreT5Z5CDeVAi<![CDATA[ In this episode, Hina Shoeb and Mohamed Ali connect with Dr. Mohamed Damak, Analytical Manager, Cross Practice Rating, Middle East, to discuss the outlook for the GCC banking sector. ]]>Thu, 30 Apr 2026 04:00:00 GMT00:14:50<![CDATA[ In this episode, Hina Shoeb and Mohamed Ali connect with Dr. Mohamed Damak, Analytical Manager, Cross Practice Rating, Middle East, to discuss the outlook for the GCC banking sector. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/middle-east-credit-gateway-gcc-banking-sectorUdPv54TW4XreT5Z5CDeVAiBusiness<![CDATA[ Middle East Credit Gateway Episode 2 : Understanding the GCC banking sector ]]>T<![CDATA[ Casper Andersen,Alastair Bigley ]]>http://play.vidyard.com/FxvVyNpP6L1iZCYCSuCHkH.jpgFxvVyNpP6L1iZCYCSuCHkHhttps://share.vidyard.com/watch/FxvVyNpP6L1iZCYCSuCHkHhttps://share.vidyard.com/watch/FxvVyNpP6L1iZCYCSuCHkH<![CDATA[ We expect credit conditions to weaken in the next 12 months. We believe the war in the Middle East may be the catalyst that finally pushes the credit cycle--and the prolonged favorable financing conditions--to turn. ]]>Fri, 24 Apr 2026 12:00:00 GMT00:03:20<![CDATA[ We expect credit conditions to weaken in the next 12 months. We believe the war in the Middle East may be the catalyst that finally pushes the credit cycle--and the prolonged favorable financing conditions--to turn. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/global-credit-conditions-q2-2026FxvVyNpP6L1iZCYCSuCHkHBusiness<![CDATA[ Global Credit Conditions Q2 2026 ]]><![CDATA[ Casper Andersen,Alastair Bigley ]]>T<![CDATA[ Casper Andersen,Alastair Bigley ]]>http://play.vidyard.com/ 9mSqqCJS1BL3P1KPvYhcZ7.jpg 9mSqqCJS1BL3P1KPvYhcZ7https://share.vidyard.com/watch/ 9mSqqCJS1BL3P1KPvYhcZ7https://share.vidyard.com/watch/ 9mSqqCJS1BL3P1KPvYhcZ7<![CDATA[ S&P Global Ratings’ covered bond sector lead Casper Andersen and his colleague Judit Papp talk about the latest rating trends in the Dutch covered bond market. Mr. Andersen is then joined by Maureen Schuller, Head of Financials Sector Strategy at ING, to discuss the Dutch pension market reform and the role of securitization in the Dutch covered bond market. Finally, he chats with his colleague and RMBS sector lead Alastair Bigley about the adoption of agentic AI in mortgage origination. ]]>Tue, 14 Apr 2026 12:00:00 GMT00:01:00<![CDATA[ S&P Global Ratings’ covered bond sector lead Casper Andersen and his colleague Judit Papp talk about the latest rating trends in the Dutch covered bond market. Mr. Andersen is then joined by Maureen Schuller, Head of Financials Sector Strategy at ING, to discuss the Dutch pension market reform and the role of securitization in the Dutch covered bond market. Finally, he chats with his colleague and RMBS sector lead Alastair Bigley about the adoption of agentic AI in mortgage origination. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/26_04_14-covered-bonds-uncovered-dutch-market-dynamics-and-ai-in-mortgage-origination 9mSqqCJS1BL3P1KPvYhcZ7Business<![CDATA[ Covered Bonds Uncovered: Dutch Market Dynamics And AI In Mortgage Origination ]]><![CDATA[ Casper Andersen,Alastair Bigley ]]>T<![CDATA[ Jadson Andrade ]]>http://play.vidyard.com/2MMxTJsWFDeFVJetG6zHMd.jpg2MMxTJsWFDeFVJetG6zHMdhttps://share.vidyard.com/watch/2MMxTJsWFDeFVJetG6zHMdhttps://share.vidyard.com/watch/2MMxTJsWFDeFVJetG6zHMd<![CDATA[ Neste episódio do Além do Rating, discutimos como o crédito atrelado a KPIs de sustentabilidade está evoluindo no Brasil e na América Latina — e exploramos possíveis impactos para investidores. Com a visão de Henri Rysman (BNP Paribas Asset Management) e Rafael Janequine (S&P Global Ratings), a conversa explora materialidade, risco de crédito, custo de capital e o papel do ESG na disciplina de mercado. ]]>Thu, 09 Apr 2026 17:43:00 GMT00:43:24<![CDATA[ Neste episódio do Além do Rating, discutimos como o crédito atrelado a KPIs de sustentabilidade está evoluindo no Brasil e na América Latina — e exploramos possíveis impactos para investidores. Com a visão de Henri Rysman (BNP Paribas Asset Management) e Rafael Janequine (S&P Global Ratings), a conversa explora materialidade, risco de crédito, custo de capital e o papel do ESG na disciplina de mercado. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/henri-rysman-bnp-paribas-asset-management-sobre-esg-titulos-sustentaveis-credito-e-disciplina-de-mercado2MMxTJsWFDeFVJetG6zHMdBusiness<![CDATA[ Henri Rysman (BNP Paribas Asset Management) sobre ESG, títulos sustentáveis, crédito e disciplina de mercado ]]><![CDATA[ Jadson Andrade ]]>T<![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>http://play.vidyard.com/dahQQFzY3cpnyToiWeNUCZ.jpgdahQQFzY3cpnyToiWeNUCZhttps://share.vidyard.com/watch/dahQQFzY3cpnyToiWeNUCZhttps://share.vidyard.com/watch/dahQQFzY3cpnyToiWeNUCZ<![CDATA[ Listen to the latest BankNotes podcast hosted by Osman Sattar with S&P Global Ratings’ analysts Richard Barnes and Brendan Browne, as they dive into the world of Significant Risk Transfers (SRTs). Key takeaways: • SRTs allow banks to offload credit risk to third-party investors, driven by regulatory capital relief & risk management. • Usage is increasing in both Europe & the US, with Europe leading the way. • Regulators are paying attention – the Fed clarified rules in 2023, and European regulators are generally constructive. • We assess banks’ use of SRTs within a bank’s overall risk and capital management framework ]]>Mon, 30 Mar 2026 12:00:00 GMT00:12:55<![CDATA[ Listen to the latest BankNotes podcast hosted by Osman Sattar with S&P Global Ratings’ analysts Richard Barnes and Brendan Browne, as they dive into the world of Significant Risk Transfers (SRTs). Key takeaways: • SRTs allow banks to offload credit risk to third-party investors, driven by regulatory capital relief & risk management. • Usage is increasing in both Europe & the US, with Europe leading the way. • Regulators are paying attention – the Fed clarified rules in 2023, and European regulators are generally constructive. • We assess banks’ use of SRTs within a bank’s overall risk and capital management framework ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/banknotesep4dahQQFzY3cpnyToiWeNUCZBusiness<![CDATA[ BankNotes: Significant Risk Transfers ]]><![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>T<![CDATA[ Jadson Andrade ]]>http://play.vidyard.com/YTxtcfNzbMXXkTWqM4tsB8.jpgYTxtcfNzbMXXkTWqM4tsB8https://share.vidyard.com/watch/YTxtcfNzbMXXkTWqM4tsB8https://share.vidyard.com/watch/YTxtcfNzbMXXkTWqM4tsB8<![CDATA[ Com juros elevados e um cenário geopolítico complexo, como se preparar para 2026? Jadson Andrade, analisa com Victor Tofolo (BRAM) e Wendell Sacramoni as perspectivas para o mercado de crédito, os setores mais resilientes e as estratégias para maximizar os retornos. ]]>Mon, 09 Mar 2026 14:44:00 GMT00:41:40<![CDATA[ Com juros elevados e um cenário geopolítico complexo, como se preparar para 2026? Jadson Andrade, analisa com Victor Tofolo (BRAM) e Wendell Sacramoni as perspectivas para o mercado de crédito, os setores mais resilientes e as estratégias para maximizar os retornos. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/victor-tofolo-bradesco-asset-sobre-o-que-esperar-do-mercado-de-credito-em-2026YTxtcfNzbMXXkTWqM4tsB8Business<![CDATA[ Victor Tofolo (Bradesco Asset) sobre o que esperar do mercado de Crédito Brasileiro em 2026 ]]><![CDATA[ Jadson Andrade ]]>T<![CDATA[ Casper Andersen,Andrew South ]]>http://play.vidyard.com/ tNKeTWxxf2iHNofKwiU4Xn.jpg tNKeTWxxf2iHNofKwiU4Xnhttps://share.vidyard.com/watch/ tNKeTWxxf2iHNofKwiU4Xnhttps://share.vidyard.com/watch/ tNKeTWxxf2iHNofKwiU4Xn<![CDATA[ S&P Global Ratings’ covered bond sector lead Casper Andersen and his colleague Andrew South talk about the latest rating trends in the Danish & Swedish covered bond markets. Mr. Andersen is then joined by Nordea’s Director and Head of Trading Strategy Anders Skytte Aalund and Swedbank’s Head of Long-Term Funding and Sustainability Kerstin Ahlqvist to discuss euro issuance and the role of leverage fund investors in the Danish and Swedish covered bond markets. ]]>Mon, 02 Mar 2026 13:00:00 GMT00:01:00<![CDATA[ S&P Global Ratings’ covered bond sector lead Casper Andersen and his colleague Andrew South talk about the latest rating trends in the Danish & Swedish covered bond markets. Mr. Andersen is then joined by Nordea’s Director and Head of Trading Strategy Anders Skytte Aalund and Swedbank’s Head of Long-Term Funding and Sustainability Kerstin Ahlqvist to discuss euro issuance and the role of leverage fund investors in the Danish and Swedish covered bond markets. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/26_03_02-covered-bonds-uncovered-danish-and-swedish-covered-bond-market-dynamics-and-rating-trends tNKeTWxxf2iHNofKwiU4XnBusiness<![CDATA[ Covered Bonds Uncovered: Danish And Swedish Covered Bond Market Dynamics And Rating Trends ]]><![CDATA[ Casper Andersen,Andrew South ]]>Thttp://play.vidyard.com/c3MukhyTi8ELSmBgPBPejd.jpgc3MukhyTi8ELSmBgPBPejdhttps://share.vidyard.com/watch/c3MukhyTi8ELSmBgPBPejdhttps://share.vidyard.com/watch/c3MukhyTi8ELSmBgPBPejd<![CDATA[ In this, our inaugural episode of The Health Care Credit Beat podcast, we share our 2026 credit ratings outlook for the pharmaceutical industry, an industry that is facing a number of high profile legislative developments, such as most-favored-nation drug pricing and potential tariffs, major patent expirations in the next couple of years, and is also seeing increasing M&A activity. ]]>Wed, 25 Feb 2026 12:00:00 GMT00:31:37<![CDATA[ In this, our inaugural episode of The Health Care Credit Beat podcast, we share our 2026 credit ratings outlook for the pharmaceutical industry, an industry that is facing a number of high profile legislative developments, such as most-favored-nation drug pricing and potential tariffs, major patent expirations in the next couple of years, and is also seeing increasing M&A activity. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/pharmaceutical-industry-outlook-2026c3MukhyTi8ELSmBgPBPejdBusiness<![CDATA[ The Health Care Credit Beat: Pharmaceutical Industry Outlook 2026 ]]>T<![CDATA[ Jadson Andrade,Victor Laudisio ]]>http://play.vidyard.com/hjudGDoviwNDdiNYEZE554.jpghjudGDoviwNDdiNYEZE554https://share.vidyard.com/watch/hjudGDoviwNDdiNYEZE554https://share.vidyard.com/watch/hjudGDoviwNDdiNYEZE554<![CDATA[ Neste episódio, Jadson Andrade e Victor Laudisio, oferecem insights sobre o estresse hídrico enfrentado pelos data centers. ]]>Mon, 23 Feb 2026 18:19:00 GMT00:25:19<![CDATA[ Neste episódio, Jadson Andrade e Victor Laudisio, oferecem insights sobre o estresse hídrico enfrentado pelos data centers. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/o-estresse-hidrico-em-data-centers--um-risco-estrategico-para-inhjudGDoviwNDdiNYEZE554Business<![CDATA[ O estresse hídrico em data centers: um risco estratégico para investidores ]]><![CDATA[ Jadson Andrade,Victor Laudisio ]]>T<![CDATA[ Casper Andersen ]]>http://play.vidyard.com/oef7UvoFiAtPyz2hMTozXa.jpgoef7UvoFiAtPyz2hMTozXahttps://share.vidyard.com/watch/oef7UvoFiAtPyz2hMTozXahttps://share.vidyard.com/watch/oef7UvoFiAtPyz2hMTozXa<![CDATA[ S&P Global Ratings’ covered bond sector leads, Casper Andersen and Antonio Farina, discuss what’s in store for covered bonds in 2026. Mr. Andersen is then joined by colleagues Elena Iparraguirre, Senior Financial Institutions Analyst, and Marta Escutia, Senior Covered Bond Analyst, to discuss the latest trends in the Spanish covered bond market. ]]>Fri, 30 Jan 2026 00:00:00 GMT00:23:09<![CDATA[ S&P Global Ratings’ covered bond sector leads, Casper Andersen and Antonio Farina, discuss what’s in store for covered bonds in 2026. Mr. Andersen is then joined by colleagues Elena Iparraguirre, Senior Financial Institutions Analyst, and Marta Escutia, Senior Covered Bond Analyst, to discuss the latest trends in the Spanish covered bond market. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/26_01_30-covered-bonds-uncovered-outlook-spanish-market-dynamics-and-rating-trends1oef7UvoFiAtPyz2hMTozXaBusiness<![CDATA[ Covered Bonds Uncovered: Outlook, Spanish Market Dynamics, And Rating Trends ]]><![CDATA[ Casper Andersen ]]>T<![CDATA[ Jadson Andrade ]]>http://play.vidyard.com/ppUwP9UJWc3BozFSKxzhkA.jpgppUwP9UJWc3BozFSKxzhkAhttps://share.vidyard.com/watch/ppUwP9UJWc3BozFSKxzhkAhttps://share.vidyard.com/watch/ppUwP9UJWc3BozFSKxzhkA<![CDATA[ Este podcast é dedicado à análise aprofundada do mercado de crédito na América Latina. Nosso objetivo é oferecer uma visão clara e fundamentada sobre as principais dinâmicas do setor, discutir projeções setoriais e avaliar tendências que impactam o mercado de crédito e renda fixa. Em cada episódio, você terá acesso a insights exclusivos de especialistas, gestores e analistas, com análises de risco e oportunidades para apoiar decisões estratégicas. ]]>Wed, 21 Jan 2026 17:03:00 GMT00:00:49<![CDATA[ Este podcast é dedicado à análise aprofundada do mercado de crédito na América Latina. Nosso objetivo é oferecer uma visão clara e fundamentada sobre as principais dinâmicas do setor, discutir projeções setoriais e avaliar tendências que impactam o mercado de crédito e renda fixa. Em cada episódio, você terá acesso a insights exclusivos de especialistas, gestores e analistas, com análises de risco e oportunidades para apoiar decisões estratégicas. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/bem-vindo-ao-alem-do-ratingppUwP9UJWc3BozFSKxzhkABusiness<![CDATA[ Bem-vindo ao Além do Rating! ]]><![CDATA[ Jadson Andrade ]]>T<![CDATA[ Casper Andersen,Frank Gill ]]>http://play.vidyard.com/Zv88vxT8baNMfaw7shknge.jpgZv88vxT8baNMfaw7shkngehttps://share.vidyard.com/watch/Zv88vxT8baNMfaw7shkngehttps://share.vidyard.com/watch/Zv88vxT8baNMfaw7shknge<![CDATA[ S&P Global Ratings’ covered bond sector lead Casper Andersen and Olaf Pimper of Commerzbank discuss the latest developments in the German covered bond market. Casper is then joined by sovereign sector lead Frank Gill and senior covered bond analyst Denitsa Carouget to examine current sovereign rating trends and their potential implications for covered bonds. ]]>Fri, 19 Dec 2025 13:00:00 GMT00:26:59<![CDATA[ S&P Global Ratings’ covered bond sector lead Casper Andersen and Olaf Pimper of Commerzbank discuss the latest developments in the German covered bond market. Casper is then joined by sovereign sector lead Frank Gill and senior covered bond analyst Denitsa Carouget to examine current sovereign rating trends and their potential implications for covered bonds. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25_12_19-covered-bonds-uncovered-german-market-dynamics-and-sovereign-rating-trendsZv88vxT8baNMfaw7shkngeBusiness<![CDATA[ Covered Bonds Uncovered: German Market Dynamics And Sovereign Rating Trends ]]><![CDATA[ Casper Andersen,Frank Gill ]]>T<![CDATA[ Victor Laudisio,Rafael Janequine ]]>http://play.vidyard.com/6iuEVpwmnkRstbCnqbLxkE.jpg6iuEVpwmnkRstbCnqbLxkEhttps://share.vidyard.com/watch/6iuEVpwmnkRstbCnqbLxkEhttps://share.vidyard.com/watch/6iuEVpwmnkRstbCnqbLxkE<![CDATA[ Neste episódio, Rafael Janequine, Diretor de Finanças Sustentáveis para a América Latina, e Victor Laudisio, Especialista em Natureza Global, discutem os resultados da COP 30 e se eles corresponderam às expectativas. Eles falam sobre os avanços na agenda de adaptação climática, os desafios para a transição climática, a situação em torno da eliminação de combustíveis fósseis, e se os investimentos e iniciativas para a adaptação às mudanças climáticas são suficientes. Também comentam sobre a importância do Tropical Forest Forever Facility (TFFF), que foi anunciado oficialmente na COP 30, e as novidades da conferência PRI in Person (PRI – Princípios para o Investimento Responsável, na sigla em inglês) realizada em São Paulo este ano. ]]>Thu, 18 Dec 2025 12:56:00 GMT00:26:31<![CDATA[ Neste episódio, Rafael Janequine, Diretor de Finanças Sustentáveis para a América Latina, e Victor Laudisio, Especialista em Natureza Global, discutem os resultados da COP 30 e se eles corresponderam às expectativas. Eles falam sobre os avanços na agenda de adaptação climática, os desafios para a transição climática, a situação em torno da eliminação de combustíveis fósseis, e se os investimentos e iniciativas para a adaptação às mudanças climáticas são suficientes. Também comentam sobre a importância do Tropical Forest Forever Facility (TFFF), que foi anunciado oficialmente na COP 30, e as novidades da conferência PRI in Person (PRI – Princípios para o Investimento Responsável, na sigla em inglês) realizada em São Paulo este ano. ]]>Portuguesehttps://www.spglobal.com/ratings/pt/multimedia/2025/resultados-da-cop-30-mais-financiamento-mas-ainda-falta-um-plano-claro-para-a-eliminacao-de-combustiveis-fosseis6iuEVpwmnkRstbCnqbLxkEBusiness<![CDATA[ Resultados da COP 30: Mais financiamento, mas ainda falta um plano claro para a eliminação de combustíveis fósseis ]]><![CDATA[ Victor Laudisio,Rafael Janequine ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/Pxn5fWFtSbG8dp7WhYow9a.jpgPxn5fWFtSbG8dp7WhYow9ahttps://share.vidyard.com/watch/Pxn5fWFtSbG8dp7WhYow9ahttps://share.vidyard.com/watch/Pxn5fWFtSbG8dp7WhYow9a<![CDATA[ In this episode, Hina and Sandeep wrap up developments across the European Leveraged Finance and CLO markets, joined by Marta Stojanova, Head of European Leveraged Finance. Together, they unpack the major themes shaping the market, including: • Nearly $250 billion in issuance in 2025 • Key trends in credit estimates • Shifts in the average EBITDA size of issuers • What these developments mean for mid-market CLOs going into 2026 ]]>Tue, 16 Dec 2025 13:20:00 GMT00:11:32<![CDATA[ In this episode, Hina and Sandeep wrap up developments across the European Leveraged Finance and CLO markets, joined by Marta Stojanova, Head of European Leveraged Finance. Together, they unpack the major themes shaping the market, including: • Nearly $250 billion in issuance in 2025 • Key trends in credit estimates • Shifts in the average EBITDA size of issuers • What these developments mean for mid-market CLOs going into 2026 ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25-12-16-clos-and-levfin-podcast-s7e9Pxn5fWFtSbG8dp7WhYow9aBusiness<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: Trends in European Leveraged Finance and Private Credit ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/Heyhc2ieLJcDN8HUN35xfx.jpgHeyhc2ieLJcDN8HUN35xfxhttps://share.vidyard.com/watch/Heyhc2ieLJcDN8HUN35xfxhttps://share.vidyard.com/watch/Heyhc2ieLJcDN8HUN35xfx<![CDATA[ In this edition, Hina and Sandeep are joined by Frank Gill, our EMEA Sovereign Sector Lead, to explore how the sovereign downgrade of France has impacted the European CLO market. ]]>Thu, 27 Nov 2025 13:20:00 GMT00:12:26<![CDATA[ In this edition, Hina and Sandeep are joined by Frank Gill, our EMEA Sovereign Sector Lead, to explore how the sovereign downgrade of France has impacted the European CLO market. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25-11-27-clos-and-levfin-podcast-s7e8Heyhc2ieLJcDN8HUN35xfxBusiness<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: How France’s Downgrade Impacts European CLOs ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>T<![CDATA[ Casper Andersen ]]>http://play.vidyard.com/RM5NgbVzWNWkpvBBpz22QF.jpgRM5NgbVzWNWkpvBBpz22QFhttps://share.vidyard.com/watch/RM5NgbVzWNWkpvBBpz22QFhttps://share.vidyard.com/watch/RM5NgbVzWNWkpvBBpz22QF<![CDATA[ In this episode, S&P Global Ratings credit analyst Casper Andersen discusses recent developments in the commercial real estate (CRE) market and their implications for covered bonds with his colleague and commercial mortgage-backed securities expert Mathias Herzog. He is then joined by S&P Global Ratings EMEA economist Aude Guez to talk about the recently published European housing price forecast and what to look out for in the second half of 2025. ]]>Fri, 12 Sep 2025 12:00:00 GMT00:17:08<![CDATA[ In this episode, S&P Global Ratings credit analyst Casper Andersen discusses recent developments in the commercial real estate (CRE) market and their implications for covered bonds with his colleague and commercial mortgage-backed securities expert Mathias Herzog. He is then joined by S&P Global Ratings EMEA economist Aude Guez to talk about the recently published European housing price forecast and what to look out for in the second half of 2025. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25_09_12-covered-bonds-uncovered-commercial-real-estate-recovery-and-housing-prices-on-the-riseRM5NgbVzWNWkpvBBpz22QFBusiness<![CDATA[ Covered Bonds Uncovered Podcast: Commercial Real Estate Recovery and Housing Prices On The Rise ]]><![CDATA[ Casper Andersen ]]>T<![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>http://play.vidyard.com/qYb4UvhvziMkK7cXjeRRVm.jpgqYb4UvhvziMkK7cXjeRRVmhttps://share.vidyard.com/watch/qYb4UvhvziMkK7cXjeRRVmhttps://share.vidyard.com/watch/qYb4UvhvziMkK7cXjeRRVm<![CDATA[ Host Osman Sattar sits down with Giles Edwards, Stuart Plesser, and Kensuke Sugihara to explore current trends shaping bank regulation and supervision worldwide. Recent calls for regulatory simplification—particularly in the U.S., where regulators are reviewing capital requirements and considering adjustments for smaller banks—are prompting a re-evaluation. Discover how these shifts might impact bank ratings and learn what S&P Global Ratings is closely monitoring as the regulatory landscape continues to evolve. ]]>Fri, 15 Aug 2025 12:00:00 GMT00:22:17<![CDATA[ Host Osman Sattar sits down with Giles Edwards, Stuart Plesser, and Kensuke Sugihara to explore current trends shaping bank regulation and supervision worldwide. Recent calls for regulatory simplification—particularly in the U.S., where regulators are reviewing capital requirements and considering adjustments for smaller banks—are prompting a re-evaluation. Discover how these shifts might impact bank ratings and learn what S&P Global Ratings is closely monitoring as the regulatory landscape continues to evolve. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/banknotes1qYb4UvhvziMkK7cXjeRRVmBusiness<![CDATA[ BankNotes: Bank Regulation ]]><![CDATA[ Osman Sattar,Nicolas Charnay,Brendan Browne ]]>Thttp://play.vidyard.com/ry7ku2ybAWWidRkHFKhZ6t.jpgry7ku2ybAWWidRkHFKhZ6thttps://share.vidyard.com/watch/ry7ku2ybAWWidRkHFKhZ6thttps://share.vidyard.com/watch/ry7ku2ybAWWidRkHFKhZ6t<![CDATA[ While European Structured Finance issuance has been strong in the first half of the year, some investors believe that deteriorating macro fundamentals and geopolitical risks are not being sufficiently priced in. We touch on the evolving European investor sentiment over the last few months, the growth of private credit markets (and increasing focus on asset-based finance), and our expectations for the second half of 2025 (in overall issuance, regional growth, regulations, etc.). ]]>Thu, 14 Aug 2025 12:00:00 GMT00:11:15<![CDATA[ While European Structured Finance issuance has been strong in the first half of the year, some investors believe that deteriorating macro fundamentals and geopolitical risks are not being sufficiently priced in. We touch on the evolving European investor sentiment over the last few months, the growth of private credit markets (and increasing focus on asset-based finance), and our expectations for the second half of 2025 (in overall issuance, regional growth, regulations, etc.). ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/take-notes-ep-91ry7ku2ybAWWidRkHFKhZ6tBusiness<![CDATA[ Take Notes: European Structured Finance Mid-Year Update: Issuance Is Strong, But Performance Concerns Remain ]]>T<![CDATA[ Hina Shoeb,Sandeep Chana ]]>http://play.vidyard.com/q9uHseFM8cepnH5kZDH8t1.jpgq9uHseFM8cepnH5kZDH8t1https://share.vidyard.com/watch/q9uHseFM8cepnH5kZDH8t1https://share.vidyard.com/watch/q9uHseFM8cepnH5kZDH8t1<![CDATA[ In this episode, Hina and Sandeep are joined by Remi Bringuier to take a closer look at Colisee’s credit profile. We break down the most recent performance data, walk through our rationale for CCC rating category, and spotlight the key credit factors and trends we’re monitoring closely. ]]>Tue, 22 Jul 2025 12:20:00 GMT00:06:53<![CDATA[ In this episode, Hina and Sandeep are joined by Remi Bringuier to take a closer look at Colisee’s credit profile. We break down the most recent performance data, walk through our rationale for CCC rating category, and spotlight the key credit factors and trends we’re monitoring closely. ]]>Englishhttps://www.spglobal.com/ratings/en/multimedia/25_07_22-clos-and-levfin-podcast-s7e6q9uHseFM8cepnH5kZDH8t1Business<![CDATA[ Leveraged Finance & CLOs Uncovered Podcast: Colisee’s Credit Profile & Performance Trends ]]><![CDATA[ Hina Shoeb,Sandeep Chana ]]>