In a lockdown special, this month Joe asked his guests, Paul Donovan (Chief Economist, UBS) Michael Arone (Chief Investment Strategist, State Street Global Advisors) and our Global Head of Research Alexandra Dimitrijevic, to provide their views on the credit ramifications and economic fallout of the #COVID19 pandemic. 

Joe Cass hosted Global Head of Fixed Income Indexing at Vanguard, Paul Jakubowski, and S&P Global Ratings Head of Digital Research Strategy Gareth Williams on the latest episode of Fixed Income in 15. Discussion focussed on the challenges and opportunities for Vanguard in 2020, the dangers of ‘zombie companies’ and the rising popularity of index investing. Conversation turned to the importance of hiring good people, Paul’s gruelling morning workout routine and Gareth’s home music studio.

The latest episode of the Fixed Income in 15 podcast featured Xavier Baraton, Global CIO of Fixed Income at HSBC Global Asset Management and S&P Global Ratings Chief Economist – EMEA, Sylvain Broyer. Joe Cass served up questions on company culture, Infinity QE, Green QE and the challenges of maintaining a healthy work-life balance. Conversation turned to the future of asset management and how, as a part-time lecturer in Economics in Paris, Sylvain has seen the demographics and attitude of his students change over the past decade.

Joe Cass hosted Richard Lacaille, Global CIO of State Street Global Advisors, and S&P Global Ratings Head of Credit Ratings, Methodologies and Research Yann Le Pallec on the latest episode of Fixed Income in 15. Top of mind was global monetary policy levers, how State Street factor ESG into their investment process and S&P Global’s acquisition of the ESG Ratings Business from RobecoSAM. Discussion moved to credit ratings in China, skiing destination recommendations and Rick’s experience of becoming Global CIO at State Street in the midst of the 2008 financial crisis.

Joe Cass hosted Iain Stealey, International CIO of JP Morgan Asset Management and S&P Global’s Chief Economist Paul Gruenwald on the Fixed Income in 15 podcast. Conversation turned to investors expectation of the global bonds market in 2020 and indicators traditionally used to forecast a potential recession. Discussion moved on to England’s heart-breaking loss in the Rugby World Cup final and the most impressive person Paul met during his 16 year tenure at the IMF.

Joe Cass hosted the first ‘Fixed Income in 15’ podcast, a discussion on global bond market trends from the investors perspective alongside M&G Investments Global Head of Fixed Interest Jim Leaviss and S&P Global Ratings Alexandra Dimitrijevic. This episode featured debate on the ECB’s ‘QE Infinity’, the rise of ESG and S&P Global’s #ChangePays campaign.