Look Forward

In this episode of the Look Forward Podcast, host Molly Mintz reconnects with the audience as she dives deep into the critical role of data centers in the evolving landscape of artificial intelligence. Joined by experts Kelly Morgan and Brian Partridge from S&P Global's 451 Research and authors from our latest Look Forward Report, "Navigating the US data center power crunch: On-site solutions offer a faster path to power," the discussion explores the unprecedented demand for data center capacity fueled by generative AI and its implications for the U.S. economy.

As data centers become the backbone of the digital economy, we examine the challenges they face, including energy consumption, sustainability goals, and the pressure on the power grid. Our experts share insights on the investment boom in digital infrastructure, the potential risks associated with capital intensity, and the innovative solutions being explored to meet the growing energy demands."

Additionally, we look beyond U.S. borders to understand how regions like the Middle East are positioning themselves as emerging data center hubs. Tune in for a forward-looking conversation that highlights the transformative impact of data centers on global markets and the future of technology.

In this episode of the Look Forward Podcast, our new rotating host Molly Mintz makes her debut to explore the dynamic landscape of Africa's economy with authors from out latest Look Forward Journal "Look Forward: Unlocking Africa" and S&P Global Rating's experts Roberto Sifron-Arevalo, Samira Mensah, and Elijah Oliveros Rosen. Discover how Africa's abundant natural resources and youthful demographics present unprecedented investment opportunities, while also facing challenges in infrastructure, debt sustainability, and climate change.

Join us as we delve into the crucial role of credit ratings in enhancing financing strategies for sustainable development, and learn how domestic capital markets can drive economic growth. We also discuss the upcoming S&P Global Africa Summit, aimed at fostering dialogue and collaboration among stakeholders to address the continent's financial hurdles. Tune in for insights that will equip you to navigate the complexities of Africa's evolving markets and seize future opportunities!

In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsey Hall, Global Head of Thought Leadership at Sustainable One, and Eklavya Gupte, Head of Carbon News Reporting at S&P Global Commodity Insights. Together, they delve into the critical discussions surrounding COP 30, the "Davos of climate change." With the conference taking place in Brazil, the episode explores key themes such as carbon emissions reduction, the balance between economic development and sustainability, and the evolving role of private sector finance in climate adaptation. Tune in to gain insights on the geopolitical landscape, the significance of multilateralism, and the expectations for meaningful outcomes from this pivotal global gathering.

For more from Lindsey and Eklavya, please check our their respective podcasts

• All Things Systainable (Lindsey Hall)
• Energy Evolution (Eklavya Gupte)

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In this episode of the Look Forward Podcast from S&P Global, host Andy Critchlow delves into the complex landscape of decarbonizing the aviation sector. Joined by experts Roman Kramarchuk and Ina Clarita from S&P Global Commodity Insights, the discussion highlights the critical challenges of reducing carbon emissions in aviation, including the rising demand for sustainable aviation fuels (SAF) and the high costs associated with their production.

Listeners will gain insights into the current state of aviation emissions, the role of various feedstocks, and the fragmented policy environment impacting SAF adoption. The episode also explores the potential of emerging technologies, the importance of global cooperation in setting cohesive policies, and the implications for airlines and consumers as the industry strives for a more sustainable future.

Tune in to understand how these factors will shape the aviation sector's transition towards net-zero emissions and what it means for the future of air travel.

Don't forget to subscribe on Spotify, Apple Podcasts, or YouTube for more insightful discussions from S&P Global's Look Forward Podcast!

In this episode, host Andy Critchlow, Head of News at S&P Global Commodity Insights, is joined by Paul Gruenwald, Chief Economist at S&P Global Ratings. Together, they unpack the key takeaways from the recent IMF meetings, exploring themes of economic resilience amid tariff uncertainties, the shifting dynamics of global trade, and the implications of AI on future growth.

In this insightful episode of the Look Forward Podcast, Andy Critchlow sits down with Nathan Stovall, Director of FIG Research at S&P Global Market Intelligence and host of the Street Talk Podcast, to discuss the intricate dynamics of today's economy and the lessons learned from past financial crises. They delve into the historical parallels with the 1929 crash, the implications of private lending growth, and the current state of consumer finance.

As they explore the resilience of the U.S. consumer amidst volatility and the potential risks posed by shadow banking, Nathan shares his expert insights on bank balance sheets, the role of the Federal Reserve, and what the future might hold for the financial landscape. Tune in to understand how current trends may shape economic outcomes and what strategies can be employed to manage potential downturns.

In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Professor Anoush Eteshami, a leading expert on Iranian affairs, to discuss the complex and evolving landscape of Iran. As the nation grapples with significant internal and external challenges, including economic turmoil and geopolitical tensions, the conversation delves into the implications of these factors on Iran's future. Professor Eteshami offers valuable insights into Iran's historical context, the impact of sanctions, and the potential for reform amidst a young population yearning for change. Join us as we explore the critical crossroads Iran faces and what it means for the broader Middle East.

In this exciting episode of the Look Forward Podcast, host Andy Critchlow welcomes S&P Global's own Srineel Jalagani, who is at the forefront of exploring the burgeoning space economy. Tune in to hear about the potential for human colonization of Mars, the role of private companies like SpaceX, and the future of the space economy, projected to soar from $650 billion to $1.8 trillion by 2035. This episode is a must-listen for anyone curious about the intersection of finance, technology, and space exploration.

In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Charles Chang, the Greater China Country lead at S&P Global Ratings, to discuss the transformative trends in China's global trade and investment strategy. As Chinese firms increasingly pivot towards the Global South, with exports to these emerging markets surpassing those to the US and Western Europe, we explore the implications of this shift. Drawing insights from the recent report "China Inc. Heads to the Global South in the age of tariffs" the conversation delves into the factors driving this change, the competitive landscape of Chinese multinationals, and the evolving nature of trade relationships amid rising tariffs and geopolitical tensions.

In this episode of the Look Forward Podcast, host Andy Critchlow is join by Stephen Smith of the American Academy of Actuaries to explore the intricate relationship between the AAA and the National Association of Insurance Commissioners (NAIC), and the modeling techniques used to assess risk in the actuarial landscape and how the industry is preparing for future challenges.

For more content, please register for our upcoming webinar;

"Recent NAIC Developments Relating to Insurer Fixed-Income Investments"

The NAIC held its Summer National Meeting from August 10-13, and the NAIC Risk-Based Capital Investment Risk and Evaluation (E) Working Group held an interim meeting on September 8 to discuss the RBC treatment of CLOs. Join us for a dialogue with Larry Hamilton of Mayer Brown to discuss the latest news on CLOs and key investment-related developments from the Summer National Meeting.