Moody’s Talks – The Big Picture

New and emerging digital technologies are connecting previously siloed areas of finance.

The convergence of traditional finance with digital assets, the rapid evolution of blockchain and AI, and the growing influence of cyber risks across sectors will create both challenges and opportunities. 

In this episode, we speak with Moody’s experts to understand the risks, innovations, and financing needs shaping global financial markets.

Learn more at https://www.moodys.com/outlooks 

Host: William Foster, Senior Vice President, Sovereign Risk, Moody's Ratings 

Guests: Fabian Astic, Managing Director, Global Head of Digital Economy, Moody’s Ratings; Lesley Ritter, Senior Vice President, Cyber Credit Risk, Moody’s Ratings

Related Research: 

• Cyber Risk – Global -- 2026 Outlook - Cyber threats will intensify as AI tools proliferate 8 Jan 2026
• Digital Economy – Global – 2026 Outlook - Digital finance links diverse market segments, raising efficiency, risks 05 Jan 2026
• Digital Transformation – Global – Digitalization reshapes private credit, emerging markets, transition finance 01 Dec 2025
• Cyber Risk – Global - Weak artificial intelligence governance practices pose growing risk of data breaches 01 Oct 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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AI is fueling a boom in data centers, and the world’s biggest hyperscalers are pouring billions into building up their capacity. 

But risks of an AI bubble and circular deals involving companies like OpenAI and Microsoft are worrying investors.

Learn more about data center growth in 2026 and other sector outlooks: moodys.com/outlooks

Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody’s Ratings 

Guests: John Medina, Senior Vice President, Moody's Ratings; Raj Joshi, Senior Vice President, Moody’s Ratings

Related Research: 

• Artificial Intelligence – Global - 2026 Outlook - Risks are rising in a shifting AI landscape 08 Dec 2025
• Artificial Intelligence - Global - OpenAI's huge footprint is a risk for the AI value chain 05 Dec 2025
• Data Centers – US - Broadening array of financing approaches attract new capital as data centers scale up 03 Dec 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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Differing views on politics and the economy are making it harder for lawmakers to agree on issues like trade, immigration, regulation and fiscal policy. In this episode, Moody’s Ratings experts unpack the risk to credit in 2026 and repercussions for businesses and consumers. 

Learn more and watch the full episode at moodys.com/outlooks 

Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody’s Ratings 

Guest: Atsi Sheth, Chief Credit Officer, Moody’s Ratings 

Related Research: 

• Credit Conditions – Global – 2026 Outlook – Politics, innovation and extreme weather will drive credit conditions 10 Nov 2025
• Sovereigns - Global - 2026 Outlook - Negative as policy, political risks outweigh pockets of resilience 13 Nov 2025
• Government Policy – US – How credit effects of tax and spending shifts vary across sectors 31 Jul 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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Extreme weather is intensifying, and funding for adaptation measures remains a challenge. Emerging markets face growing economic and credit risks given limited resilience and insurance protection. 

In this new video podcast ahead of the COP30 meeting in Belém, Brazil, our Moody’s experts discuss whether innovative private and multilateral finance are the answers to bridging the gap.

Watch the full episode at: moodys.com/sustainable-finance

Host: Colin Ellis, Head of Centre for Credit Research, Moody’s Ratings

Guests: Rahul Ghosh, Global Head of Sustainable Finance, Moody’s Ratings; Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk, Moody's Ratings

Related Research:

• Data Story -- Emerging economies are most exposed to the credit effects of severe weather -- 30 Oct 2025
• Environmental Risk – Global – Strong water management increases economic resilience to physical climate risk 27 Oct 2025
• Environmental Risk – Global – Adaptation can support credit strength, but faces race to keep up with climate risks 22 Sep 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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As artificial intelligence reshapes workplaces and business strategies, firms increasingly depend on AI providers, making AI a tool of geopolitical influence. We'll discuss the impact across industries, as digital currencies affect monetary control and cyber threats challenge operational resilience.

Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings

Guests: Vincent Gusdorf, Associate Managing Director, Digital Finance and AI Analytics, Moody’s Ratings; Leroy Terrelonge, Vice President-Analyst, Cyber Credit Risk, Moody’s Ratings 

Related research:

• Artificial Intelligence – Global – Nations push for AI sovereignty to capture economic, geopolitical gains 30 September 2025 
• Sovereigns - Global – Digital currency growth, inconsistent regulation amplify countries' financial risks 25 September 2025
• Artificial Intelligence – Corporates – Pace of AI advances, regional disparities will steer credit trends across industries 23 September 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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Sub-Saharan Africa needs a lot of investment to support its development, but high funding costs are a constraint. We’ll explore the drivers of these costs and steps three of the region’s largest economies – South Africa, Nigeria and Kenya – are taking to reduce their cost of capital.  

Host: Colin Ellis, Head of Centre for Credit Research, Moody’s Ratings 

Guests: Christian Fang, Vice President - Senior Analyst, Moody’s Ratings; Mik Kabeya, Vice President - Senior Credit Officer, Moody’s Ratings 

Related research:  

• Credit Conditions – South Africa, Kenya and Nigeria – Policy, market constraints keep borrowing costs high 15 Sept 2025 
• Sovereigns – Sub-Saharan Africa – Outlook stable as solid growth, fiscal consolidation mitigate financing constraints 16 Sept 2025
• Banks – Africa – Evolving fundraising sources and high yields will help banks navigate cost of foreign currency 17 Sept 2025
• Sovereigns – Sub-Saharan Africa – Low revenue and domestic savings underlie high debt cost in Sub-Saharan Africa 02 May 2025 

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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Fueled by AI, cloud migration, streaming and gaming, Asia-Pacific's data center capacity will more than double by 2030. Moody’s analysts unpack regional trends, financing strategies, and how utilities are adapting to this power-hungry transformation.

Host: Sarah Carlson - Senior Vice President, Moody’s Ratings

Guests: Nidhi Dhruv - Vice President, Senior Credit Officer, Moody’s Ratings; Abhishek Tyagi - Vice President, Senior Credit Officer, Moody’s Ratings

Related research:

• Infographic - Asia-Pacific data center capacity will more than double by 2030 on AI surge 30 July 2025
• Data Centers – Asia-Pacific — APAC data center growth to spark power demand, with divergent impact on utilities 31 July 2025
• Data Centers – China — AI and geopolitics deepen China's domestic data center buildout 04 Aug 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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What started as a niche alternative could become a nearly $3 trillion juggernaut by 2028. In this conversation, we explore where the money is coming from, how borrowers and lenders are coping with tough conditions, and what lies ahead for the asset class—including possible new regulations. 

Host: Colin Ellis, Head of Centre for Credit Research, Moody’s Ratings

Guest: Christina Padgett, Associate Managing Director, Corporate Finance Group, Moody’s Ratings

Related Research:
• Private Credit – Cross Region – Private market retail to fuel opportunity but intensify liquidity, asset quality risks 10 June 2025
• Private Credit Insights – Global – Private credit, a refuge in turbulent times, set to take share again 17 April 2025
• Private Credit – Global – 2025 Outlook – Primed for growth as LBOs revive, ABF opportunities accelerate 21 Jan 2025

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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In this episode, our analysts explain exposure to trade uncertainty for debt issuers across emerging markets -- and why many in India are more insulated than their peers.

Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings

Guests: Nicky Dang, Senior Vice President, Credit Strategy & Guidance, Moody’s Ratings; Kaustubh Chaubal (KC), Senior Vice President, Corporate Finance Group, Moody’s Ratings

Related research:

• Emerging Markets - India: Internal growth drivers anchor the economy amid US policy shifts and global uncertainty, 21 May 2025  
• Tariffs -- Emerging Markets: Exporters are most directly exposed, but most debt issuers face indirect effects, 20 May 2025 
• Tariffs – Global: Tariffs and trade turmoil: how we gauge the credit consequences, 14 April 2025 
• Tariffs -- Global: US-China trade negotiations ease risks for global growth, 15 May 2025 

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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Economists and investors are speculating about potential changes to US financial and exchange rate policies from a ‘Mar-a-Lago accord’, a set of ideas which include weakening the dollar to boost US manufacturing. We'll dive into what it is and the potential impact on the global financial system.

Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings

Guests: Mark Sobel, US chairman, Official Monetary and Financial Institutions Forum (OMFIF); Steven Kamin, Senior Fellow, American Enterprise Institute (AEI)

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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