Nicole Connolly, Global Head of ESG at Fidelity Investments and Lauren Smart, Chief Commercial Officer S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on S&P Global’s new Sustainble1 division, ESG investing trends and how investors are increasingly playing a part in investment stewardship. There was also time to talk about Lauren’s experience of speaking at Davos and Nicole’s tips on work/life balance.

In a special Crypto episode of Fixed Income In 15, Joe Cass is joined by Raoul Pal, Co-founder and CEO of Real Vision and Mohamed Damak, Senior Director at S&P Global Ratings. There was lively debate between Raoul and Mohamed on the emerging role of cryptocurrency and Central Bank Digital Currencies in traditional finance, including the importance of ESG and energy usage in digital mining. Joining from the Cayman Islands, Raoul shared what life is like living and working remotely and his...

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...

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...

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.

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.

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.

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.

Michael Milken, founder of The Milken Institute and Yann Le Pallec, S&P Global Ratings Global Head of Credit Ratings, Methodologies and Research joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on the guests experiences of 2020, the progress of healthcare innovation and the role of ESG in a post-COVID world. There was also time to talk about Yann’s new lockdown hobbies and Michael’s own foray into podcasting.

On the latest episode of Fixed Income in 15, our host Joe Cass is joined by S&P Global’s President & CEO Doug Peterson and the Co-Founder of The Carlyle Group David Rubenstein. Doug and David discussed markets, diversity and the impact of ESG. In a wide ranging conversation, there was also time for Doug and David to ponder over the future of healthcare, debate the future of eSports and discuss how leading through this crisis has changed their outlook on work and life.

On this episode of Fixed Income in 15, Joe Cass is joined by Gerard O’Reilly, co-CEO at Dimensional Fund Advisors and S&P Global Ratings Global Head of Research Alexandra Dimitrijevic. Discussion included a high level outlook for markets, credit default risks and the scale of rating downgrades thus far in 2020. There was also time for Alexandra and Gerard to discuss how they have adapted to working from home and the unique academic culture at Dimensional. 

Kristina Hooper, Chief Market Strategist at Invesco and Shaun Roache, S&P Global Ratings Chief Economist for APAC joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on ESG in fixed income, the relationship between the US and China and how Asia-Pacific as a region has reacted to the Coronavirus pandemic. There was also time to talk about Kristina’s experience of working from home, the resurrection of Shaun’s rugby career and who Kristina thinks should be the next...

On this edition of Fixed Income in 15, Joe Cass is joined by Anthony Scaramucci, Founder at Skybridge and our Global Chief Economist Paul Gruenwald. The three discussed credit markets, economic recovery and the global financial outlook. As always, there was some off-topic debate too – here Anthony describes how the ‘Wall Street’ movie impacted him as a young professional and his cameo role in the sequel.

“It was one of the worst markets we’ve ever seen” - Deputy CIO at DoubleLine Jeffrey Sherman joined Joe Cass and Sudeep Kesh on Fixed Income in 15 to discuss Central Bank actions, Jeffrey's experience working as number 2 to Jeffery Gundlach and the Hollywood movie ‘Moneyball’.

“It was one of the worst markets we’ve ever seen” - Deputy CIO at DoubleLine Jeffrey Sherman joined Joe Cass and Sudeep Kesh on Fixed Income in 15 to discuss Central Bank actions, Jeffrey's experience working as number 2 to Jeffery Gundlach and the Hollywood movie ‘Moneyball’.

In a special Leadership Edition of Fixed Income in 15, Joe Cass is joined by President of S&P Global Ratings John Berisford and Chairman of Goldman Sachs Asset Management Sheila Patel. Discussion turned to the future of sustainable finance post-crisis, how John, Sheila and their teams are adapting to working from home and what ‘the future of work’ could look like at both institutions.

From his back garden, Joe posed questions to Sonja Laud (Chief Investment Officer, Legal & General Investment Management), Scott Thiel (Chief Fixed Income Strategist, Blackrock) and our Global Chief Economist Paul Gruenwald. Discussion includes the foremost investor challenges and concerns, the role of ESG post-crisis and what a potential recovery could look like.  

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...

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...

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.