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Moody’s Ratings Banking team AMD Fadi Massih discusses key highlights from our survey of banks actively engaged with private credit.
Speaker: Fadi Massih, Associate Managing Director-Banking at Moody's Ratings
Host: Danielle Reed, VP-Senior Research Writer; Michael Porta, VP-Senior Research Writer
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Private Credit – Global: Bank funding of private credit grows rapidly, in step with sector's capital-raising -
Stellar Development Foundation Executive Director and CEO Denelle Dixon explains what the open source blockchain network is doing to make financial services more accessible globally.
Speakers: Denelle Dixon, Executive Director and CEO of the Stellar Development Foundation; Farooq Khan, VP-Senior Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Decentralized Finance and Digital Assets – Global - 2024 Outlook: Digital finance slowly, steadily moves toward interoperability, standardization -
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We discuss European banks’ ability to withstand a severe commercial real estate downturn, and how current property market weakness in APAC and China affects banks and insurers.
Speakers: Kathleen Gamper, AVP-Analyst, Moody’s Ratings; Joseph Lin, VP-Senior Analyst, Moody’s Ratings; Qian Zhu, VP-Senior Credit Officer, Moody’s Ratings
Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings; Jun Yang, AVP- Research Writer, Moody’s Ratings
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We talk to QuantCube Technology co-founder and CEO Thanh-Long Huynh about how machine learning and alternative data combined can identify financial trends far ahead of official data.
Speakers: Thanh-Long Huynh, co-founder and CEO of QuantCube Technology; Vincent Gusdorf, AMD, Digital Finance and AI Analytics, Moody’s Ratings
Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Digital Transformation – Global: Alternative data's timely insights can enhance conventional data, not replace itDigital Transformation – Global: 2024 AI Outlook - Swift progress likely but rapid roll-out will bring risks -
Strong prices, tight policy terms and higher investment yields drive a positive outlook for the global reinsurance sector.
Speaker: Brandan Holmes, VP – Senior Credit Officer, Moody’s Ratings
Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Reinsurance – Global: Outlook shifts to positive as improvement in risk/return dynamics gathers momentum -
We talk to Alphaledger co-founder and CEO Manish Dutta about his firm’s quest to rebuild the fixed income market’s financial infrastructure, using blockchain.
Speakers: Manish Dutta, co-founder and CEO, Alphaledger; Gregory Sobel, AVP-Analyst, Moody’s Ratings
Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Local Government – US: Blockchain offers prospects for efficiencies, financial benefits in public finance -
Cyber and climate risk are also high on the agenda at Moody’s summer 2024 insurance conferences in New York and London.
Speakers: Audio excerpts from Sarah Williams, Chief Risk Officer, Guardian Life; Brandan Holmes, VP Senior Credit Officer FIG, Moody’s Ratings; Heather Lavallee, CEO, Voya; Joe Brandon, CEO, Allegheny; Sarah Hibler, Associate Managing Director FIG, Moody’s Ratings; Ari Moskowitz, Chief Risk Officer, Everest Group; James Eck, VP Senior Credit Officer FIG, Moody’s Ratings.
Hosts: Marc Pinto, MD Financial Institutions FIG, Moody’s Ratings, Myles Neligan – Senior Research Writer, Moody’s Ratings
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Property & Casualty Personal Insurance – US: 2024 outlook changed to stable on rate increases, improved profitabilityProperty & Casualty Insurance – US: Homeowners insurers aim to boost profits as weather-related losses, inflation take tollInsurers’ growing private credit investment brings more benefits than risksCommercial real estate risks still abound for US life insurersLife Insurance – Global: 2024 Outlook - Stable as higher rates offset weaker revenue, rising asset risk -
Matthew White, CEO of Dubai’s Virtual Assets Regulatory Authority (VARA), explains how the regulator is trying to make it safer for financial institutions to expand into digital finance in the region.
Speakers: Matthew White, CEO of VARA; Rajeev Barma, SVP and Head of Strategy, Digital Economy, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Decentralized Finance and Digital Assets – Global: 2024 Outlook: Digital finance slowly, steadily moves toward interoperability, standardizationDigital Economy – Global: Islamic finance's adoption of blockchain could be beneficial, but faces crucial barriers -
Our analysts discuss which segments and loan types pose the largest risks to US banks and life insurers, and zero in on concentration risks in asset portfolios.
Speakers: Evelyn Ocas Salazar, AVP-Analyst, Moody’s Ratings; Darrell Wheeler, VP-Senior Credit Officer, Moody’s Ratings; Stephen Lynch, VP-Senior Credit Officer, Moody’s Ratings,
Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings; Michael Porta, VP – Senior Research Writer, Moody’s Ratings
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Banks – US: CRE survey loan-level analysis shows solid underwriting, high concentration riskBanks – US: Retained capital, strong liquidity are key credit buffers for CRE-concentrated banksLife Insurance — US: Commercial real estate risks still abound, especially in the office sector -
Yuval Rooz, CEO of Digital Asset, shares his thoughts on the present and future use cases of blockchain technology at global financial institutions.
Speakers: Cristiano Ventricelli, VP – Senior Analyst, Moody’s Ratings; Yuval Rooz, CEO, Digital Asset
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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We discuss how differences in regional regulatory regimes and market structures affect life insurers’ allocations to private credit investments, and lay out those investments’ benefits and risks.
Speakers: Benjamin Serra, Senior Vice President, Moody’s Ratings; Will Keen-Tomlinson, VP-Senior Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
Related research:
Life Insurance – Cross Region: Regulation contributes to material differences in private credit allocation
Insurance-Global: Insurers’ growing private credit investment brings more benefits than risks
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Moody’s Ratings analysts explain why Japan’s regional banks are vulnerable to yield-curve steepening and predict strong loan growth, and higher funding costs, for India’s non-bank finance companies.
Speakers: Kensuke Ogawa, Analyst, Moody’s Ratings; C.J. Wong, AVP- Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Regional banks – Japan: Strong liquidity will mitigate increasing risks from rising ratesNon-bank finance companies – India: Credit fundamentals improving backed by strong economy amid rising funding costs -
As the regulatory environment continues to evolve, US and European banks have sought regulatory capital relief by offloading the credit risk of loans they make via special types of transactions.
Guests: Warren Kornfeld, Senior Vice President at Moody's Ratings; Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Frank Cerveny, VP-Senior Research Analyst at Moody's Ratings
Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings
Related reports:
Auto ABS - US: Credit-linked notes include risks not seen in typical auto ABS; issuance is risingBanks and Structured Finance – US: Risk transfer gives banks protection, but more capital is better; ABS implications varyBanks and Structured Finance – Europe: Output floor proposal could erode benefits of SRT for regulatory capital and risk management purposes -
We talk to Joe Lyons of Bitsight about the growing risk from deepfakes in the age of GenAI.
Speakers: Joe Lyons, VP, Cyber Risk & Ratings Research, Bitsight; Abhi Srivastava, AVP-Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Digital Economy – Cross Region: GenAI-powered deepfakes introduce new and transformed credit risks -
Shortening the settlement cycle is a complex undertaking for a clearing house and its members, but once the transition is complete, it will reduce counterparty risk.
Speakers: Peter Nerby, Senior Vice President, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Exchanges & Clearing Houses – North America: Shift to T+1 settlement has near-term risks for securities firms but will benefit financial markets -
Alternative asset managers seek removal of barriers to private markets for individual investors. Regulators are supportive but also wary of potential dangers.
Speakers: Alexandra Aspioti, VP-Senior Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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As individual investors drive growth in private markets, risks also rise -
Companies have responded to weather-related losses and higher reconstruction costs with sharp increases in premiums and tighter policy terms, and some have exited high-risk regions.
Speakers: Evelyn Ocas Salazar, AVP Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Property & Casualty Insurance – US: Homeowners insurers aim to boost profits as weather-related losses, inflation take tollFor more, listen to our Muniland episode: Insurance crisis poses credit risks for hurricane-prone Florida and Louisiana
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Anthony Moro, CEO of Provenance Blockchain Foundation, joins us to talk about the technology and infrastructure developments shaping the future of financial asset tokenization.
Speakers: Rajeev Bamra, SVP and Head of Strategy, Moody’s Ratings; Anthony Moro, CEO, Provenance Blockchain Foundation
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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As popularity of tokenization platforms grows, so do risks to investorsMAS initiatives will advance asset tokenization, digital money transactions -
Moody’s analysts explore green finance, discussing greenwashing risk, the EU green loan market, and how clear standards and rules – and blockchain technology – could play a positive role.
Speakers: Michael Dion, VP – Senior Analyst, Moody’s Ratings; Alberto Postigo, VP – Senior Credit Officer, Moody’s Ratings; Abhi Srivastava, AVP Analyst, Moody’s Ratings
Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings
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Asset Managers – Global: Despite growing regulation, greenwashing is a persistent riskBanking – Europe: Proposed green loan definition to support banks' alignment with climate targetsDigital Finance – Cross Region: Blockchain can bring rigor and efficiency to ESG management, data and reporting -
Basel 3.1 reforms will lead banks to apply high haircuts to unsustainably high property values and adjust mortgage risk weights to better differentiate between low-risk and high-risk loans.
Speakers: Alexander Zeidler, VP-Sr Credit Officer at Moody's Ratings; Guillaume Lucien-Baugas, VP-Senior Analyst at Moody's Ratings
Hosts: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings; Danielle Reed, VP-Senior Research Writer at Moody's Ratings
Related Research:
Basel 3.1 will reduce risk of boom and bust property cycles, boost private credit marketRising interest rates will weaken commercial property values and raise refinancing riskExplanatory comment – Haircuts smooth CRE values through the property market cycle - Visa fler
