Best Fixedincome Podcasts (2024)

1
Ep50: Mohamed El-Erian on how AI is changing investing 43:13

9d ago43:13

43:13

In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music …

1
Debt-for-Nature Swaps: Unlocking Capital for Conservation 37:20

10d ago37:20

37:20

Debt-for-nature swaps have come to the forefront as a unique solution for both environmental conservation and debt alleviation. In this episode of Fixed on ESG, we are joined by The Nature Conservancy, an organization that's aided in structuring several of these types of instruments. Together, we examine their role in alleviating the post-pandemic …

1
Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian 25:31

29d ago25:31

25:31

In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay’s experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam’s takeaways from his career as an accountant.…

1
Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following 38:20

2M ago38:20

38:20

In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien’s experience building a 40,00…

1
The Potential of Sustainable Aviation Fuel 18:27

2M ago18:27

18:27

The aviation industry is under the sustainability microscope with recent estimates finding that it contributes to 6% of total global warming. This episode of Fixed on ESG explores the role of Sustainable Aviation Fuel (SAF) in mitigating aviation's environmental impact, the contrasting policy approaches in the U.S. and EU, and discusses the potenti…

1
Part 2: Navigating the Low Carbon Transition with Temperature Alignment 26:27

3M ago26:27

26:27

Tackling the intricacies of ESG investing in a warming world is a top challenge for today's investors. In the second half of this two-part series, we explore the practical application of temperature alignment in investment strategies, detail the limitations of third-party ESG data, and introduce PGIM Fixed Income’s proprietary Temperature Alignment…

1
Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape 28:43

4M ago28:43

28:43

In this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim’s unpopular investment opinion and people inside and outsi…

1
Part 1: Navigating the Low Carbon Transition with Temperature Alignment 20:11

4M ago20:11

20:11

In the face of escalating climate challenges, temperature alignment is taking center stage and helping to reshape climate-conscious investment strategies. In the first of a two-part series, we delve deeper into this innovative tool and its role in the low carbon transition, understanding the shift from excluding to backing certain issuers critical …

1
Ep46: Ryan Serhant on Real Estate, AI and Building A Personal Brand 45:47

5M ago45:47

45:47

In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his…

1
The Elephant in the Room: Overcoming Biodiversity Data Challenges 41:21

5M ago41:21

41:21

The vital role of biodiversity across social and economic dependencies has captured the attention of ESG investors. With biodiversity in focus and a surge of new datasets to inform investment considerations, we explore how biodiversity is measured, approaches to investing in nature, how we tackled some of the complexities in biodiversity data when …

1
Ep45: State Street Global Advisors CIO Lori Heinel on Global Investment Trends and Future Risks 27:03

6M ago27:03

27:03

In this FI15 podcast episode hear Lori Heinel, Global CIO at State Street Global Advisors, and Yann Le Pallec, Global Head of Rating Services at S&P Global Ratings, discuss key global economic trends and investment strategies with host Joe Cass. Topics include client engagement, investment opportunities, ESG considerations, public speaking tips, pe…

1
Deciphering ESG in Emerging Markets: A Closer Look at Risk and Bias 22:45

6M ago22:45

22:45

For fixed income ESG investors, gaining a deeper understanding of emerging markets is crucial as standard ESG assessments may neglect the complex economic and social dynamics that influence positive ESG impact as well as investment risks and opportunities in these regions. In this episode of Fixed on ESG, Nuvneet Dhillon, CFA, ESG Specialist, highl…

1
Ep44: Wei Li on Blackrock's 2024 Outlook, AI Revolution and Global Trends 32:27

7M ago32:27

32:27

Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, President at S&P Global Ratings. Together, they dissect the 2024 market landscape, offering expert perspectives on emerging trends, AI integration, and leadership insights.…

1
Ep43: Robert F. Smith on How to Build A Culture of Success 37:11

9M ago37:11

37:11

Robert F. Smith, Chairman and Founder of Vista Equity Partners, joined Doug Peterson, CEO at S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on how to build a culture of success in business, the evolution of GenAI, the growth of private markets and the guests experience of growing up in New Mexico and Colorado…

1
A Growing Gap: Exploring Progress on Global Decarbonisation 24:23

8M ago24:23

24:23

Several major reports were released just ahead of this year’s COP28 in the UAE on the state of climate action, the widening gap between actual progress and policies on decarbonization, and what would be needed to limit warming to well below 2°C. In this second of a two-part instalment of PGIM Fixed Income’s Fixed on ESG, James Malone, CFA, ESG Rese…

1
COP28: Dissecting Climate Progress and Pledges 31:01

9M ago31:01

31:01

COP28, which was hosted in the UAE, has come to a close. In the first of a two-part instalment of PGIM Fixed Income’s Fixed on ESG, James Malone, CFA, ESG Research Specialist, and John Ploeg, CFA, Co-Head of ESG Research, analyse the key takeaways of the COP. The duo take a closer look at the results of the first-ever Global Stocktake, discuss the …

1
Ep42: Andrew Howard on Sustainable Finance, Green Bonds and Career Paths 31:44

10M ago31:44

31:44

Andrew Howard, Global Head of Sustainable Investment at Schroders and Christa Clapp, Managing Director at S&P Global Rating join host Joe Cass on this episode of Fixed Income in 15. Discussion focused on sustainable finance, the climate financing gap, Christa’s experience building Shades of Green and the future of green bonds. Sign-up here to be no…

1
Climate Finance: Support for Developing Countries Amidst Climate Change 18:54

10M ago18:54

18:54

Climate finance has gained significant attention over the past decade due to the increase in extreme climate events around the world. While developed countries have been the largest contributors to climate change, it’s developing countries that often feel the worst of the impacts as they struggle to finance resources to respond, rebuild, and protec…

1
Plastic Packaging Predicament: The Best-Worst Option 25:56

11M ago25:56

25:56

With the use of plastic packaging on the rise, the issue of plastic waste looms large and complex. Plastic is a prevalent part of our lives, but this widespread use poses alarming consequences to the environment and to our health. In this episode of PGIM Fixed Income’s Fixed on ESG, David Klausner, ESG Specialist, hosts guests James Malone, CFA, ES…

1
Ep41: Larry Summers on Inflation, Surviving Cancer & The Social Network 37:19

11M ago37:19

37:19

Ex-U.S. Treasury Secretary Larry Summers and S&P Global Ratings' Global Chief Economist Paul Gruenwald join host Joe Cass on this episode of Fixed Income in 15. Discussion spans the rise and fall of inflation, working with U.S. Presidents, how to create an economic narrative and Larry’s experience being diagnosed with and surviving cancer.…

1
Cyber-savviness: Weighing Today’s Cybersecurity Risks and Impacts on Tomorrow’s Investments 29:47

12M ago29:47

29:47

Cybersecurity impacts every industry and, for many issuers, the consequences of a breach could be disastrous—as we’ve seen in a number of recent high-profile cases. As investors analysing the current cybersecurity landscape from an ESG risk and ESG impact perspective, we believe that a lack of understanding or investment in cybersecurity is simply …

1
Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India 30:50

12M ago30:50

30:50

Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings join host Joe Cass on this episode of Fixed Income in 15. The discussion centred around disruptive investment areas, macro outlooks, private credit, the impact of Generative AI and the rise of India.By S&P Global Ratings

1
The Price of Power: The Impact of Wildfires on Utilities 21:18

1y ago21:18

21:18

Damaged power lines are a leading cause of wildfires around the world and serve as a significant vulnerability to the service providers who operate them. The cost of upgrading and repairing transmission and distribution lines is high, but costs related to the legal liabilities faced by these entities in the face of a wildfire can be enormous and, t…

1
Deep-sea Treasure Trove: Opportunity or Risk? 33:20

1y ago33:20

33:20

Although deep-sea mining has never occurred at commercial scale, the growing interest in the minerals and metals found on the seabed could prompt a shift in the status quo. As the world looks to address climate change, increased demand for required base metals and critical minerals that support large scale deployments of green technologies is a rea…

1
AI applications outside Generative AI. 20:46

1y ago20:46

20:46

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…

1
Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey 31:52

1y ago31:52

31:52

This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…

1
Ep39: Dan Yergin on Energy Security, Being An Entrepreneur, Advising U.S Presidents & His New Book 31:48

1y ago31:48

31:48

Daniel Yergin, Vice Chairman at S&P Global, Pulitzer-Prize winning author and founder of CERA, joins host Joe Cass on this special 1-on-1 episode of Fixed Income in 15. Topics included Dan’s newest book ‘The New Map’, challenges of the energy transition, founding Cambridge Energy Research Associates in 1983 and his experiences advising multiple U.S…

1
Should we be worried about the commercial property market? 19:07

1y ago19:07

19:07

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.By Vermeer Partners

1
Energizing a Greener Future with Clean Hydrogen and the Northeastern Regional Clean Hydrogen Hub 29:45

1+ y ago29:45

29:45

Clean hydrogen has garnered considerable attention in recent years due to its potential to address hard-to-decarbonize sectors—or—as James Malone, CFA, ESG Specialist, and host of this month’s podcast likes to refer to them, “hard-to-electrify sectors.” These are sectors where electrification has historically been—for a variety of reasons—less attr…

1
Ep38: Mary Pryshlak on Generative AI in Credit Research, & How To Manage 130 Investment Professional 42:48

1+ y ago42:48

42:48

Mary Pryshlak, Head of Investment Research at Wellington Management, joined Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the potential role of Generative AI in credit research, leadership experiences from Alexandra and Mary and book…

1
Political Risk, Tech's Rally, & Hedging Products 27:17

1+ y ago27:17

27:17

Welcome to the latest edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van …

1
Desalination: A Potential Solution for Freshwater Scarcity? 21:21

1+ y ago21:21

21:21

In some areas, population explosion has exhausted freshwater supplies, and globally the impacts of a warming climate have caused the slow depletion of the freshwater resources available. The search for solutions to freshwater scarcity has intensified and led some municipalities to explore desalination, or the process of turning saltwater into fresh…

1
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary 22:00

1+ y ago22:00

22:00

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…

1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon 30:17

1+ y ago30:17

30:17

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…

1
Economic Slowing, More Banking Failures, & Potential Jobs Market Fallout 27:53

1+ y ago27:53

27:53

Welcome to the latest edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van …

1
Ep37: Saira Mailk on Breaking into Finance, The Next Big Risks & Educating Children 26:54

1+ y ago26:54

26:54

Saira Mailk, CIO of Nuveen joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Saira’s experience breaking into finance, the next big risks for investors, Ruth’s leadership experience and Saira and Ruth’s strategies when educating their children on f…

1
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey 32:47

1+ y ago32:47

32:47

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver

1
Banking Failures, Fed Policy Pivot, & Oil Implications 28:31

1+ y ago28:31

28:31

Welcome to the April edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van T…

1
The Unaffordable Truth: A Look at the Affordable Housing Crisis 24:24

1+ y ago24:24

24:24

The existing stock of affordable housing in the U.S. is becoming largely obsolete at the same time the development of replacement properties has lagged. As a result, the affordable housing supply in the U.S. is in crisis. In this episode of PGIM Fixed Income’s Fixed on ESG, David Klausner, ESG Specialist, sits down with Ola Hixon, Executive Directo…

1
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management 37:43

1+ y ago37:43

37:43

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…

1
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners 36:11

1+ y ago36:11

36:11

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…

1
Ep36: David Rubenstein on Private Markets, Investment Regrets, Interviewing Elon Musk & His New Book 34:20

1+ y ago34:20

34:20

David Rubenstein, Co-Founder of The Carlyle Group joins Adam Kansler, President at S&P Global Market Intelligence and host Joe Cass on this episode of Fixed Income in 15. Topics included private market valuations and data, interest rate trajectories, David’s new book “How To Invest”, biggest investing regrets and anecdotes from David’s investing ca…

1
AI, Breaking Trends, & International vs. US 26:26

1+ y ago26:26

26:26

Welcome to the March edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van T…

1
Investing in the Pet Sector with Richard Fairman, CEO of CVS Group 31:16

1+ y ago31:16

31:16

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…

1
We Have Ignition—Can investment in nuclear fusion solve the climate crisis? 24:05

1+ y ago24:05

24:05

Nuclear fusion is making headlines with the first ever demonstration of fusion ignition by the Lawrence Livermore National Laboratory. Why is this so groundbreaking? Nuclear fusion is a clean source of energy, and there are many benefits to fusion over its more controversial counterpart, nuclear fission. Some are even painting fusion as THE solutio…

1
Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco 25:40

1+ y ago25:40

25:40

Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…

1
Ep 35: Emmanuel Roman on Investing in 2023, Private Markets, PIMCO Culture & Arsenal FC 43:05

1+ y ago43:05

43:05

PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.

1
Rolling Recessions, MAMAA, & Structured Products 19:33

1+ y ago19:33

19:33

Welcome to the February edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Va…

1
2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners 30:06

1+ y ago30:06

30:06

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…

1
Biodiversity 101: Dissecting COP15 with Planet Tracker 38:18

1+ y ago38:18

38:18

The long awaited 2022 United Nations Biodiversity Conference (COP15) was held this past December in Montreal. Biodiversity is hugely important to us all for our basic, everyday needs, but biodiversity loss is not just an ecological threat as half of global GDP is dependent on nature in some way. With hopes that COP15 would produce a Paris Agreement…

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