Fixed Income in 15
84 episodes - English - Latest episode: about 1 month ago -Fixed Income in 15 (FI15) is a long form conversation between a senior investor, CEO or entrepreneur and S&P Global Ratings on topics that are important for the investment community. Created and hosted by Joe Cass, episodes typically cover markets and investment trends, alongside personal experiences, stories and anecdotes plus hobbies, sports and working life.
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Episodes
Episode 14 - (Michael Milken, founder of The Milken Institute)
December 09, 2020 15:00 - 28 minutes - 29.4 MBMichael 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.
Episode 13 - David Rubenstein (The Carlyle Group)
October 20, 2020 15:00 - 25 minutes - 24.6 MBOn 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.
Ep13: Special episode with David Rubenstein & S&P Global CEO Doug Peterson
October 20, 2020 15:00 - 25 minutes - 24.6 MBOn 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.
Ep12: Credit defaults and work culture with Dimensional Fund Advisors
September 30, 2020 15:00 - 18 minutes - 20.4 MBOn 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.
Episode 12 – Gerard O’Reilly (co-CEO at Dimensional Fund Advisors)
September 30, 2020 15:00 - 18 minutes - 137 MB VideoOn 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.
Episode 12 - Gerard O’Reilly (co-CEO at Dimensional Fund Advisors)
September 30, 2020 15:00 - 18 minutes - 20.4 MBOn 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.
Episode 11 - Kristina Hooper (Chief Market Strategist at Invesco)
September 07, 2020 08:22 - 13 minutes - 25.5 MBKristina 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 gues...
Ep11: US-China relationship special with Invesco
September 07, 2020 08:22 - 13 minutes - 25.5 MBKristina 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 gues...
Episode 11– Kristina Hooper (Chief Market Strategist at Invesco)
September 07, 2020 08:22 - 13 minutes - 25.5 MBKristina 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 gues...
Ep10: Credit outlook and movie cameos with Anthony Scaramucci
August 25, 2020 15:25 - 17 minutes - 16.5 MBOn 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.
Episode 10 - Anthony Scaramucci (Founder at Skybridge)
August 25, 2020 15:25 - 17 minutes - 16.4 MBOn 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.
Ep9: COVID market experiences with DoubleLine Deputy CIO
August 25, 2020 13:23 - 17 minutes - 16.5 MB“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’.
Episode 9 - Jeffrey Sherman (DoubleLine)
August 25, 2020 13:23 - 17 minutes - 16.4 MB“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’.
Ep8: Leadership special with Chairman of Goldman Sachs Asset Management
July 15, 2020 12:01 - 7 minutes - 7.37 MBIn 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.
Episode 8 - Sheila Patel (Goldman Sachs Asset Management)
July 15, 2020 12:01 - 7 minutes - 7.26 MBIn 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.
Ep7: Post-crisis recovery with Blackrock and LGIM CIO
July 15, 2020 11:58 - 7 minutes - 7.27 MBFrom 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.
Episode 7 - Sonja Laud (LGIM) & Scott Thiel (Blackrock)
July 15, 2020 11:58 - 7 minutes - 7.16 MBFrom 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.
Episode 6 - Paul Donovan (UBS), Michael Arone (State Street Global Advisors)
July 15, 2020 11:54 - 7 minutes - 6.74 MBIn 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.
Ep6: COVID’s impact on credit markets with UBS and State Street
July 15, 2020 11:54 - 7 minutes - 6.85 MBIn 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.
Episode 5 - Paul Jakubowski (Vanguard)
February 19, 2020 17:00 - 12 minutes - 16.8 MBJoe 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.
Ep5: ‘Zombie companies’ & index investing with Vanguard
February 19, 2020 17:00 - 12 minutes - 16.8 MBJoe 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.
Episode 5
February 19, 2020 17:00 - 12 minutes - 16.8 MBJoe 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.
Episode 4 - Xavier Baraton (HSBC Global Asset Management)
January 16, 2020 17:00 - 19 minutes - 27 MBThe 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 hi...
Ep4: Work-life balance and Green QE with HSBC CIO
January 16, 2020 17:00 - 19 minutes - 27 MBThe 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 hi...
Episode 4
January 16, 2020 17:00 - 19 minutes - 27 MBThe 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 hi...
Episode 3 - Richard Lacaille (State Street Global Advisors)
December 04, 2019 17:00 - 15 minutes - 21.4 MBJoe 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 experience of b...
Ep3: Monetary policy levers, ski-ing and China with State Street CIO
December 04, 2019 17:00 - 15 minutes - 21.4 MBJoe 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 experience of b...
Episode 3
December 04, 2019 17:00 - 15 minutes - 21.4 MBJoe 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 experience of b...
Ep2: The dreaded inverted yield curve with JP Morgan CIO
November 13, 2019 17:00 - 18 minutes - 25.5 MBJoe 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.
Episode 2
November 13, 2019 17:00 - 18 minutes - 25.5 MBJoe 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.
Episode 2 - Iain Stealey (JP Morgan Asset Management)
November 13, 2019 17:00 - 18 minutes - 25.5 MBJoe 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.
Ep1: QE Infinity, financial blogging & Twitter scrapes with M&G
October 03, 2019 16:00 - 19 minutes - 26.7 MBJoe 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.
Episode 1 - Jim Leaviss (M&G Investments)
October 03, 2019 16:00 - 19 minutes - 26.7 MBJoe 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.
Episode 1
October 03, 2019 16:00 - 19 minutes - 26.7 MBJoe 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.