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Leaders with Joe Cass

Latest episodes

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Jun 9, 2021 • 20min

Ep19: Sir Danny Alexander on the role of ESG in infrastructure

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 Secretary to the Treasury in the UK and Susan describing her experiences as a policy advisor in the Australian government.
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May 11, 2021 • 24min

Ep18: Tom Keene on U.S debt build up and why he wears a bow tie

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.
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Mar 31, 2021 • 24min

Ep17: Mohamed El-Erian on ESG, Central Banks & working for President Obama

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.
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Mar 4, 2021 • 24min

Ep16: The outlook for global sovereigns and Bitcoin with Morgan Stanley

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.
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Feb 4, 2021 • 16min

Ep15: Impact of a COVID-19 vaccine with JP Morgan Asset Management

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.
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Dec 9, 2020 • 28min

Ep14: Michael Milken on healthcare innovation and ESG investing

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.
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Oct 20, 2020 • 26min

Ep13: Special episode with David Rubenstein & S&P Global CEO Doug Peterson

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.
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Sep 30, 2020 • 19min

Ep12: Credit defaults and work culture with Dimensional Fund Advisors

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. 
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Sep 7, 2020 • 14min

Ep11: US-China relationship special with Invesco

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 guest on the show.
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Aug 25, 2020 • 18min

Ep10: Credit outlook and movie cameos with Anthony Scaramucci

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.

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