Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset m...
Digital finance growth on tap in 2025; cyber risk will rise in year ahead
We discuss the outlooks for digital finance and cybersecurity. Tokenization and digital assets will gain traction. Meanwhile, cyberattacks will likely be more frequent and more personalized.Speakers: Cristiano Ventricelli, VP-Senior Analyst, Moody’s Ratings; Leroy Terrelonge, VP-Analyst, Moody’s RatingsHosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings; Carolyn Henson, VP – Senior Research Writer, Moody’s RatingsRelated research:Digital Economy – Global: 2025 Outlook – Institutions to edge further into digital finance, focus on risk mitigationCybersecurity – Global: 2025 Outlook - Credit risk set to rise as cyber attackers target larger companies
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18:26
Finance companies will benefit from steady economic activity, easing inflation in 2025
Solid GDP growth in most markets and low unemployment will support finance companies’ profitability and ease asset risks. Moderating inflation will improve most companies’ ability to issue debt.Speaker: Bruno Baretta, VP-Senior Analyst, Moody’s RatingsHost: Michael Porta, VP – Senior Research Writer, Moody’s RatingsRelated research:Finance Companies — Global: 2025 Outlook – Stable with solid economic activity and easing inflation in most markets
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12:35
Factors behind the stable 2025 outlooks for global life and P&C insurance
Higher interest rates and a favorable macroeconomic environment are among the factors supporting credit strength for insurers worldwide.Speakers: Vincent Del Gatto, VP-Senior Analyst, Moody’s Ratings; Will Keen-Tomlinson, VP-Senior Analyst, Moody’s RatingsHosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings; Myles Neligan, VP – Senior Research Writer, Moody’s RatingsRelated research:Life Insurance – Global: 2025 Outlook – Stable on largely favorable macroeconomic conditions, strong capitalProperty & Casualty Insurance – Global: 2025 Outlook - changed to stable as price increases offset rising claims costs
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13:32
Why our 2025 outlook for China’s financial institutions is negative
Analysts from Moody's Ratings discuss key outlook drivers including slower economic growth, low interest rates, weak credit demand and ongoing effects of distress in the property sector. Speakers: Kelly Chen, VP-Senior Analyst, Moody’s Ratings; Frank Yuen, VP-Senior Credit Officer, Moody’s RatingsHosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings; Simin Ngai, AVP-Research Writer, Moody’s Ratings Related content: Financial Institutions – China: 2025 Outlook - Negative on profitability pressures and elevated asset risks
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11:23
Global banking outlook is stable on solid economic growth, monetary policy easing
We discuss what’s behind our shift to a stable outlook for banking globally in 2025 from our negative outlook in 2024, and unpack some regional differences.Speakers: David Yin, VP-Sr Credit Officer at Moody's Ratings; Maria Cabanyes, Senior Vice President at Moody's Ratings; David Tao, AVP-Analyst at Moody's RatingsHost: Jun Yang, AVP-Research Writer at Moody's RatingsRelated research:Banks – Global: 2025 Outlook - Improves to stable, underpinned by stabilizing economic growth
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.