Join experts from Morningstar DBRS in conversations that go beyond the credit ratings and features in-depth analysis of the latest research, current events, and key credit considerations facing sovereigns, financial institutions, and corporations.
This past summer, Europe experienced another scorching season marked by heatwaves, drought, and wildfires. While we often consider these events to be environmental concerns, they also pose economic and financial risks.
In this episode, we examine what the 2026 European wildfire season can tell us about climate and its implications for the region’s banks, insurers, residential mortgage-backed securities transactions, and sovereigns.
Why are investors paying close attention to physical climate risks? Take a listen and find out.
22 Jul 2026
Telecoms - Enabling the Next Wave of AI Growth
In the latest episode of our “Clarity in Credit” podcast series, Aarti Magan, Senior Vice President, Corporate Ratings, and Eric Chan, Vice President, Global Non-Bank Financial Institutions, discuss the growing role of telecom operators in the AI ecosystem with Scott Rattee, Senior Vice President and Sector Lead, Corporate Ratings.
16 Jun 2026
Game of Thrones in Italy, All Eyes on Siena
In the latest episode of our “Clarity in Credit” podcast series, Marcos Alvarez, Managing Director of Global Financial Institution Ratings, is joined by Nicola De Caro and Arnaud Journois from the European Financial Institution Ratings team as well as Mario De Cicco from the Global Insurance & Pension Ratings team to discuss the rapidly evolving consolidation landscape in the Italian banking sector, with Banca Monte dei Paschi di Siena SpA (BMPS) at the center of competing strategic moves.
18 May 2026
Middle East Conflict and the Uneven Effects on Energy in Asia
In the latest episode of our Clarity in Credit podcast series, Eric Chan, Vice President of Global Non-Bank Financial Institutions, and Marcos Alvarez, Managing Director of Global Financial Institution Ratings, discuss the impact of the conflict in the Middle East on Asian sovereigns with Rohini Malkani, Senior Vice President of Global Sovereign Ratings.
28 Apr 2026
A Credit Perspective on Middle Market Corporate Borrowers
In the latest episode of our “Clarity in Credit” podcast series, Aarti Magan, Senior Vice President, Corporate Ratings and Jason Graffam, Senior Vice President, Sector Lead, Global Sovereign Ratings, discuss Middle Market Corporate Borrowers with Michael Dimler, Senior Vice President, Private Corporate Credit.
19 Mar 2026
From Hub to Hazard - War in Iran and the Shifting Map of Middle East Aviation and Sovereigns
In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Eric Chan, Vice President of Global Non-Bank Financial Institutions, discuss the repercussions of the war in Iran on sovereigns and airlines with Adriana Alvarado, Senior Vice President of Global Financial Institution and Sovereign Ratings and Rohit Kumar, Vice President of Corporate Ratings.
18 Feb 2026
BDC Turbulence: Diverging Credit Implications
In the latest episode of our “Clarity in Credit” podcast series, Chloe Blais, Vice President, European Corporate Ratings, Diversified Industries & Energy, and Eric Chan, Vice President, Global Non-Bank Financial Institutions, discuss business development companies (BDCs) with Watson Tanlamai, Vice President, Global Non-Bank Financial Institutions.
20 Jan 2026
Venezuela - What’s Next for the Oil Industry?
In the latest episode of our “Clarity in Credit” podcast series, Jason Graffam, Senior Vice President, Sector Lead of Global Sovereign Ratings and Chloe Blais, Vice President of European Corporate Ratings, Diversified Industries & Energy, are joined by Andrew O'Conor, Senior Vice President of Energy & Natural Resources Ratings to discuss the impact U.S. involvement in Venezuelan politics on the global oil industry.
17 Dec 2025
European Banks 2026 Outlook
In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President, Sector Lead, Global Sovereign Ratings are joined by Sonja Forster, Senior Vice President, European Financial Institution Ratings to discuss the European banking sector.
24 Nov 2025
Power Hungry -- North American Utilities Invest for AI Boom
In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Chloe Blais, Vice President of European Corporate Ratings, Diversified Industries & Energy, are joined by Bukola Folashakin, Assistant Vice President of Energy & Natural Resources Ratings to discuss data centers.
20 Oct 2025
'Carte Blanche' Comes Due – Fiscal Costs to Political Gridlock in France
In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President of Global Sovereign & Financial Institution Ratings, joined Mehdi Fadli, Senior Vice President and Sector Lead of Global Sovereign Ratings to discuss developments regarding the Republic of France.
29 Sept 2025
Crypto & Stablecoins: Reshaping Banks and Corporates
In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Chloe Blais, Vice President of European Corporate Ratings, Diversified Industries & Energy, are joined by Maureen Levelis, Vice President of North American Financial Institution Ratings and Scott Rattee, Senior Vice President and Sector Lead of Corporate Ratings to discuss digital currencies.
21 Jul 2025
Fire and Floods - Climate Change and the Insurance Industry
In the latest episode of our “Clarity in Credit” podcast series, Arnaud Journois, Senior Vice President of European Financial Institution Ratings, and Jason Graffam, Senior Vice President of Global Sovereign & Financial Institution Ratings, are joined by Marcos Alvarez, Managing Director of Global Financial Institution Ratings to discuss climate change and the insurance industry.
16 Jun 2025
Need More Ammo – How the European Corporate Defence Sector Faces Challenges, but Ultimately Benefits
Chloe Blais, Vice President of European Corporate Ratings, joins Arnaud Journois and Jason Graffam to analyze the challenges and potential benefits facing the European corporate defense sector in this interview episode.
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4 ratings
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