ICMA Podcast

Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others.

Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee.

In this podcast, recorded on 10th January 2025, the team discussed:

· How investors are handling the uncertainty of the policies of the incoming Trump administration. Are markets starting to discount potential policy changes?

· Can China achieve 5% growth, and can deflation be curbed?

· Expectations of Fed rate cuts. How other Central banks and notably the ECB might diverge from the Fed?

· Why bond yields have increased

· The status of budget problems in France and Spain. Will a new Government in Germany disrupt the Eurozone markets?

· Valuations in US equity markets. Is there evidence of any "bubbles" in markets?

If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org.

Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/

Addressing gender inequality is not only a matter of intrinsic value and a moral imperative, but it can also enhance growth, productivity, competitiveness and the sustainability of economies.

In this podcast, Valérie Guillaumin, Director, Sustainable Finance at ICMA, talked with two committed women, from well-known organisations that have issued bonds to finance social projects, about why investing in gender equality matters.

• Natasha GARCHA, Senior Director, Innovative Finance and Gender-Lens Investing Specialist at Impact Investment Exchange (IIX)
• Heather KIPNIS, Principal Operations Officer, Gender and Economic Inclusion Group at the International Finance Corporation (IFC)

ICMA’s Andy Hill speaks with Ruth Yang, Global Head of Private Market Analytics, S&P Global Ratings, and Christina Padgett, Head of Leveraged Finance Research and Analytics, Moody’s Ratings, about developments in the Private Credit market, the trends and drivers, potential risks, and the prospects for further growth.

In this podcast, Stefano Pierini, Head of Finance and Investor Relations at Ferrovie dello Stato Italiane and a member of the ICMA Corporate Issuer Forum, discusses how Ferrovie engages with the debt capital markets, the importance of - and access to - sustainable labelled instruments, and measures to mobilise capital and ensure more inclusive access to markets.

In this episode, two experienced market practitioners – David Camara Iniesta (Senior Trading Strategist, Bank of America) and Nina Suhaib-Wolf (Senior Director, Market Practice & Regulatory Policy, ICMA) – discuss how the trading floor has evolved over the years including the impact of technology, market trends and the evolving regulatory environment and what it might look like in the future.

Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others.

Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee.

In this podcast, recorded on 22nd November, the team discussed the implications for geopolitics and markets following the election victory of Donal Trump’s Republican party in early November.

Domestically, how might the policies he is believed to want to pursue affect the US economy and the markets? Does his agenda of import tariffs (especially upon China) signal that inflation will persist and perhaps worsen.

And what does this mean for rates? Will long-term interest rates remain at higher levels, or can we expect them to fall once the post-election euphoria dissipates?

In equity markets we’ve heard a lot about the “Trump trade”. What is it? Is this a prelude of what we can expect in the future? Or will the current market optimism eventually fade away once announced policies are rolled out?

Outside of the US, the team also cover the upcoming election in Germany and their view on how the election might play out and the potential repercussions for economies and markets, in Germany, across the EU and beyond.

If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org.

Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/

In this episode, we explore how transition finance is shaping sustainable markets by bridging the gap between current challenges and the solutions needed for a sustainable future. Join Anjuli Pandit from HSBC, Ketish Pothalingam (formerly of PIMCO), and ICMA's Simone Utermarck as they dive into the role of ICMA’s principles and frameworks in driving meaningful progress in this essential area.

In this podcast, Patricia Gentile, Group Head of  Finance & Insurance at A2A and member of the ICMA Corporate Issuer Forum, discusses the profile of A2A’s sustainable finance instruments, their benefits, alignment with the EU Green Bond Standard and measures enhancing accessibility in the debt capital markets.

In the latest episode, join Ruari Ewing, Katie Kelly, and Miriam Patterson, Senior Directors in the Market Practice and Regulatory Policy team at ICMA, as they discuss Primary Markets and the Bond Issuance Cycle.

In this podcast, Alessandro Canta, Head of Finance and Insurance at Enel and Steering Committee member of the ICMA Corporate Issuer Forum, discusses the challenges of achieving carbon neutrality, especially in a landscape heavily influenced by global geopolitical uncertainty. He explains how Enel is addressing these challenges by leveraging sustainable finance instruments, while also exploring opportunities to enhance innovation and accessibility in the debt capital markets.