ICMA Podcast

ICMA Quarterly Briefing Q1 2025: Bond market transparency and consolidated tapes in the EU and UK

Nina Suhaib-Wolf, Director, ICMA, presents the latest updates on the EU and UK frameworks for bond market transparency and consolidated tapes.

ICMA Quarterly Briefing Q1 2025: ESMA clarifications on ESG-related fund naming guidelines

Ozgur Altun, Associate Director, Sustainable Finance, provides an overview of the ESMA’s Guidelines on ESG-related fund names.

ICMA Quarterly Briefing Q1 2025: Looking forward: ICMA’s strategic priorities for FinTech and digitalisation in 2025

Georgina Jarratt, Managing Director, ICMA, updates on ICMA's strategic priorities for FinTech and digitalisation in 2025.

ICMA Quarterly Briefing Q1 2025: MAS Guardian Fixed Income Framework

Gabriel Callsen, Senior Director, FinTech and Digitalisation, ICMA talks about the MAS Guardian Fixed Income Framework.

AMIC Market update: ICMA Asset Management & Investors Council

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/

Why investing in gender equality matters?

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)

The state and outlook for the Private Credit Market

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.

ICMA corporate issuers podcast series: Ferrovie dello Stato Italiane

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.

ICMA Education & Training presents ''Let's Talk Markets'' - Episode 10 - History of the Trading Floor

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.

The AMIC Podcast: Discover Insights on Geopolitics, Markets, and Asset Classes

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/