Fitch Ratings senior directors Manuel Arrive and Brian Schneider share their 2027 global reinsurance outlook and Monte Carlo Summit takeaways, covering softening pricing, alternative capital, AI and data center risk, and sector profitability.

Fixed Interests explores US & European bank performance in 2026. Cynthia Chan, Olivia Perney & Julie Solar discuss profitability, diverging outlooks, RWA density gaps & how Basel III reforms could reshape the regional banking landscape. Listen now.

AI adoption momentum remains strong, but recent developments have eroded frontier labs’ pricing power and raised questions over the sustainability of current AI capital expenditure levels.

Fitch's Deborah Murnin and Wunmi Adekanmbi explore how AI may impact media subsectors. While AI isn't expected to drive negative rating actions near term, it adds uncertainty.

Fixed Interests examines Fitch's approach to rating financial guarantors in EMEA. Sabine Bauer and Inal Kishmariya discuss this niche insurance sector and key rating drivers: diversification, governance, capital adequacy and shareholder support.

Alex Muscatelli from Fitch Ratings joins Aymeric Poizot to unpack a risk scenario on a major AI equity and CapEx correction: 35% share price plunge, US recession, global stagnation, and rate cuts. Not Fitch's base case, but a key risk worth watching.

With long-dated yields at multi-decade highs across major markets, Fitch's Ed Parker examines the fiscal, inflation and supply forces at play, and which sovereigns face the greatest rating risk as debt burdens climb and refinancing costs rise.

Explore how the Middle East crisis and rising jet fuel prices are hitting EMEA airlines. Fitch analyst Raman Singla joins Andrei Sandu to discuss Q2 profit declines, why low-cost carriers face greater risk, and the outlook if the conflict drags on.

新规推动现房销售、收紧预售资金监管，房企在项目投资、经营性现金流、杠杆率管理上面临新考验。头部央企更具韧性，行业整合加速。