TXF Risky Business Podcast

Tom Dunn (Orbian) and Peter McKillop (Climate & Capital Media) return to the TXF Risky Business Podcast for the second episode of our series focused on the climate economy. In this episode Tom and Peter reflect on their key takeaways from COP26, their expectations for China's five year climate plan and the role which capital markets can play in addressing the imperatives and opportunities of climate change.

TXF spoke with BAFT' Steve Bash about celebrating 100 years of leadership in finance and trade. 

In the run-up to TXF's Global Trade Virtual 2021 on 23-24 June, Patrick DeVilbiss, Offering Manager at CGI talks to TXF about how accelerated trade digitisation amid the pandemic should be long lasting.

Orbian Chairman, Tom Dunn, returns to the TXF Risky Business Podcast airwaves with the first instalment of a brand new series for 2021. In this opening episode, Tom sits down with Peter McKillop, Founder & Editor-in-chief at Climate & Capital Media, to discuss the mainstreaming of climate considerations within the investment agenda and political sphere. Supply chains are one of the most important levers for businesses to have a positive impact across a broad Environmental, Social and Governance (ESG) agenda. To find out more about how supply chain finance can help you achieve your corporate sustainability goals, download Orbian's ESG report here: https://orbian.com/research-report/  

In the fourth of a series of insights on the impact of Covid-19 on the global economy, Orbian CEO Tom Dunn interviews Felix de Grey, a writer and urbanism specialist, to discuss how cities globally have been affected by the pandemic and what cultural and infrastructural changes can be expected going forward.

In the third of a series of insights on the impact of Covid-19 on the global economy, Orbian CEO Tom Dunn interviews Gordon D’Arcy, a retired Irish rugby player, to discuss how the world of sport has been affected by the pandemic.  

In the third of a series of insights on the impact of Covid-19 on the global economy, Orbian CEO Tom Dunn interviews Huw Cordey, acclaimed natural history film producer, to find out how the natural world is being affected by the pandemic.

In the second of a series of insights on the impact of Covid-19 on the global economy, Orbian CEO Tom Dunn interviews Judith Tyson, a fellow at the Overseas Development Institute. How will emerging markets mitigate the economic fallout of the Covid-19 pandemic compared to OECD countries? 

Supply chain finance can be a great tool for keeping funding flowing to all parts of the supply chain, but is there an existential strain on programmes from the dislocations of physical supply chains amid Covid-19? How will the crisis hit banks' and non-bank programmes and how will contracts be affected? Will ECAs and governments increasingly have to step in?  

In the first of a series of insights on the impact of Covid-19 on the global economy, Orbian CEO Tom Dunn interviews Archie Brown, Emeritus Professor of Politics at Oxford University. How important is the role of the ‘leader’ in the crisis? 

During a volatile month for global trade and the commodities market amid the coronavirus pandemic, TXF spoke to Jean Woo, partner at Ashurst in Singapore, to discuss how the law firm is staying abreast of the legal requirements facing its corporate clients as many of them look to restructure their debt. Woo also shares her opinion on whether there is any real substance to sustainability-linked deals, or is it just a case of greenwashing?  

Following his panel at the PRI conference in December, TXF sat down with Pierre Vergnes, head of institutional financing at French-based solar infrastructure company Fonroche Lighting. We discussed why the company does not buy private insurance, the challenges that lack of security in some counties presents and why ECA financing is a no brainer.

On the sidelines of TXF’s PRI conference last month, Saqib Mustafa, executive director of structured trade and receivable finance within the global transaction banking team at Santander, spoke to TXF to discuss the benefits of shopping around for private insurance brokers, and whether blockchain really is the future for trade deals?

Appetite and capacity for credit and political risk insurance (CPRI) has been growing in the past 10 years but may be plateauing as the market matures. Matthew Beckett, EMEA director of insurance placement and loan capital markets at SMBC gives Katharine Morton a bank’s perspective on the future of what has been perceived as a ‘silent’ product in the run up to TXF’s CPRI conference in London on 4 December 

From the sidelines of TXF Geneva, TXF sat down with Amitji Odedra from Qbera Capital to discuss corporate appetite for diversification in funding, how the trade finance gap is creating opportunities for alternative funds and dabbling in the secondary trading market. 

Boris Jaquet, EMEA Head, distribution, Deutsche Bank talks to TXF’s Katharine Morton about his views of the state of play of the Credit and Political Risk Insurance (CPRI) market and how to get the best from CPRI ahead of the TXF Conference in London on 4 December 2019.

TXF's head of trade, treasury and risk, Katharine Morton, spoke with CGI's product manager for trade and supply chain solutions Patrick DeVilbiss about the key trends he saw emerging in Sibos 2019.

In the fourth of this series of Risky Business podcasts Coriolis Technologies CEO Rebecca Harding talks to TXF’s Katharine Morton about how the internal challenges of the EU continue to pull at the union. Is trade the way out of its problems?

In the third of this series of Risky Business podcasts Coriolis Technologies CEO Rebecca Harding talks to TXF’s Katharine Morton about how it’s not all about trade wars for China trade, but it doesn’t help.

In the second of this series of Risky Business podcasts Coriolis Technologies CEO Rebecca Harding talks to TXF’s Katharine Morton in more depth about the effects trade wars are having on US trade, and what the impact will be of US Exim getting back its mandate.

TXF spoke with Steven Beck, head of trade and supply chain finance at the Asian Development Bank (ADB), to find out more about the development bank’s year-on-year growth in supported trade, as well as its latest initiative to create a standardised approach to the reporting of Suspicious Activity Reports (SARs) by banks to regulators.

TXF and Coriolis Technologies’ country risk index investigates the trends in trade weaponization in Africa. Rebecca Harding, CEO of Coriolis Technologies points to increased terrorism, political risks and the double-edged sword of China’s BRI. This is the last in the series of seven insights.

TXF and Coriolis Technologies’ country risk index investigates the trends in trade weaponization in MENA and GCC. MENA and GCC foreign policy risks rise outside the usual spots. Rebecca Harding, CEO of Coriolis Technologies also looks at Lebanon, Libya and Morocco where functioning banking systems are helping support nascent trade hubs. This is the sixth in the series of seven insights.

TXF and Coriolis Technologies’ country risk index digs deep into the strategic trends in militarisation of trade. In this section Rebecca Harding, CEO of Coriolis Technologies sees weaponization of trade in Brexit rhetoric, European populism and Turkish troubles. This is the fifth in the series of seven insights. 

TXF and Coriolis Technologies’ country risk index digs into strategic trends in trade weaponization in Asia. Here, Rebecca Harding, CEO of Coriolis Technologies sees Asia in transition, China’s weapons trade increasing and upticks in arms imports in Australia, Japan and Indonesia. This is the fourth in the series of seven insights.

TXF and Coreolis Technologies’ country risk index investigates the trends in trade weaponization in Russia and Eurasia. Here, Russia’s ‘hybrid war’ trade strategy and it’s marriage of convenience with China’s trade tactics are investigated by Rebecca Harding, CEO of Coreolis Technologies. This is the second in the series of seven insights.

TXF and Coreolis Technologies’ country risk index digs deep into the strategic trends in militarisation of trade and in this overview, Rebecca Harding, CEO of Coreolis Technologies sees weaponization of trade in unexpected areas. This is the first in the series of six insights.

Mark Schulz, director of risk, claims & collections and executive board member at Euler Hermes, explains how the German ECA has embraced the digital revolution, expanded its presence in emerging markets and increased its product offerings. And there’s much more still in the pipeline.

SMEs are the engine behind Africa’s trade growth, but funding is scarce. Kofi Adomakoh, head of bank guarantees and special finance at Afreximbank, outlines the bank’s mantra, Impact 2021: Africa Transformed, and explains how improving access to trade finance for SMEs is key to promoting intra-African trade.

TXF spoke with Rachael Anstock, head of UK credit & political risks at Zurich, to discuss the insurer’s product innovations, and to find out whether the private market is competing with ECAs for business, rather than collaborating.

Citi extended its participation in the GTLP this summer almost a decade after its inception. TXF spoke with John Ahearn about the importance of the programme.

In a time of geopolitical uncertainty, how are private insurance underwriters planning ahead for the future and what challenges and opportunities are key risk hot spots presenting to them? This episode brings you an excerpt from the opening ‘Country Risk Review’ panel discussion at the recent TXF Political Risk & Trade Credit Insurance conference. With a focus on Turkey, Russia, Angola, Zambia, Mexico and Brazil, this panel comprised of insurance underwriters and risk experts provides an in depth analysis of the key global risk trends. Panellists:Nick Kilhams, Senior Underwriter, Chaucer SyndicatesPeter Jenkins, Head of Political & Credit Risk Team, Brit SyndicatesAlexia Ash, Senior Consultant, Economics and Country Risk, IHS MarkitRebecca Harding, CEO, Coriolis Technologies LimitedModerator: Dan Sheriff, CEO, TXF

Trade finance is becoming an asset class and there’s an evolving regulatory landscape with Basel IV and PRA changes. Marilyn Blattner-Hoyle, head of supply chain and trade finance at AIG, talks to TXF about the growing pressures for lenders to use the private insurance.

Amid potential changes to PRA regulations, IFRS accounting standards, and sovereign risk exposures, the trade credit insurance landscape will have to evolve. Gary Lowe, head of the credit insurance desk at Standard Chartered, gives his take on these regulatory constraints and what buying trade credit insurance in a post-Brexit world will look like.  

When it takes the same amount of time to underwrite the risks of a power station as a letter of credit, something had to give. Chris Hall, Senior Underwriter, Liberty Specialty Markets discusses Toredo, a web-based platform which moves trade credit insurance underwriting into the digital era.

Robert Frank, global head for insurance and risk mitigation at Gerald Metals, spoke to TXF about the CPRI market, the digitisation myth and how having multiple brokers keeps them on their toes.

Amber Case is author of ‘Calm Technology’, a book about designing for your attention and designing better technology that works with and not against you, that makes good use of your attention. Katharine Morton sits back and chats with the ‘cyborg anthropologist’ about the wider applications of calm technology for finance and trade. Don’t race to digitise.

Getting banks, regulators and investors to understand trade funds better is key to trade evolving as an investible asset class. Aidan Applegarth, owner and managing director of Bankingwise, a trade services consultancy is perturbed by the lack of support from the banks and the fact that the market has potential to grow as long as it’s not viewed as one-size-fits-all.

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   Post-election, what will Erdogan’s continued policies to consolidate power mean in terms of international investment opportunities in Turkey? Should we expect a wait and see policy for the coming months? What does the election mean for Turkey, and for European partners that are asking an increasing amount from the country against a background of the migrant crisis and troubles in the Middle East? 

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   In this episode, Dan interviews Rebecca on all things Asia-Pacific, from Belt and Road, to terrorist risks in Philippines and Indonesia, to elections in Pakistan.

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   Following the conclusion of the 2018 World Cup, Rebecca examines trends behind the scenes in Russia, the continued troubles in Ukraine, tensions in Eurasia, and the long term impact sanctions have (and haven’t) had on Russian trade flows.    Meanwhile in Europe, we also analyse the risks posed by the rise of populism in Poland, Hungary, Germany and Italy… and of course we also reference the UK and the current British obsession… Brexit.

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   In this episode we look at trends in risk across North and South America, including the war on drugs in Mexico, Trump’s tariffs, anti-corruption movements in Brazil, and the impact all of the above is having on financed investment in the region.

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   This episode covers the Middle East, with tensions over Yemen, a changing role for Israel, trade flows through Oman, and short term challenges in Egypt.

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   With a special focus on Africa, this episode looks at recent political developments in South Africa, stability and anti-corruption movements across the continent, the role of China, and the latest risk ratings for Ghana, Nigeria, Ethiopia and Kenya. 

The Risky Business podcast analysis country risk around the globe. For more information on our unique ratings, go to www.txfnews.com/countryrisk.   In the first episode, Dan and Rebecca explore the methodology behind the ratings, anomalies that exist, and some little known nuggets of information you won’t get from other country risk ratings, including a unique look at Denmark

The US’s most successful export at the moment seems to be populism, says Rebecca Harding, CEO of Coriolis Technologies. TXF and Coreolis Technologies’ country risk index investigates the trends in trade weaponization in the Americas. Here, Canada and Mexico export arms, Central America imports populism. This is the third in the series of seven insights.

Peter Mulroy, Secretary General of FCI spoke to Katharine Morton at the ICC banking commission annual meeting in Miami about how trust is helping factoring move beyond the ‘wild west syndrome’ and how transparency is vital for building trust in the future of reverse factoring.

Trade finance business is booming at the Asian Development Bank. Katharine Morton spoke to Steven Beck, the ADB’s head of trade and supply chain finance, at the ICC Banking Commission annual meeting in Miami about the reasons underpinning the growth and whether derisking is having an impact.

In the first of this series of Risky Business podcasts Coriolis Technologies CEO Rebecca Harding talks to TXF’s Katharine Morton about where we are now with trade weaponization and the effect that trade wars are having on the key power relationships and physical supply chains globally, with technology at the forefront.

Daniel Schmand, chair of the ICC Banking Commission and global head of trade finance at Deutsche Bank caught up with TXF’s Katharine Morton at the ICC Annual Meeting in Miami about his outlook for trade and trade finance and how non-financial risk in trade can be viewed.