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Look Forward

Look Forward

S&P Global 100 Episodes Jul 16, 2026

Look Forward is a podcast from S&P Global that provides forward-looking insights on macroeconomic trends, capital markets, energy transition, and global trade. The show features expert perspectives from S&P Global's Look Forward Council, helping listeners prepare for emerging opportunities and challenges. Episodes focus on the decisions that shape tomorrow in rapidly shifting markets.

Episodes

India Forward: Navigating Global Shocks and Energy Security
India Forward: Navigating Global Shocks and Energy Security Jul 16, 2026 28:28 In this episode of the Look Forward podcast, S&P Global experts Deepa Kumar and Gauri Jauhar examine how the Middle East conflict is stress-testing India's economy through energy dependence, trade exposure, remittances, currency pressure, inflation, and geopolitical balancing. They discuss why this shock is more multi-layered than past crises and how India's resilience is being challenged even as
Inflection Points: Is it a New Energy World? | Look Forward Ep. 34
Inflection Points: Is it a New Energy World? | Look Forward Ep. 34 Jul 2, 2026 31:10 In this episode of the Look Forward podcast, host Naki Mendoza speaks with Daniel Yergin, vice chair of S&P Global Energy, founder and chair of CERAWeek, and Pulitzer Prize-winning author of The Prize, The Quest, and The New Map. Together, they examine a volatile moment for global energy, shaped by conflict in the Middle East, the Strait of Hormuz disruption, shifting supply chains, and renewed fo
Partner Perspectives: Precision in a Shifting Bond Landscape
Partner Perspectives: Precision in a Shifting Bond Landscape Jun 18, 2026 46:16 In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed income markets. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, the conversation examines how geopolitical disruption, technological innovation, and  new market
Partner Perspectives: Decoding Concentration Risk, Index Design, and the Next Era of Choice
Partner Perspectives: Decoding Concentration Risk, Index Design, and the Next Era of Choice Jun 17, 2026 26:52 In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, the conversation explores one of the most foundational yet rapidly evolving forces in modern investing: indexing. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, this episode examines how market concentration, changing corporate leadership, and expa
Partner Perspectives:  Inside the Forces Driving Resilience and Expansion in Private Markets | Look Forward Ep. 31
Partner Perspectives: Inside the Forces Driving Resilience and Expansion in Private Markets | Look Forward Ep. 31 Jun 16, 2026 38:01 In this premiere episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz examines how private markets are reshaping capital formation, portfolio construction, and long-term investment strategy. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, this conversation explores why companies are staying p
Middle East Tensions: Power, Pressure Points, and Pathways | Look Forward Ep. 30
Middle East Tensions: Power, Pressure Points, and Pathways | Look Forward Ep. 30 Jun 4, 2026 23:14 In this episode of the Look Forward podcast, host Aries Poon is joined by Carlos Pascual, Head of Geopolitics and International Affairs at S&P Global's Energy Division, to examine the Middle East conflict through a wider geopolitical lens. Drawing on decades of experience in diplomacy, energy security, and international affairs, Carlos explains why this crisis matters far beyond the region.
Middle East Tensions: Global growth, inflation, and risk | Look Forward Ep. 29
Middle East Tensions: Global growth, inflation, and risk | Look Forward Ep. 29 May 19, 2026 16:22 In this episode of Look Forward, host Aries Poon discusses the macroeconomic implications of the Middle East conflict with Paul Gruenwald, Global Chief Economist at S&P Global Ratings. Paul explains how the crisis has evolved through three stages, flow shock, supply shock, and market shock—with the current focus on physical shortages and depleted buffer stocks, especially in energy-importing count
Post-CERAWeek: Power, Policy and the Electrotech Age | Look Forward Ep. 28
Post-CERAWeek: Power, Policy and the Electrotech Age | Look Forward Ep. 28 Apr 27, 2026 47:23 Energy has moved back to the center of corporate strategy and public policy—and AI is a major reason why. In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by S&P Global experts Aneesh Prabhu, Ashutosh Singh, and Raoul LeBlanc to discuss the fast-changing energy reality now confronting utilities, investors, and governments. Related Research: Look Forward: Ene
Digital Euro: Strategic Autonomy, Bank Deposit Risk, and What a Retail CBDC Really Means | Look Forward Ep. 27
Digital Euro: Strategic Autonomy, Bank Deposit Risk, and What a Retail CBDC Really Means | Look Forward Ep. 27 Apr 16, 2026 25:34 The European Central Bank has entered the preparation phase for a digital euro—and political momentum is building toward a potential launch before 2030. In this episode, host Aries is joined by Cihan Duran (Ratings) and Shuchita Shukla (Market Intelligence) to break down what the digital euro is (and isn't), why EU policymakers are prioritizing it now, and what it could mean for payments, consumer
Power, Data, and Policy: How Technology Is Rewiring Geopolitics in the Age of Agility | Look Forward Podcast Ep. 26
Power, Data, and Policy: How Technology Is Rewiring Geopolitics in the Age of Agility | Look Forward Podcast Ep. 26 Mar 13, 2026 25:21 In this episode of the Look Forward Podcast from S&P Global, host Aries Poon speaks with Natznet Tesfay, Global Head of Analysis at S&P Global Market Intelligence, about how technology is becoming the decisive game changer in geopolitics as we approach 2026. They explore why geopolitics has shifted from sporadic shocks to a constant operating condition, and how traditional stabilizers like frictio
AI Labor Market Disruption
AI Labor Market Disruption Feb 26, 2026 20:47 AI is everywhere in the headlines—but what does it actually mean for jobs? In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by Sophie Malin (Principal Economist, Global Labor Markets) and Pollyanna De Lima (Economics Associate Director, Purchasing Managers' Index/PMI) to separate hype from real-world labor market signals.  The conversation starts with a cru
Credit Risks of The Current AI Data Center Infrastructure Investment Boom
Credit Risks of The Current AI Data Center Infrastructure Investment Boom Feb 16, 2026 34:02 The exponential expansion of global AI investment looks set to continue at scale in 2026, with hyperscalers on track to spend $625 billion in aggregate data center capex by year-end. The boom is also lifting players that supply the ecosystem, with near-term demandoutstripping the supply of new data center capacity and corresponding investments materially boosting growth in the broader U.S. econom

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