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Look Forward

Look Forward

S&P Global 100 Episodes Sep 21, 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

The Resilience Imperative | Look Forward Ep. 39
The Resilience Imperative | Look Forward Ep. 39 Sep 21, 2026 40:55 Host Naki Mendoza talks with Lindsey Hall, Global Head of Thought Leadership at S&P Global Horizons, about why "resilience" has become the organizing idea of sustainability in 2026 and the anchor theme of the new edition of S&P Global's Sustainability Quarterly. Together, they unpack how the language has evolved from ESG to sustainability to resilience, and what S&P Global's research shows about e
China's Industrial Policy Reset: Autonomy and Productivity | Look Forward Ep. 38
China's Industrial Policy Reset: Autonomy and Productivity | Look Forward Ep. 38 Aug 27, 2026 22:33 In this episode of the Look Forward podcast, host Naki Mendoza turns the tables on regular co-host Aries Poon, one of the lead authors of the research, to unpack what's actually changed in Beijing's industrial playbook — and why it matters for global supply chains, competitors, and policymakers. The Look Forward Podcast is powered by the S&P Global Institute. The S&P Global Institute is the center
Pressure Points: Liquidity, Complexity, and the Rise of Private Credit | Look Forward Ep. 37
Pressure Points: Liquidity, Complexity, and the Rise of Private Credit | Look Forward Ep. 37 Aug 17, 2026 26:18 Private credit has grown from a post-financial-crisis gap-filler into a roughly $2 trillion market — and with investor redemptions and AI disruption fears making headlines, it's facing fresh scrutiny. Host Molly Mintz is joined by S&P Global Ratings' Matthew Mitchell, Managing Director for Structured Finance, and Evan Gunter, Managing Director and Head of Private Markets Research, to unpack where
The AI-Energy Paradox: Balancing Innovation with Sustainability | Look Forward Ep. 36
The AI-Energy Paradox: Balancing Innovation with Sustainability | Look Forward Ep. 36 Jul 31, 2026 22:31 Artificial intelligence is accelerating demand for data center power at a pace that is reshaping the global energy agenda. In this episode of the Look Forward podcast, host Aries Poon speaks with Tony Lenoir, data center expert at S&P Global, about whether AI growth can coexist with decarbonization goals — and how hyperscalers are rethinking their energy strategies in response. The Look Forward Po
India Forward: Navigating Global Shocks and Energy Security | Look Forward Ep. 35
India Forward: Navigating Global Shocks and Energy Security | Look Forward Ep. 35 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

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