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Structured Finance in Focus

Fitch Ratings
Get an inside look at the world of securitization with Fitch Ratings’ Structured Finance in Focus podcast series – join our expert analysts each month for the insights you need to navigate the latest developments across CLOs, ABS, CMBS, RMBS and more.
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Episodes

Data Center Securitizations

Rui Pereira, Global Group Head, Structured Finance, and Eric Rothfeld, Managing Director – Head of North American CMBS New Issue Ratings, discuss data center securitizations and Fitch Ratings’ approach to this growing sector.

Jul 25, 20257 minEp. 22

Fitch's Framework for Climate Risk in Structured Finance

Join our analysts, Susanne Albers and Will Rossiter, as they explore Fitch's framework for evaluating physical climate risks in structured finance and covered bonds, highlighting key principles and the potential impact on asset performance over time.

Jun 17, 20258 minEp. 21

UK and Dutch Mortgage Market Update 2025

Join Drew Smith, Cristina Pagani, and Vincent Dobbelaar from the EMEA RMBS analytical team as they provide insights on the UK and Dutch mortgage market, including trends and forecasts for both current mortgage performance and house prices.

Apr 07, 202510 minEp. 20

Exploring the Evolving Landscape of Data Center Securitization

Rui Pereira, Global Head of Structured Finance, and Managing Directors Dan Chambers and Eric Rothfeld explore data center securitization, analyzing Fitch's paper on assumptions, debt structures, and global criteria adaptations in CMBS and ABS markets.

Apr 03, 20257 minEp. 19

Australian and New Zealand Markets in 2025

Ben McCarthy and Natasha Vojvodic of APAC Structured Finance discuss the outlook for the Australian and New Zealand markets in 2025, looking at issuances, credit trends, property prices, and the evolving RMBS landscape.

Mar 05, 20258 minEp. 18

UK Non-Conforming Mortgage Sector Update January 2025

Join Haider Sarwar, Senior Director, and Brad Kellman, Associate Director, on the EMEA RMBS Analytical team as they discuss persistent challenges in the UKN mortgage sector, including high arrears, repossession activity, and borrower vulnerabilities,

Jan 16, 202510 minEp. 17

Global Housing and Mortgage Outlook 2025

Join Kevin Kendra, Head of North America RMBS, Alessandro Pighi, Head of EMEA RMBS & Ben McCarthy, Head of APAC SF, as they discuss the Global Housing and Mortgage Outlook for 2025. Explore home price growth, performance trends & key issues to watch.

Dec 12, 202411 minEp. 16

Australian Structured Finance 2024/25 - Hindsight and Foresight

Join Ben McCarthy as Natasha Vojvodic and Chris Stankovski from the APAC Structured Finance (SF) analytical team discuss key 2024 Australian SF trends, the impacts of falling interest rates, investor insights, and interesting developments for 2025.

Nov 28, 202412 minEp. 15

Unemployment Trends & Consumer ABS

Join ABS experts Ian Rasmussen, Harry Kohl and Mike Girard as they walk through Fitch’s latest unemployment expectations for 2025 and what to watch in consumer ABS.

Oct 03, 202415 minEp. 14

Key Structured Finance Trends in APAC

Ben McCarthy, Head of APAC Structured Finance, and Tracy Wan, Senior Director, discuss 2024's key themes in Asia-Pacific structured finance, including issuance growth, credit performance in China and Australia, and considerations for fintech lenders.

Aug 27, 20248 minEp. 13

Oil and Gas PDP Securitizations

Join Global Cross Sector leaders, Managing Director Greg Kabance and Director Kevin Lopez, as they discuss recent oil and gas PDP securitizations and updates on Fitch's criteria for asset concentration and characteristics.

Aug 21, 20246 minEp. 12

Structured Finance Markets in Non-China APAC

Explore Structured Finance markets in Asia Pacific outside China, and potential evidence of deteriorating metrics, with APAC SF Senior Directors Natasha Vojvodic and Atsushi Kuroda, and Head of APAC Structured Finance Ben McCarthy.

May 31, 202415 minEp. 10

Factors Influencing Subprime Auto ABS Performance

Join ABS analysts Todd Swanson, Director, and Nicholas Eklund, Associate Director, for a look into performance trends in the subprime auto ABS space, including some unique post-pandemic drivers and how they may impact performance going forward.

May 02, 20248 minEp. 9

Digital Infrastructure - Fiber ABS Spotlight

Fitch Global Cross Sector- Structured Finance analysts Dan Chambers, Managing Director, Rob Buckley, Director, and Everett Bruer, Associate Director, discuss Fiber ABS as it emerges as the dominant technology within digital infrastructure.

Feb 21, 202411 minEp. 7

Liquidity Protection in Covered Bonds Programmes

Fitch covered bond analysts Cosme de Montpellier, Senior Director, and Emanuela Loppo, Director, discuss the role and importance of liquidity protection in covered bond programmes.

Feb 01, 20247 minEp. 6

Global Housing and Mortgage Outlook 2024

EMEA and US RMBS Heads Alessandro Pighi and Kevin Kendra discuss their views and outlooks on global home prices and mortgage performance with Ben McCarthy, Head of APAC Structured Finance.

Dec 15, 202312 minEp. 5

Used Electric Vehicles and the Impact on UK Auto ABS

EMEA ABS Senior Director Andy Brewer, and Director Tom Deacon, discuss the recent decline in used electric vehicle prices in the UK, and how this may impact auto ABS transactions in the region.

Nov 29, 20237 minEp. 4

What to Expect from Australian Structured Finance

Ben McCarthy, Head of APAC Structured Finance, and Natasha Vojvodic, Senior Director of APAC Structured Finance, discuss expectations for the sector in Australia in 2024, including ABS delinquency rates, the emergence of bank RMBS issuance, and more.

Nov 06, 20238 minEp. 3

UK Mortgage Market Update

Join Cristina Pagani, Director, EMEA RMBS and Brad Kellman, Associate Director, EMEA RMBS, for a discussion of the UK mortgage market in today's high interest rate environment, with a focus on activity in the buy-to-let and non-conforming sectors.

Sep 28, 20239 minEp. 2

Fitch Ratings Presents "Structured Finance in Focus"

With global structured finance issuance down again this year, what should investors and issuers expect for 2024? How should market participants respond to the confluence of depressed commercial real estate markets in the US, falling home sales in China, and slowing CLO activity in Europe? Tune in to Fitch’s new Structured Finance in Focus podcast for insights on these topics and more. Moderated by a rotating cast of our experienced structured finance analysts, Structured Finance in Focus aims to...

Sep 18, 202352 secEp. 1
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