Structured Finance in Focus
Business & Finance
About
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.
Episodes
- Inside U.S. RMBS: Underwriting Trends and Operational Risk Profiles
Kevin Kendra, Susan Hosterman, and Peter Stavropoulos discuss current mortgage underwriting trends and introduce Fitch's new U.S. RMBS reports. The conversation covers operational risk profiles within the sector.
- Geopolitics, Credit Performance, and Emerging Themes in Asia
Ben McCarthy and Tracy Wan discuss the drivers of structured finance in APAC, including geopolitics, oil prices, credit performance, fraud risks, and digital infrastructure.
- Global Housing and Mortgage Outlook 2026
RMBS heads Kevin Kendra, Alessandro Pighi, and Ben McCarthy discuss the Global Housing and Mortgage Outlook for 2026. The conversation covers home price growth, performance risks, and key market trends.
- Navigating CMBS Trends - Issuance Activity, Data Centers, and 2026 Outlook
Robert Vrchota and Adam Ott discuss current CMBS issuance activity, data center financing, and conduit market trends. They also cover Fitch's 2026 outlook and projections for the sector.
- Covered Bonds Criteria Update: Key Changes
Cosme de Montpellier and Natasha Guerer, Senior Director and Director at Fitch respectively, discuss the key changes in Fitch's latest covered bonds rating criteria.
- Data Center Securitizations
Rui Pereira and Eric Rothfeld discuss data center securitizations and Fitch Ratings’ approach to this growing sector.
- Fitch's Framework for Climate Risk in Structured Finance
Susanne Albers and Will Rossiter examine Fitch's framework for assessing physical climate risks within structured finance and covered bonds. The discussion covers core principles and the potential effects on asset performance.
- UK and Dutch Mortgage Market Update 2025
Drew Smith, Cristina Pagani, and Vincent Dobbelaar from the EMEA RMBS analytical team share insights on the UK and Dutch mortgage markets. The discussion covers current mortgage performance and house price trends and forecasts for 2025.
- Exploring the Evolving Landscape of Data Center Securitization
In this episode, Structured Finance experts Rui Pereira, Dan Chambers, and Eric Rothfeld delve into data center securitization. They examine Fitch's research on assumptions, debt structures, and how global criteria are adapting across CMBS…
- Australian and New Zealand Markets in 2025
Ben McCarthy and Natasha Vojvodic of APAC Structured Finance preview the Australian and New Zealand markets in 2025. They will cover issuances, credit trends, property prices, and the changing RMBS landscape.
- UK Non-Conforming Mortgage Sector Update January 2025
Haider Sarwar and Brad Kellman provide an update on the UK non-conforming mortgage sector, discussing persistent challenges such as high arrears, repossession activity, and borrower vulnerabilities.
- Global Housing and Mortgage Outlook 2025
Kevin Kendra, Alessandro Pighi, and Ben McCarthy discuss the Global Housing and Mortgage Outlook for 2025, detailing home price growth, performance trends, and significant factors to monitor.
- Australian Structured Finance 2024/25 - Hindsight and Foresight
Natasha Vojvodic and Chris Stankovski from the APAC Structured Finance team discuss 2024 Australian SF trends, the effects of declining interest rates, investor perspectives, and anticipate developments for 2025.
- Unemployment Trends & Consumer ABS
ABS experts Ian Rasmussen, Harry Kohl, and Mike Girard discuss Fitch's 2025 unemployment projections and significant developments in the consumer ABS market.
- Key Structured Finance Trends in APAC
Ben McCarthy and Tracy Wan of APAC Structured Finance review 2024 trends in Asia-Pacific structured finance, covering issuance growth, credit performance in China and Australia, and aspects relevant to fintech lenders.
- Oil and Gas PDP Securitizations
Managing Director Greg Kabance and Director Kevin Lopez discuss recent oil and gas PDP securitizations and updates on Fitch's criteria for asset concentration and characteristics.
- Trends and Outlook for European Consumer and Auto Finance
Markus Papenroth and Tom Deacon, ABS analysts, discuss current trends and the future outlook for the European consumer and auto finance sectors.
- Structured Finance Markets in Non-China APAC
This episode of Structured Finance in Focus examines Structured Finance markets in the Asia Pacific region, excluding China. Senior Directors Natasha Vojvodic and Atsushi Kuroda, along with Head of APAC Structured Finance Ben McCarthy, dis…
- Factors Influencing Subprime Auto ABS Performance
ABS analysts Todd Swanson and Nicholas Eklund discuss recent performance trends in the subprime auto ABS market. They examine post-pandemic factors and their potential impact on future performance.
- UK Mortgage Market Update 2024
This episode provides an update on the UK mortgage market for 2024.
- Digital Infrastructure - Fiber ABS Spotlight
Fitch Global Structured Finance analysts discuss Fiber ABS and its emergence as the dominant technology in digital infrastructure.
- Liquidity Protection in Covered Bonds Programmes
Fitch covered bond analysts Cosme de Montpellier and Emanuela Loppo discuss the function and significance of liquidity protection in covered bond programmes.
- Global Housing and Mortgage Outlook 2024
In the Global Housing and Mortgage Outlook 2024 episode, EMEA and US RMBS Heads Alessandro Pighi and Kevin Kendra share their perspectives on global home prices and mortgage performance. They are joined by Ben McCarthy, Head of APAC Struct…
- Used Electric Vehicles and the Impact on UK Auto ABS
EMEA ABS Directors Andy Brewer and Tom Deacon analyze the effect of declining used electric vehicle prices in the UK on regional auto ABS transactions.
- What to Expect from Australian Structured Finance
Ben McCarthy and Natasha Vojvodic share insights on Australia's structured finance sector for 2024, covering topics like ABS delinquency rates and the rise of bank RMBS issuance.
- UK Mortgage Market Update
Cristina Pagani and Brad Kellman discuss the UK mortgage market, focusing on the buy-to-let and non-conforming sectors within the current high interest rate environment.
- Fitch Ratings Presents "Structured Finance in Focus"
Fitch Ratings' new podcast, Structured Finance in Focus, will offer insights into the 2024 outlook for global structured finance, examining factors like US commercial real estate, Chinese home sales, and European CLO activity. The podcast…