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European Securitisation Insights
Morningstar DBRS
35 episodes
3 weeks ago
Enriched viewpoints on European securitisation markets from Morningstar DBRS. Join host Mudasar Chaudhry, Head of European Structured Finance Research, as he speaks with industry experts and holds in-depth discussions on keenly selected topics.
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All content for European Securitisation Insights is the property of Morningstar DBRS and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Enriched viewpoints on European securitisation markets from Morningstar DBRS. Join host Mudasar Chaudhry, Head of European Structured Finance Research, as he speaks with industry experts and holds in-depth discussions on keenly selected topics.
Show more...
Investing
Business,
News,
Business News
Episodes (20/35)
European Securitisation Insights
UK Housing Market
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by European Structured Finance Ratings Surveillance analysts, Andrew Lynch, Vice President and Sector Lead, and Clare Wootton, Vice President, to discuss the UK Housing Market.
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3 weeks ago
29 minutes 5 seconds

European Securitisation Insights
Covered Bonds in Focus
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Tomas Rodriguez-Vigil Junco, Senior Vice President, Sector Lead, European RMBS & Covered Bond Ratings to discuss the world of covered bonds. Chaudry and Rodriguez-Vigil Junco discuss the background of covered bonds, how they differ from typical securitisation, and why they remain such an important funding tool in European markets. They take a closer look at Morningstar DBRS's Global Methodology for Rating and Monitoring Covered Bonds, which is out for Request for Comments, highlighting some key changes under consideration and the reasons behind them. They also touch on some of the broader trends we're observing across the covered bond landscape
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1 month ago
20 minutes 22 seconds

European Securitisation Insights
Spain's Foreclosure and Bankruptcy Landscape
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Jorge Aranda Rodriguez, Senior Analyst, European Nonperforming & Reperforming Loan Ratings, to discuss Spain's foreclosure and bankruptcy landscape.
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2 months ago
17 minutes 56 seconds

European Securitisation Insights
Irish Buy-to-Let Sector
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Andrew Lynch, Vice President of European Structured Finance Ratings, Surveillance, and Petter Wettestad, Vice President of European Structured Finance Ratings, Surveillance, to discuss the Irish buy-to-let (BTL) sector.
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3 months ago
26 minutes 35 seconds

European Securitisation Insights
Global ABS 2025
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, collated thoughts from Morningstar DBRS analysts featured at this year’s Global ABS conference in Barcelona.
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4 months ago
16 minutes 42 seconds

European Securitisation Insights
Irish Prime and Nonprime RMBS
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Andrew Lynch, Vice President of European Structured Finance Ratings, Surveillance and Clare Wootton, Vice President of European Structured Finance Ratings, Surveillance to discuss the Irish housing market.
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5 months ago
21 minutes 13 seconds

European Securitisation Insights
Lending into Retirement
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Ketan Thaker, Managing Director, European Real Estate & NPL Ratings at Morningstar DBRS and Simon Webb, Managing Director, Finance and Capital Markets at LiveMore Capital, to discuss lending into retirement.
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5 months ago
27 minutes 41 seconds

European Securitisation Insights
Italian Unpaid Fiscal Claims: A Potential New NPL Subcategory
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Lorenzo Simonte, Assistant Vice President, European NPL Ratings and Norman Pepe, Partner at iLS London-Milan to discuss a unique development in the Italian securitisation market: a proposal to securitise unpaid tax bills due to the Italian national tax system.
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6 months ago
17 minutes 35 seconds

European Securitisation Insights
Bridging Loans in RMBS
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Ketan Thaker, Managing Director, European Real Estate & NPL Ratings, to discuss bridging loans.
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7 months ago
13 minutes 32 seconds

European Securitisation Insights
European Office Sector in Focus
Industry Group: Structured Finance Subindustry: All Region: Europe In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Dinesh Thapar, Vice President, European Commercial Real Estate Ratings, to discuss key trends affecting the European office sector.
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8 months ago
17 minutes 34 seconds

European Securitisation Insights
Climate Transition and Fixed Income: Identifying Leaders and Laggards
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Barbara Lambotte, Head of Sustainable Fixed Income Research at Morningstar Sustainalytics, and Christian Aufsatz, Managing Director, European Structured Finance Ratings at Morningstar DBRS, to discuss the climate transition and fixed income.
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10 months ago
25 minutes 52 seconds

European Securitisation Insights
Commercial Real Estate in Europe and the U.S.
In the latest episode of our “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, is joined by Erin Stafford, Managing Director of North American Real Estate Ratings, and Mirco Iacobucci, Senior Vice President and Sector Lead of European Commercial Real Estate Ratings, to discuss the current state of the commercial real estate (CRE) sector and commercial mortgage-backed security (CMBS) markets both in Europe and the U.S.
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11 months ago
38 minutes 35 seconds

European Securitisation Insights
UK RMBS: Resilient for the Most Part
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, is joined by Andrew Lynch, Vice President, European Structured Finance Ratings, Surveillance, and Petter Wettestad, Assistant Vice President, European Structured Finance Ratings, Surveillance, to discuss the UK Housing Market.
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1 year ago
34 minutes 18 seconds

European Securitisation Insights
Growing Footprint of Private Credit in Structured Finance
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, is joined by Carlos Silva, Senior Vice President, Sector Lead, European Structured Credit Ratings, and Jerry van Koolbergen, Managing Director, U.S. Structured Credit Ratings, to discuss the varied drivers of private credit expansion over the past few years.
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1 year ago
21 minutes 36 seconds

European Securitisation Insights
EPCs Creating Ripples, Not Waves, for House Prices in England and Wales
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, host Mudasar Chaudhry, who leads Morningstar DBRS’ European Structured Finance Research team, is joined by Dylan Cissou, Senior Vice President, Lead, Structured Finance Analytics, Quant, and Christian Aufsatz, Managing Director, European Structured Finance Ratings to discuss the potential impact of Energy Performance Certificate (EPC) scores on residential property values in England/Wales and how EPC scores could affect Morningstar DBRS’ structured finance credit analysis in European mortgage-backed securities.
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1 year ago
21 minutes 41 seconds

European Securitisation Insights
European Auto ABS: Too Much Green Can Add Uncertainty
In the latest episode of Morningstar DBRS’ “European Securitisation Insights” podcast, host Mudasar Chaudhry, who leads our European Structured Finance Research team, is joined by Guglielmo Panizza, Vice President, European ABS Ratings, and Miklos Halasz, Assistant Vice President, European ABS Ratings, to discuss the treatment of alternative-fuelled vehicles in asset-backed securities (ABS) transactions.
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1 year ago
22 minutes 24 seconds

European Securitisation Insights
European Residential Solar ABS
In this episode of Morningstar DBRS’ “European Securitisation Insights” podcast, host Mudasar Chaudhry, who leads our European Structured Finance Research team, is joined by Rehanna Sameja, Senior Vice President, European RMBS & Covered Bond Ratings and Jonathan Riber, Senior Vice President, Sector Lead U.S. ABS Ratings, Consumer Assets, to discuss the solar energy sector. The episode covered the key components of our recently published commentary, "Sun is Beginning to Shine on European Residential Solar ABS" available at https://dbrs.morningstar.com/research/433299, and our global "Rating Solar ABS Transactions" methodology available at https://dbrs.morningstar.com/research/434677. The panel also discussed recent advances in the solar energy sector, the state of the solar asset-backed securities (ABS) securitisation market, the unique traits of solar ABS contracts, and their probable influence on credit considerations. The panel also looked at divergence across different solar contract types and explored analytical considerations for rating them accordingly.
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1 year ago
19 minutes 24 seconds

European Securitisation Insights
UK Labour Government and Housing Market
In this episode of Morningstar DBRS’ “European Securitisation Insights” podcast, host Mudasar Chaudhry, who leads our European Structured Finance Research team, is joined by Adriana Alvarado, Senior Vice President, Sector Lead of Global Sovereign Ratings and Ketan Thaker, Managing Director of European RMBS & Covered Bond Ratings to discuss the impact of the new Labour government on the UK’s housing market. The episode explored the shift to the newly elected Labour Party-led government after 14 years of Conservative Party-led rule, the election result’s impact on the UK economy, and the key takeaways from this change. As always, house prices and housing availability are important to UK voters. The panel discussed the views presented in the pre-election Labour Party manifesto, particularly those around housing plans for the next parliament. Past governments have repeatedly failed to meet housebuilding targets, and the speakers examined whether the problem lies in the number of houses built or other factors at play. The panel also delved into our credit view on how the new government’s proposed policies could affect the performance of UK residential mortgage-backed security (RMBS) transactions.
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1 year ago
25 minutes 18 seconds

European Securitisation Insights
Global ABS 2024
In this episode of Morningstar DBRS’s “European Securitisation Insights” podcast, host Mudasar Chaudhry, Head of European Structured Finance Research, collates the thoughts of Morningstar DBRS analysts featured at this year’s 2024 Global ABS conference in Barcelona: - Ronja Dahmen, Vice President, European RMBS & Covered Bond Ratings spoke on the Day 1 panel European Residential MBS - Christian Aufsatz, Head of European Structured Finance, moderated the Day 2 Issuer Roundtable - Mudasar Chaudhry, Head of European Structured Finance Research, moderated the Day 2 Investor Roundtable - Sebastiano Romano, Vice President, European NPL Ratings, spoke on the Day 1 European NPL/RPL Supply panel Related research is available at the following link: https://go-dbrs.morningstar.com/GlobalABS2024
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1 year ago
19 minutes 48 seconds

European Securitisation Insights
Climate Change-Driven Credit Considerations in Structured Finance
In this episode, Mudasar Chaudhry, who leads European Structured Finance Research at Morningstar DBRS, is joined by Begum Gursoy, Director, Sustainable Finance Solutions at Morningstar Sustainalytics, and Christian Aufsatz, Managing Director, European Structured Finance Ratings at Morningstar DBRS, to discuss topics related to climate change and relevant credit considerations in structured finance.
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1 year ago
40 minutes 55 seconds

European Securitisation Insights
Enriched viewpoints on European securitisation markets from Morningstar DBRS. Join host Mudasar Chaudhry, Head of European Structured Finance Research, as he speaks with industry experts and holds in-depth discussions on keenly selected topics.