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Structured Finance in Focus
Fitch Ratings
24 episodes
2 weeks ago
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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All content for Structured Finance in Focus is the property of Fitch Ratings 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.
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.
Show more...
Investing
Business,
News,
Business News
Episodes (20/24)
Structured Finance in Focus
Navigating CMBS Trends - Issuance Activity, Data Centers, and 2026 Outlook

Robert Vrchota, Head of North American CMBS, and Adam Ott, Senior Director, discuss CMBS issuance activity, data center financing, conduit market trends, and Fitch’s 2026 outlook and projections.


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2 weeks ago
11 minutes

Structured Finance in Focus
Covered Bonds Criteria Update: Key Changes

Cosme de Montpellier, Senior Director, and Natasha Guerer, Director, discuss the updates in Fitch’s latest covered bonds rating criteria.

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3 weeks ago
6 minutes

Structured Finance in Focus
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.

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3 months ago
6 minutes

Structured Finance in Focus
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.

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4 months ago
8 minutes

Structured Finance in Focus
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.

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7 months ago
10 minutes

Structured Finance in Focus
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.

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7 months ago
6 minutes

Structured Finance in Focus
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.

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8 months ago
8 minutes

Structured Finance in Focus
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,

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9 months ago
9 minutes

Structured Finance in Focus
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.

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10 months ago
11 minutes

Structured Finance in Focus
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.

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11 months ago
11 minutes

Structured Finance in Focus
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.

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1 year ago
14 minutes

Structured Finance in Focus
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.

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1 year ago
8 minutes

Structured Finance in Focus
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.

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1 year ago
6 minutes

Structured Finance in Focus
Trends and Outlook for European Consumer and Auto Finance

Join ABS analysts Markus Papenroth, Head of European ABS, and Tom Deacon, Director, for a discussion on the latest trends in consumer and auto finance.

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1 year ago
6 minutes

Structured Finance in Focus
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.

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1 year ago
14 minutes

Structured Finance in Focus
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.

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1 year ago
7 minutes

Structured Finance in Focus
UK Mortgage Market Update 2024
1 year ago
8 minutes

Structured Finance in Focus
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.

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1 year ago
11 minutes

Structured Finance in Focus
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.

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1 year ago
6 minutes

Structured Finance in Focus
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.

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1 year ago
11 minutes

Structured Finance in Focus
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.