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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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20 episodes
Avg 9 min
English

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#30
August 25 · 8 min
Alternative Credit Scores and Private-Label RMBS
Kevin Kendra, Managing Director, and Ryan O’Loughlin, Senior Director, discuss alternative credit scores, implications for private-label RMBS, modeling challenges, lender choice, disclosure, and Fitch’s evolving approach.
#29
July 31 · 8 min
Introducing Standalone Criteria for Oil & Gas
Margaret Rowe, Managing Director and Yury Issaev, Director review Fitch’s proposed Oil & Gas Securitization Rating Criteria, including increased transparency in analytical approach and scope expansion into midstream assets.
#28
June 4 · 9 min
North American SASB CMBS Market Spotlight: Analytical Rigor and Selectivity Matter
Join Melissa Che, Head of CMBS Research, with Senior Directors Adam Ott and Brook Sutherland, for a focused look at the SASB CMBS market, covering issuance trends, Fitch’s selective, disciplined analytical approach, and loan and rating performance.
#27
May 7 · 5 min
Inside U.S. RMBS: Underwriting Trends and Operational Risk Profiles
Kevin Kendra, Managing Director and Head of North American RMBS, joins Susan Hosterman, Senior Director, and Peter Stavropoulos, Director, to discuss mortgage underwriting trends and Fitch’s new U.S. RMBS reports.
#26
April 9 · 8 min
Geopolitics, Credit Performance, and Emerging Themes in Asia
There’s a lot going on! Ben McCarthy and Tracy Wan unpack what’s driving structured finance in APAC, from geopolitics and oil prices to credit performance, fraud risks, and digital infrastructure.
#25
Dec 18, 2025 · 14 min
Global Housing and Mortgage Outlook 2026
Join RMBS heads Kevin Kendra, Alessandro Pighi, and Ben McCarthy as they discuss the Global Housing and Mortgage Outlook for 2026, covering home price growth, performance risks, and key market trends.
#24
Oct 16, 2025 · 11 min
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.
#23
Oct 15, 2025 · 6 min
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.
#22
Jul 25, 2025 · 6 min
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.
#21
Jun 17, 2025 · 8 min
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.
#20
Apr 7, 2025 · 10 min
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.
#19
Apr 3, 2025 · 6 min
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.
#18
Mar 5, 2025 · 8 min
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.
#17
Jan 16, 2025 · 9 min
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,
#16
Dec 12, 2024 · 11 min
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.
#15
Nov 28, 2024 · 11 min
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.
#14
Oct 3, 2024 · 14 min
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.
#13
Aug 27, 2024 · 8 min
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.
#12
Aug 21, 2024 · 6 min
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.
#11
Jun 27, 2024 · 6 min
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.

Showing 1–20 of 20 episodes