Structured Finance in Focus

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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,

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 provide a regular update on the most relevant topics and developments in securitization today.Fitch Ratings has built a reputation for clarity, consistency, and accuracy in the global structured finance markets. We consistently refine criteria around CLOs, ABS, CMBS and more, and were the first international rating agency to rate Chinese RMBS.Subscribe to Fitch’s new Structured Finance in Focus podcast, and stay tuned for our inaugural episode, out soon on your podcast app and on fitchratings.com