Épisodes

  • Global Housing and Mortgage Outlook 2026
    Dec 18 2025

    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.

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    15 min
  • Navigating CMBS Trends - Issuance Activity, Data Centers, and 2026 Outlook
    Oct 16 2025

    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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    11 min
  • Covered Bonds Criteria Update: Key Changes
    Oct 15 2025

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

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    7 min
  • Data Center Securitizations
    Jul 25 2025

    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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    7 min
  • Fitch's Framework for Climate Risk in Structured Finance
    Jun 17 2025

    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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    8 min
  • UK and Dutch Mortgage Market Update 2025
    Apr 7 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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    10 min
  • Exploring the Evolving Landscape of Data Center Securitization
    Apr 3 2025

    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 min
  • Australian and New Zealand Markets in 2025
    Mar 5 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 min