Co-Heads of European RMBS, Grant England and Alessandro Pighi, discuss the challenges facing the UK mortgage market from a no-deal Brexit, LIBOR phase out and refinancing legacy interest-only loans.
With the most recent consumer ABS discussions focusing on autos, Markus Papenroth, discusses important trends which investors may be overlooking in the unsecured consumer space in our latest Virtual Investor Meeting.
EMEA Covered Bonds
The German and Danish covered bonds markets are two of the oldest and largest. Our covered bonds team discusses the key attributes of these markets and the impact on our rating analysis.
A widening array of innovative mortgage loans emerging this late in the economic cycle will merit some caution for investors, as Rachel Noonan discusses in our first 2019 Virtual Investor Meeting.
Unemployment is at its lowest level in half a century and wages are still growing. John Bella discusses what this means for core assets like credit cards, prime autos and even student loans.
China Structured Finance
The China Securitisation Market has seen phenomenal growth in the past few years. Hilary Tan, Head of Greater China Structured Finance, discusses the developments and key drivers behind the growth.
Asia-Pacific Covered Bonds
The outlook for Asia-Pacific covered bonds looks broadly stable. In our latest Virtual Investor Meeting, Claire Heaton discusses buffers against falling home prices in Australia and rise of local currency covered bonds.
In this Virtual Investor Meeting, Head of European CMBS, Euan Gatfield discusses what’s in store for the asset class for the rest of this year and how Brexit-related issues are affecting UK property values.
In our latest virtual investor meeting on European CLOs, Head of EMEA structured credit, Matthias Neugebauer, discusses the latest trends in loan documentation and key risks for the sector.
As the broader retail sector continues its profound change, Huxley Somerville explores how the retail story is playing out in existing CMBS transactions in our Virtual Investor Meeting on U.S. CMBS.
U.S. Structured Credit
The leveraged loan and U.S. CLO markets have more than doubled since the financial crisis, and the make-up of these markets has changed quite radically, says Kevin Kendra.
Australian Structured Finance
The property market in Australia has always caught investors’ attention. Chris Stankovski shares his views on the market performance, outlook, and how the regulatory landscape for mortgages has changed.