Marie Diron of the Sovereign team discusses our launch of scores measuring exposure to and credit effect from environmental, social and governance factors. She highlights that, while exposure to environmental and especially social risk often combines with weak governance and limited financial capacity to have an overall negative credit effect on sovereigns, circumstances vary widely.
In this month’s featured segment, Yehudah Forster of the Residential Mortgage-backed Securities team breaks down potential changes to the qualified mortgage rules, and what they mean for the credit quality of future RMBS. Plus, Aaron Johnson and Xhen Pisha draw on our 2021 outlooks to highlight the structured finance asset classes on the bumpiest roads as the economy recovers from a tumultuous 2020.
Donald Robertson and Fadi Massih of the Securities and Exchanges team size up the implications that the recent social media-powered short squeeze has for US retail brokers, market makers, clearinghouses and exchanges. Plus, Swen Metzler spotlights German banks’ pressing need to rein in costs, and Alka Anbarasu tells us which Indian banks will win the race to go digital.