JULY 2022
July 29th 2022 (14.15 mins)
The performance of auto-related asset-backed securities we rate in the US and Europe will normalize in the coming months as auto prices flatten out and macroeconomic factors such as inflation weigh on consumers. How do both used and new auto price movements affect ABS? Will supply disruptions persist into 2023? And how much will rising interest rates affect transactions backed by auto loans and leases?
JULY 2022
July 1st 2022 (14.43 mins)
Matt Halpern and Brian Snow of the Structured Finance Group join host Aaron Johnson to discuss recent CMBS performance, while also discussing which property types are of the most and least concern.
MAY 2022
May 27th 2022 (16.37 mins)
Antonio Tena and Johann Grieneisen of the Structured Finance Group join host Aaron Johnson to discuss how ESG factors, including the risk of flooding in The Netherlands, affect European transactions we rate.
APRIL 2022
April 29th 2022 (20.22 mins)
Madhavi Bokil of our Credit Strategy and Research group joins host Aaron Johnson to lay out our inflation and interest rate forecasts. And then, Peter McNally, Frank Cerveny and Marie Lam of our Structured Finance group discuss the impact of inflation and rising interest rates on structured finance transactions around globe.
MARCH 2022
March 31st 2022 (13.11 mins)
Antonio Tena of our Structured Finance group and Atsi Sheth from our Credit Strategy and Research team join host Aaron Johnson to discuss the impact of the Russian invasion of Ukraine on European structured finance. And then Yehudah Forster, an attorney in our Structured Finance group, talks about the impact of a recent court ruling on US consumer debt-backed securitizations.
FEBRUARY 2022
February 24th 2022 (13.39 mins)
Lana Deharveng and Deryk Meherik of our Structured Finance group join host Aaron Johnson to discuss the impact of US collateralized loan obligations finding new domiciles, both those backed by corporate debt and those backed by commercial real estate debt.
JANUARY 2022
January 27th 2022 (16.13 mins)
Corporate asset-backed securities (ABS), some of which were hit particularly hard by the pandemic, are now benefiting from the rapid economic rebound in the US. Growth in travel demand, particularly among consumers, will benefit several asset classes, including aircraft lease ABS. Meanwhile, persistently high used car prices will continue to boost rental car ABS credit quality and performance.
DECEMBER 2021
December 16th 2021 (16.15 mins)
In this episode, Ed Manchester of our Covered Bond team and Jim Ahern, the head of our Structured Finance group, join host Aaron Johnson to discuss our outlooks for covered bonds and structured finance in general for 2022.
