Conversations in European Credit KBRA Podcasts

In this episode of Conversations in European Credit, Karl Cummins and Killian Walsh from KBRA’s Asset-Backed Securities ratings team sit down with KBRA Head of European Research, Gordon Kerr, to discuss the launch of KBRA’s European Auto ABS performance indices. Killian, Karl, and Gordon outline the creation of these indices and the coverage they offer. The new European indices complement our collection of monthly credit indices focused on US credit performance in the auto, marketplace consumer, solar, residential mortgage, and equipment loan/lease sectors. Further details on KBRA’s views may be found on kbra.com.

In this episode of Conversations in European Credit, Kali Sirugudi from KBRA’s Residential Mortgage-Backed Securities ratings team sits down with KBRA Head of European Research, Gordon Kerr, to examine the housing and mortgage market in Ireland. Kali and Gordon discuss how this market faces challenges ahead despite making significant progression over the past 10 years after enduring the consequences of the global financial crisis. Further details on KBRA’s views may be found on kbra.com.

In this episode of Conversations in European Credit, Gabriele Gramazio from KBRA’s Structured Credit ratings team sits down with KBRA Head of European Research, Gordon Kerr, to discuss the increasing number of CLOs reaching the end of their reinvestment periods. Since these securities have begun to amortise, Gabriele and Gordon examine how the rate they pay down is influenced by a number of factors. Further details on KBRA’s views may be found on kbra.com.

In this special episode of Conversations in European Credit dedicated to macro themes, Ken Egan from KBRA’s Sovereign Ratings connects with KBRA Head of European Research, Gordon Kerr, to discuss interest rates—where expectations have changed, where they are going, and their implications. KBRA's continued mission to help illuminate the many trends taking shape across the markets are highlighted in these special episodes as Gordon and Ken discuss and share insights on the next “big thing” emerging from the sea of opinions. Further details on KBRA’s views may be found on kbra.com.

In this episode, Ken Egan from KBRA’s Sovereign Ratings team and Karim Nassif from KBRA’s European Corporates team engage with Gordon to discuss the influence of geopolitics on energy markets. Gordon, Ken, and Karim outline the impact of geopolitical tensions on energy and shipping, as well as the potential effect on European corporates. Further details may be found on kbra.com.

In this episode, KBRA’s Co-Head of Europe, Yee Cent Wong, joins Gordon Kerr in a discussion about commercial real estate (CRE) exposures in covered bond collateral pools. The podcast outlines the characteristics of European cover pools that contain CRE lending and the challenges they face.