Conversations in European Credit KBRA Podcasts

In this episode, Gordon Kerr, Head of European Research, engages in an interesting conversation moderated by Luigi Griffo from KBRA’s European Investor Relations team. Gordon comments on the recently published results from KBRA’s fifth European Securitisation Survey. The conversation focuses on aggregated investor responses and the resulting views for the direction of the market in the second half of the year. The full research report can 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 team connects with KBRA Head of European Research, Gordon Kerr, to discuss the European labour market—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 of Conversations in European Credit, Asia Drobnik from KBRA’s Financial Institutions ratings team, Ken Egan from KBRA’s Sovereign ratings team, and Kali Sirugudi from KBRA’s Residential Mortgage-Backed Securities ratings team sit down with KBRA Head of European Research Gordon Kerr to discuss the UK building societies. Asia, Ken, and Kali highlight the challenges within the UK economy and housing market and how these are managed by the building society sector. Further details on KBRA’s views may be found on kbra.com.

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.