Conversations in European Credit

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Formally hosted by KBRA’s European Macro Strategist Gordon Kerr, Conversations in European Credit has migrated to a new podcast channel. Gordon Kerr's Credit Compass: Navigating European Credit Markets will serve as a guide for navigating the complexities of European credit and capital markets from a broader macro perspective.

  1. A Great Migration

    01/09/2025

    A Great Migration

    In this episode, KBRA’s European Macro Strategist Gordon Kerr concludes Conversations in European Credit and highlights the launch of his new KBRA podcast, Credit Compass: Navigating European Credit Markets. The new podcast will serve as a guide for navigating the complexities of European credit and capital markets from a broader macro perspective. It will offer valuable insights and analysis to help investors stay informed and ahead of market trends. Be sure to convert your subscription to the new podcast.

    3 min
  2. Solar ABS Launch

    11/21/2024

    Solar ABS Launch

    In this episode of Conversations in European Credit, KBRA Head of European Research, Gordon Kerr, speaks with Killian Walsh and Karl Cummins from KBRA’s ABS ratings team about the introduction of a new collateral type to European securitisation markets: solar photovoltaic loans. Their conversation covers a discussion about the KBRA-rated transaction—Enpal’s Golden Ray—and the potential future development of the market. The rating report and research can be found on kbra.com.

    11 min
  3. Synthetic Risk Transfer—A Growing Bank Capital Tool

    10/31/2024

    Synthetic Risk Transfer—A Growing Bank Capital Tool

    In this episode of Conversations in European Credit, KBRA Head of European Research, Gordon Kerr, speaks with Killian Walsh from KBRA’s ABS ratings team. Their discussion highlights the active use of an important bank capital tool: synthetic risk transfer transactions. These products have developed as an active market in Europe but are also a growing tool in the US. The content for the conversation is based on a recently published research report that can be found on kbra.com.

    15 min
  4. UK Specialist Lenders

    10/11/2024

    UK Specialist Lenders

    In this episode of Conversations in European Credit, KBRA Head of European Research, Gordon Kerr, speaks with Kali Sirugudi from KBRA’s RMBS ratings team. Their discussion highlights the growing specialist lender market in the UK and the use of securitisation markets for funding. Can the market continue to grow? Kali and Gordon outline the various niches that these lenders have stepped into and the challenges they face to continue to grow. The content for the conversation is based on a recently published research report that can be found on kbra.com.

    23 min
  5. European Bank Health

    08/22/2024

    European Bank Health

    In this episode of Conversations in European Credit, KBRA Head of European Research, Gordon Kerr, speaks with Asia Drobnik from KBRA’s financial institutions ratings team. The discussion outlines the current health of the European banking system as banks prepare for the final implementation of Basel IV regulations. The conversation draws on a recently published research on kbra.com.

    15 min
  6. European Securitisation Revival

    07/25/2024

    European Securitisation Revival

    In this episode, KBRA’s Head of European Research, Gordon Kerr, speaks with colleague Paul De Lange, from the Investor Relations team. The conversation focuses on the strong levels of issuance in the European securitisation market during first-half (1H) 2024, with volumes reaching their highest levels since 1H 2007. To help put the strong performance into perspective, Gordon and Paul cite a recent KBRA research report which showed, among other findings, that transactions sold to investors surged during Q2 and newly circulated transaction volumes broke a post-global financial crisis record.

    13 min
  7. Offshore Wind in Ireland

    07/03/2024

    Offshore Wind in Ireland

    In this episode, Gordon Kerr, Head of European Research, speaks with Karim Nassif from KBRA’s project finance and corporate ratings team. The discussion outlines the proposed development of offshore wind in Ireland, which has outlined ambitious plans to deliver 20GW by 2040. The content for the conversation is based on a recently published research report that can be found on kbra.com.

    18 min
  8. European CLOs—Too Big to Hold?

    06/20/2024

    European CLOs—Too Big to Hold?

    In this episode, Gordon Kerr, KBRA Head of European Research, speaks with Gabriele Gramazio from KBRA’s Structured Credit ratings team. Gabriele and Gordon discuss the large exposures held within European CLOs and the idiosyncratic risks associated with leveraged loans across the market. The conversation focuses on the content from a recently published research report that can be found on kbra.com.

    15 min
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Formally hosted by KBRA’s European Macro Strategist Gordon Kerr, Conversations in European Credit has migrated to a new podcast channel. Gordon Kerr's Credit Compass: Navigating European Credit Markets will serve as a guide for navigating the complexities of European credit and capital markets from a broader macro perspective.

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