Moody's Talks - Securitization Spotlight

Moody's Corporation
  • 5.0 (2)
  • BUSINESS

Hosted by Aaron Johnson and Xhensila Pisha of the Structured Finance team, our new Securitization Spotlight podcast series brings you the insight you need to keep on top of corporate and consumer debt securitization markets. From the impact of an evolving regulatory landscape and the ongoing recovery from the pandemic, to the ongoing effects of lower-for-longer interest rates and investors’ growing focus on ESG considerations, Aaron, Xhen and their guests will deliver the analysis that matters.

  1. 12/17/2024

    Macro normalization will aid structured finance collateral in 2025

    Both consumer and corporate structured finance obligors will benefit from falling interest rates and moderate economic growth, although high costs will keep straining some borrowers’ finances. In this episode, we’ll discuss other factors contributing to the Moody’s Ratings outlook for the sector in the year ahead.  Host: Aaron Johnson, Vice President – Research Writer Guest: Annabel Schaafsma, Managing Director, Global Structured Finance

    11 min

  2. 09/26/2024

    ABS is among beneficiaries of music industry’s fight against AI use

    As regulators bolster copyright protections amid widening artificial intelligence use in the music industry, music royalty ABS issuers and other copyright holders will benefit from the protections. Speaker: Giyora Eiger, VP-Sr Credit Officer at Moody's Ratings Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related Research: Music Royalty ABS and Music Companies – US: Protecting voices and copyrights from AI misuse will aid ABS and music companies

    13 min

  3. 07/25/2024

    Consumer ABS and RMBS performance will continue to weaken moderately for remainder of H2

    High rates and inflation will continue threatening consumers’ ability to pay their debts in some regions in the coming months, but solid job growth will temper the negative effect on performance. Speakers: Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Gaby Trinkaus, Senior VP/Manager at Moody's Ratings; Gracie Zhou, VP-Senior Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings

    22 min

  4. 06/27/2024

    AI-assisted underwriting has benefits and risks for structured finance transactions

    The use of artificial intelligence in collateral underwriting comes with both benefits and risks to structured finance transactions, while jurisdictions take different approaches to AI regulation. Speakers: Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Johann Grieneisen, VP-Senior Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related Research: Artificial Intelligence - Structured Finance: AI used in asset origination brings benefits, risks and regulatory scrutiny

    12 min

  5. 05/31/2024

    Credit-risk transfer transactions’ prominence grows as regulations evolve

    As the regulatory environment continues to evolve, US and European banks have sought regulatory capital relief by offloading the credit risk of loans they make via special types of transactions. Guests: Warren Kornfeld, Senior Vice President at Moody's Ratings; Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Frank Cerveny, VP-Senior Research Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related reports: Auto ABS - US: Credit-linked notes include risks not seen in typical auto ABS; issuance is risingBanks and Structured Finance – US: Risk transfer gives banks protection, but more capital is better; ABS implications varyBanks and Structured Finance – Europe: Output floor proposal could erode benefits of SRT for regulatory capital and risk management purposes

    18 min

  6. 04/26/2024

    Private credit CLOs becoming more likely in Europe as market grows

    Should European non-bank direct lenders turn to collateralized loan obligation financing, transaction collateral will likely reflect the wide range of borrowers to which private credit lenders cater. Speakers: Sean Marion, MD-EMEA Structured Finance at Moody's Ratings; Shan Lai, VP-Senior Analyst at Moody's Ratings  Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related research: Robust structures will mitigate heightened collateral risks in private credit CLOsEscalating private credit competition will increase risk and scrutiny

    14 min

  7. 04/10/2024

    Basel Endgame will smooth real estate cycles, create opportunities for non-bank lenders

    Basel 3.1 reforms will lead banks to apply high haircuts to unsustainably high property values and adjust mortgage risk weights to better differentiate between low-risk and high-risk loans. Speakers: Alexander Zeidler, VP-Sr Credit Officer at Moody's Ratings; Guillaume Lucien-Baugas, VP-Senior Analyst at Moody's Ratings Hosts: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings; Danielle Reed, VP-Senior Research Writer at Moody's Ratings Related Research: Basel 3.1 will reduce risk of boom and bust property cycles, boost private credit marketRising interest rates will weaken commercial property values and raise refinancing riskExplanatory comment – Haircuts smooth CRE values through the property market cycle

    14 min

  8. 03/28/2024

    Cyberattacks on mortgage servicers are a risk to structured finance transactions

    Recent cyberattacks on three mortgage servicers did not hurt rated residential mortgage-backed security performance, but show how disrupted operations can affect structured finance transactions. Speakers: Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Frank Wissman, VP-Senior Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings

    11 min
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About

Hosted by Aaron Johnson and Xhensila Pisha of the Structured Finance team, our new Securitization Spotlight podcast series brings you the insight you need to keep on top of corporate and consumer debt securitization markets. From the impact of an evolving regulatory landscape and the ongoing recovery from the pandemic, to the ongoing effects of lower-for-longer interest rates and investors’ growing focus on ESG considerations, Aaron, Xhen and their guests will deliver the analysis that matters.

Information

  • Creator
    Moody's Corporation
  • Years Active
    2021 - 2024
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © 2021 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
  • Show Website
    Moody's Talks - Securitization Spotlight