Conversations in European Credit

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.

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.

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.

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. 

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.