2025
Sep 10
Video
Policy Signals Support for China Banks’ Unsecured Household Lending
Policymakers in China have stepped up support for unsecured retail lending, but NIM pressure may persist.
More from Video
Oct 21
US Tech Hardware’s Fate in an AI Bust Hinges on Capital Allocation
A sharp pullback in artificial intelligence (AI) infrastructure spending could lead to significant revenue declines for technology hardware issuers, with rating headroom shrinking and in certain cases disappearing.
Systemic Shock Could Expose Private Credit’s Broad Reach, Growing Risk
A shock to the financial system that impacts the private credit sector could reveal the extent to which it has moved from a niche product for sophisticated investors to an increasingly relevant component of the global capital market.
2025 SF Conversations - Covered Bonds
Hélène Heberlein, Managing Director, and Cosme de Montpellier, Senior Director, from Fitch Ratings' Covered Bonds Analytical team, discuss covered bond trends, sovereign rating impacts, and Fitch’s updated covered bond rating criteria.
Oct 16
2025 SF Conversations – EMEA CMBS
Susanne Matern, Varun Sugathen, and Daniel York discuss 2025 EMEA CMBS market trends, including sector outlooks for office, retail, and industrial, as well as the impact of investor demand and technological change on data centers.
Oct 15
Industry Challenges - Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) on Data Centers and Digital Infrastructure
Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) discusses the key challenges facing the industry and highlights which policy changes could have the greatest impact on project timelines and financing.
Evolving Perspectives - Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) on Data Centers and Digital Infrastructure
Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) shares how her perspective on digital infrastructure has evolved, reflecting on industry changes and future directions.
Powering the Future - Jeff Zygler (Active Infrastructure) on Energy for Data Centers and Digital Infrastructure
Jeff Zygler (Active Infrastructure) discusses how power generation is evolving for data centers, sharing his insights on future trends and innovations in the industry.
Navigating Risks & Opportunities - Jeff Zygler (Active Infrastructure) on Data Centers and Digital Infrastructure
Jeff Zygler (Active Infrastructure) shares his perspective on the biggest risks and opportunities shaping the data center and digital infrastructure industry today.
Risks & Opportunities - Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) on Data Centers and Digital Infrastructure
Kyrsten Sinema (Former U.S. Senator / Hogan Lovells) discusses the key risks and opportunities shaping the data center and digital infrastructure landscape.
Data Center Design - Tom Traugott (EdgeCore) on Data Centers and Digital Infrastructure for AI
Tom Traugott (EdgeCore) discusses data center design, explaining the key differences between conventional data center models and today’s emerging “AI-first infrastructure.”