Cosme de Montpellier, Senior Director, and Natasha Guerer, Director, discuss major updates in Fitch’s latest covered bonds rating criteria and their market impact.

Susanne Matern, Head of EMEA Structured Finance, and Alessandro Pighi, Head of EMEA RMBS, discuss UK mortgage market trends, policy risks, affordability, and EMEA RMBS performance.

China’s local government framework exhibits a vertical fiscal imbalance that poses risks to its long-term viability. These risks stem from a reliance on volatile land concession revenue. However, this is mitigated by the system’s adaptive nature.

The U.S. government’s recent equity investment in Intel Corp. signals an escalation of U.S. industrial policy, potentially creating unintended inefficiencies for the global semiconductor industry.

Maria Paula Moreno, Head of Structured Finance Americas, and Kevin Kendra, Head of North American RMBS, discuss 2025 RMBS issuance, home price trends, rating transitions, and Fitch’s updated criteria and outlook.

Paul Gamble, Head of Middle East and Africa (MEA) Sovereigns, and Cedric Berry, Director, MEA Sovereigns, discuss GCC efforts to diversify their economies beyond oil, and the varied pace of progress across the region.

Maria Paula Moreno, Head of Structured Finance Americas, and Ian Rasmussen, Head of North American ABS, discuss 2025 ABS issuance, market drivers, performance trends, rating transitions, innovations, and the sector outlook.

Susanne Matern, Head of EMEA SF, and Eberhard Hackel, Head of EMEA ABS, discuss EMEA ABS market trends, macroeconomics, auto loans, used car prices, EVs, SME ABS outlook, and UK auto ABS commission updates.

Digital Publishers and advertising intermediaries face increasing disruption from advanced AI and large language models that are changing online users’ behaviors, with sustained traffic declines reducing advertising monetization opportunities.

Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump’s tariff policies.