2026
Jul 29
Video
Oil Shocks and Inflation Persistence – The Risk from Price Mark-Ups
El Niño Part 3: Credit Implications for Hydropower and Palm Oil Sectors in Asia Pacific
Fitch analysts examine how a developing El Niño could impact corporate credit risk across Asia Pacific. We explore Vietnam's hydropower vulnerability, resilience in India and China, and why palm oil producers may face a mixed credit outlook.
Jul 28
Business Development Companies and the Rise of Balance Sheet Financing Vehicles.
Fitch's Deb Murnin and Chelsea Richardson discuss the growing use of off-balance-sheet JVs and finance companies among BDCs, exploring the drivers, leverage impacts, portfolio risk profiles, and potential rating implications for Fitch-rated BDCs.
Estrategias de Financiamiento No Convencionales en Auge en los Mercados Emergentes
Varios mercados emergentes, entre ellos los de Latinoamérica, han optado por estrategias de financiamiento no convencionales para mejorar su posición en los mercados globales o para abordar desafíos políticos internos.
Unconventional Financing Strategies, Including Total Return Swaps, on the Rise in Emerging Markets
Several emerging markets have executed unconventional financing operations as a means of improving their standing in global markets or as a path of least resistance to domestic political considerations.
Jul 24
El Nino Part 2 - Credit Impact on Latin American Energy, Power & Utilities
How could El Niño affect Latin America's power sector? Fitch Ratings analysts Saverio Minervini, Marcela Araujo and Juan David Medellin discuss rising power prices, hydropower pressures and credit risks across Brazil, Colombia and Panama.
Jul 20
Innovation In Credit: New Structures, New Opportunities for Debt Investors
Aymeric Poizot and Monsur Hussain discuss how innovation is reshaping credit markets. Considering fund finance, securitisation and corporate back leverage, they explore these new structures and the implications for credit risk assessment.
Jul 15
T-MEC Mantiene Reglas Actuales, pero Revisiones Anuales Prolongarán Incertidumbre
La decisión de EE.UU. de no renovar el T-MEC ni solicitar su terminación significa que ahora el acuerdo entra en un proceso de revisión anual, lo que mantiene las reglas comerciales en un continuo estado de incertidumbre.
Jul 14
USMCA Shift to Annual Reviews Keeps Current Rules, Prolongs Uncertainty
The U.S.’s decision to neither renew the USMCA free-trade agreement nor seek its termination, means that it now enters an annual review process, maintaining current trade rules but keeping them subject to continued uncertainty.
Jul 13
El Niño Part 1: Impact on Emerging Market Sovereign Credit
Rachel Willis Gutierrez and Duncan Innes-Ker discuss how El Niño acts as a risk amplifier for weaker sovereigns, intensifying pressures on growth, inflation, public finances, and trade. Listen now to this episode.
