2026
Oct 21
Video
APAC Data Centres: AI Demand, Power, and Credit Risks
Japanese Fixed Income Allocation: Evolution, Not Revolution
Japan’s institutions are among the world’s largest fixed-income investors. Helen Wong speaks with Monsur Hussain about rising Japanese bond yields, shifting allocations, foreign credit and private markets, and implications for global market.
Oct 20
Project Finance for Corporates: Rating implications of new structures
How are project finance structures reshaping corporate credit analysis? Aymeric Poizot and Yee Man Chin examine joint venture structures, AI data center financing, structural subordination, and their implications for ratings and credit risk.
Oct 19
Brazil's Political Shift to the Right
How could Brazil’s election reshape its economy and credit outlook? Todd Martinez and Richard Francis discuss the runoff, fiscal challenges, growth prospects, and what a Bolsonaro victory could mean for debt, markets, and ratings.
2026 SFF Conversations - North America RMBS
Maria Paula Moreno, Head of Structured Finance Americas, and Kevin Kendra, Head of North American RMBS, discuss 2026 issuance, performance, rating trends, private credit and the outlook for the sector.
Oct 16
Leveraged Finance Demand Supportive Despite Bond Price Volatility’ perhaps, to show we talk about loans as well as bonds.
Investor demand remains strong, but risks are building. Hear Fitch Ratings experts discuss what's supporting European leveraged finance, why investors are becoming more selective, and what rising defaults could mean for the market's outlook.
Oct 15
Macro Pressure Drives Recent TMT Bankruptcies – Bankruptcy EVs & Creditor Recovery Series
How do telecom, media, and technology bankruptcies affect creditor recoveries? Terry Gallagher and Josh Clark discuss declining first-lien recoveries, repeat restructurings, valuation pressures, and the factors driving outcomes across the TMT sector.
2026 SFF Conversations - EMEA RMBS
Susanne Matern, Head of EMEA Structured Finance, and Haidar Sarwar, Senior Director – EMEA RMBS, discuss Housing & Mortgage Market trends across the UK and Europe.
Oct 13
UK Potential Growth
How much can the UK economy grow over the next five years? Aymeric Poizot speaks with Jessica Hinds about the factors shaping the UK's growth potential, from investment and productivity to demographics and AI's potential impact.
Oct 12
2026 SFF Conversations - Global Data Centers
Eric Rothfeld, Deputy Global Head, CMBS, and Stephen Boyd, Head of Global Data Centers and Alternative CRE, discuss global data center growth, structured finance trends and AI demand.