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Take Notes- Structured Finance Vs. Cyber Risk23/09/2021 Duration: 12min
We're joined by Matt Mitchell to discuss how Structured Finance securitizations prepare against cyber risks. We discuss how a securitization could be vulnerable to a cyberattack, the structural features that are available to mitigate and manage the cyberattack, how we account for cyber risk in our rating analysis, and how our ratings could be affected Related Article – Credit FAQ: How Could Cyber Risks Affect Structured Finance Transactions? September 8, 2021
Beyond the Buzz: A Bipartisan Infrastructure Framework Emerges To Address Social Disparities03/08/2021 Duration: 26min
Climate disasters such as hurricanes, droughts, and wildfires continually expose vulnerabilities of U.S. infrastructure. In this episode, Corinne Bendersky and Mike Ferguson discuss the Senate’s recently announced bipartisan infrastructure package and its implications related to ESG. They cover what’s in the plan, what’s missing, who stands to benefit, and why the plan has bipartisan appeal. As infrastructure evolves beyond legacy transportation systems to focus more on climate resilience and environmental justice, a central question remains: How can infrastructure better serve our communities and facilitate the way that we live? Related Research: A Bipartisan Infrastructure Framework Emerges To Address Social Disparities
Takes Notes- Is Commercial Real Estate In Covered Bonds Worth The Risk?29/07/2021 Duration: 09min
This time, Casper Andersen joins us to discuss commercial real estate (CRE) in covered bonds. Is CRE in covered bonds worth the risk? We do a deep dive into that question by looking at the divergence of different CRE asset performances due to the pandemic, their exposures in different jurisdictions, the outlooks for CRE in Europe, and more. Related Article – Commercial Real Estate In Covered Bonds: Is It Worth The Risk? July 8, 2021
Take Notes - Directive Issued To Harmonize EU Covered Bonds22/07/2021 Duration: 06min
Our host Tom Schopflocher is joined by analyst Casper Anderson to discuss covered bonds; this time it's the EU directive, which is now on its way to becoming law in all EU countries. The EU directive is the first real attempt at establishing a pan-European standard for covered bonds (as well as an attempt at strengthening the EU capitals market union). We discuss how the law seeks to establish that standard across the EU, some of the hold ups some countries are having in trying to enact this law, as well as some of the important legal differences that still exist between jurisdictions. Related Article – Covered Bond Harmonization In The EU Remains A Work in Progress , July 13, 2021
The Upgrade Episode 13 Rising Stars, Fallen Angels16/07/2021 Duration: 16min
In this episode of The Upgrade podcast we discuss what’s new with rising stars and fallen angels based on recent research, along with a detailed discussion of a recent rising star – Advanced Micro Devices.
Beyond The Buzz: The 101 On The Physical Impacts Of Climate Change24/06/2021 Duration: 14min
Paul Munday and Corinne Bendersky kick off the first in our two-part series on the physical impacts of climate change by providing the 101 on climate resilience. Extreme climate events are increasingly grabbing headlines. But what exactly are the physical impacts of climate change and how are they defined, which sectors and regions face the greatest risks, and how are companies and countries are adapting and building resilience?
Beyond The Buzz: Modelling Climate Change’s Physical Impacts24/06/2021 Duration: 11min
In the second of our two-part series on the physical impacts of climate change, Mike Wilkins asks Paul Munday to delve deeper into the role of climate data and models in evaluating future climate-related risks and opportunities. There’s a lot of data out there and the potential for unintended misuse or interpretation of outcomes, so what are some of the potential solutions given the uncertainties? Related Research: Model Behavior: How Enhanced Climate Risk Analytics Can Better Serve Financial Market Participants
Leveraged Finance & CLOs Uncovered Podcast: Winterfell Financing Sarl24/06/2021 Duration: 08min
Series 3, Episode 8: In today’s episode, Hina and Sandeep are joined by Gaetan Michel to discuss Winterfell Financing, the Northern European building materials distributor. Here we discuss the key findings of the company’s recent performance and focus in on the ESG components against its €1.345 Bn TLB issue, which is popularly held in Euro CLOs and makes part of LCD’s ESG Leveraged Finance Tracker.
Leveraged Finance & CLOs Uncovered Podcast: What’s Trending With Tipico04/06/2021 Duration: 08min
Series 3: Episode 7 In today’s episode, Hina and Sandeep are joined by Patrick Janssen from the Corporate Ratings team to discuss Tipico (also know as Tackle S.a.r.l), the German sports betting operator. Listen in as we discuss key findings of the company’s recent performance, it’s current outlook status and the drivers behind its current recovery rating.