Fitch Ratings

Fitch Ratings Fitch Ratings is a leading provider of credit ratings, commentary and research.

Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; BMI Research, an independent provider of country risk and industry analysis specializing in emerging and

frontier markets; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is majority owned by Hearst.

06/08/2026

Larger European alternative investment managers (alt IMs) demonstrated resilience through macroeconomic and geopolitical headwinds in 2025 and 1Q26, with scale and franchise depth remaining key differentiators.

Key takeaways from Fitch Ratings' recent EMEA Alternative Investment Managers - 1Q26 Update include:

▪️ Most listed alt IMs grew realisations year-on-year despite macro pressures
▪️ Retail channel expansion is creating new liquidity management challenges
▪️ Regulatory scrutiny around private credit markets, valuations and governance is intensifying
▪️ M&A consolidation continues, with more deals expected ahead as competition intensifies

Read the report summary: https://ow.ly/ZySe50Z83Hh

Want to learn more? Senior analysts from Fitch Ratings' EMEA NBFI team explored these themes in a recent webinar, covering sector outlook, private credit exposure and the growing role of the private wealth channel. Listen on demand: https://ow.ly/VYMl50Z83Hk

06/08/2026

Join us on 10 June for Fitch Ratings’ webinar following the sovereign review for Hungary. Our analysts will discuss the latest rating drivers and sensitivities, and answer your questions in a live Q&A.

Register here: https://ow.ly/Ng3M50Z87JS

06/05/2026

Join us for a live webinar, Global Renewables Projects: Credit Trends, Rating Pressures & Regional Insights, where the analysts behind Fitch Ratings’ Renewables Projects Peer Credit Analysis will discuss key findings from the performance of renewables projects in our rated portfolio, including:

▪️The differing performance of wind and solar projects
▪️The rise in curtailment-related underperformance
▪️The impact of captured power prices on merchant assets
▪️Operational and cost pressures affecting ratings
▪️Regional performance trends, the main drivers of rating actions during the year, and other insights

Register for the session that best suits your location and hear directly from Fitch Ratings’ analysts on the latest trends shaping renewables project performance.

APAC/EMEA: https://ow.ly/bHVl50Z7vVL
NA/LATAM: https://ow.ly/J6Lz50Z7vVK

06/04/2026

Join Fitch Ratings for a live presentation on developments in the building materials market, covering EMEA, North America and Latin America. The webinar takes place 11 June at 10:00 EDT | 15:00 BST | 16:00 CEST

Fitch analysts will explore growth drivers, with a focus on:
▪️Capital allocation trends: equity vs M&A vs capex (environmental and growth)
▪️Volume and pricing expectations, including cost inflation from higher oil and gas prices
▪️Sustainability of public infrastructure demand
▪️The current cycle relative to prior cycles; structural shift or a temporary divergence?

Register: https://ow.ly/K1zI50Z6LWc

06/04/2026

Join us for an in-depth discussion as we explore the latest sovereign credit dynamics across Egypt, Nigeria, Angola, and South Africa.

We’ll cover key themes including:

▪️Egypt: The impact of the war on macro conditions, external and public finances, and the credibility of the policy response to contain further risks
▪️Nigeria: How the Iran war is testing the country’s reform momentum
▪️Angola: Oil-driven improvements in public and external finances, alongside risks from spending slippage
▪️South Africa: The conflict’s impact on macro and debt dynamics, and the test it poses to the credibility of the revised inflation target

The presentation will be followed by a live Q&A session, offering attendees the opportunity to engage directly with our speakers.

Register here: https://ow.ly/3km750Z74Sb

06/04/2026

Wide dispersion of arrears and loss severity ratios will persist within Spanish re-performing (RPL) residential mortgage portfolios, reflecting the vulnerable nature of the underlying borrowers, pool features and the various restructuring strategies implemented by lenders and special servicers.

Volatility in those restructured mortgages’ default rates has been significant, and cumulative default rates by restructuring year are about three times higher than standard prime mortgage pools.

Learn More: https://ow.ly/Jrzf50Z74H0

06/03/2026

European high-yield bond and leveraged loan default rates fell in April 2026, according to Fitch Ratings’ latest European Corporates Distressed and Default Monitor.

But while trailing default rates improved, Fitch’s forward-looking ‘Market Concern’ lists point to rising stress, with the share of leveraged loan issuers reaching double digits for the first time in more than 13 years. This suggests that, despite some near-term improvement, credit pressures remain firmly in focus across European markets.

Read more: https://ow.ly/8lEy50Z6E5Y

06/03/2026

Join Fitch for a webinar on European Telecoms and Network Infrastructure: TowerCo Contract Tensions and Sector Risk Profile, 10th June at 10:00 BST | 11:00 CEST.

During this live discussion our analysts will cover:
▪️Rising tensions around contract renewal
▪️Is the sector’s risk profile higher than originally envisaged?
▪️Investor concerns over cash flow visibility

Register here: https://ow.ly/fYir50Z6CgJ

06/03/2026

See you next week at the Global ABS Conference!

Fitch is proud to be a sponsor of this year’s event, and we look forward to seeing you at Stand H2-H3. Join us on 9 and 10 June for panel sessions featuring Susanne Matern, Euan Gatfield, Diana Leone and Eberhard Hackel, who will share their insights on the future direction of the global structured finance market, digital infrastructure, CLO market performance and non-traditional assets.

More information here: https://ow.ly/mfv150Z6zaS

06/02/2026

Our panel on private credit at the recent Fitch Ratings Insurance Consolidators conference closed by zooming out on the broader question: to what extent could private credit become a systemic risk?

We polled our audience on how they would describe private credit today:

▪️75% thought it the market was starting to show cracks, but not alarmingly so
▪️16% said it’s a market with the potential to trigger a broader financial crisis
▪️9% described it as a resilient market that is likely to remain strong

The majority view that private credit is showing cracks but not yet alarmingly so, was echoed by our panellists, who also noted that the increased scrutiny is already making market participants more cautious about deploying funded reinsurance in the same way as before.

For more of Fitch Ratings Insurance research and insights, visit our Insurance Sector pages: https://ow.ly/esR550Z5cmk

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