The GlobalCapital Podcast
A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world.
Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets.
This podcast is for anyone working in - or who wants to work in - the capital markets from investment bankers, to funding and treasury officials, investors, lawyers, analysts, NGOs and lobbyists, regulators and policy makers, and analysts.
GlobalCapital has been the "voice of the markets" for over 35 years, covering bond, loan, equity and securitisation markets around the world.
We cover everything from public sector bond issuers, financial institutions, emerging markets and investment grade corporate bonds and loans to securitisation (including CLOs and ABS), regulation and market news as well as industry gossip.
GlobalCapital is written for capital markets professionals but the podcast is of value to anyone with an interest in the industry, whether you have been working in it for as long as we have, or are looking to make your first career move into it.
This podcast is a commute-sized slice of everything that's most interesting from the world's capital markets with the aim of helping you sound smarter in your morning meeting, or making you stand out from the crowd of other hopefuls when kick-starting your career.
And don't forget, you can #AskGC anything you like and we will select the best questions to answer on the show.
Contact us at podcast@globalcapital.com
The GlobalCapital Podcast
Milei, Macro and Mexico
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◆ Latin America’s bond markets at an (interest rate) inflection point
◆ Who’d be a primary dealer?
◆ What price briiiiidge loans?
As GlobalCapital launches the poll for our first dedicated Latin America Bond Awards, our podcast takes a deep dive into the region’s troubled capital markets, with special guest Omotunde Lawal, head of emerging markets corporate debt at Barings.
There may not be many deals in the market — at least not public ones, as Lawal points out — but there is masses going on. Javier Milei, Argentina’s new populist firebrand president, has gobsmacked everyone by choosing establishment figures to run finance. Mexico has an election next year that could hold upside for the markets, and in the meantime, the region’s CFOs and treasurers, used to tough times, are getting on with the job.
In Europe, we look at government bond primary dealerships, long a source of gripes for investment banks as it is so hard to make money on them, and easy to lose it. Capital rules are about to tilt the balance of incentives still further, and waiting in the wings are non-bank market makers like Citadel Securities.
Patience is a virtue — especially in the loan market, where bridge loans for M&A deals are having to go on, and on, and on. M&A deals simply take longer to close nowadays, which is changing the dynamics for banks.
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