-podcast-show-cover.jpg)
Another Fine Mezz
A podcast about the global securitization markets from GlobalCapital
Episodes
159 episodes
TwentyFour’s Aza Teeuwen on tiering in the CLO market
Aza Teeuwen, a partner at TwentyFour Asset Management, discusses tiering in US and European CLO liability pricing.
-podcast-show-cover.jpg)
French flows and chemical reactions
The team discusses a busy year for French ABS, partial rebounds in two troubled loan sectors, and the limits of Solvency II reform.
Busy September tests ABS spreads as CLO managers eye loan feast
Securitization issuers have had on of their busiest periods of the year, but some investors are pushing back on price. Elsewhere, CLO managers hope a wave of new leveraged loans will ease their arbitrage.
EVs go mainstream
A Morningstar DBRS rater on how to keep data centre master trusts honest, the first all-electric auto ABS, and the CLO market splitting in two.
Dutch courage
A new host takes the mic, and Tom Hall explains why Lloyds is raising hopes of a Dutch prime RMBS revival.
A securitization Ship of Theseus
S&P Global Ratings' Andy South gives his outlook for European ABS, and the trio talk about Italian ABS, frantic CLO issuance and a passing of the torch.
Hitting the high LTVs
How securitization can help high LTV mortgage lending and why is the CLO market so busy
Hit the reset button
The first reset of a European private credit CLO, the rise of CFOs, and the plight of US ABS issuer Extenet
CLO summer party
CLO mezz pricing tight but seniors stuck, another specialist lender collapses
Tales of two currencies
Another middle market CLO and demand diverges in euro and sterling ABS
Moral fibre ABS
CLO investors lose money, fibre ABS draws closer, and Balbec buys a UK bridging lender
Stamp collecting
Muzinich launches CLO ETF, Rothesay’s huge refinancing, and why Europe should worry about AI
A new Frontier
Bank of America securitises more Santander mortgages, the loan market is back above par, and Another Fine Mezz Live in Barcelona!
Motor finance blues
Credit quality diverges between CLOs and private credit, UK auto ABS thrives but FCA redress scheme hits Blue Motor Finance
A SaaS loan sat on the wall
Leveraged loan maturity wall looms for CLOs and a French consumer loan ABS debut
I’ll have the CLO equity please
Buy-to-let to ride out renters’ right act, the case for CLO equity
PGIM’s Edwin Wilches on securitization regulation
PGIM’s managing director joins AFM to discuss the UK and EU securitization regulatory roadmap
How many carats?
CLO managers struggle with ramps, Stellantis returns to UK auto ABS with E-Carat shelf as ABS spreads tighten again