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  • The paradox of lender M&A
    2025/12/09

    George Smith and Tom Hall talk through Enpal’s second deal, the UK’s bank capital tweaks and why there isn’t more M&A in the specialist lender market

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    19 分
  • Solar ABS gets pumped up
    2025/12/01

    This week Tom Hall and Thomas Hopkins discuss how Enpal's return heated up the ABS market and take the CLO equity market's temperature

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    34 分
  • Sleeping giants awaken
    2025/11/25

    George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.

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    27 分
  • Topiary and private credit CLOs
    2025/11/18

    George Smith talks to Thomas Hopkins about hedging in private credit CLOs, before Tom Hall discusses Cerberus’ bridging breakthrough

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    37 分
  • Prefunding preferred please
    2025/11/10

    George Smith talks to Thomas Hopkins about what S&P’s France downgrade means for CLOs and sterling ABS issuers’ enthusiasm for prefunding

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    20 分
  • Discretionary commission in the rear view mirror
    2025/11/03

    Waterfall's forward flow advantages, UK auto ABS resumes and CLO managers tackle a bifurcated leveraged loan market

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    33 分
  • The seesaw of CLO mezz
    2025/10/27

    George Smith talks to Tom Hall about a wobble in the sterling ABS market and to Tom Hopkins about some signs of widening in CLO mezz

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    28 分
  • Sharia compliant RMBS gets into its stride
    2025/10/20

    Tom Hall talks to George Smith about mortgage tokenisation and Thomas Hopkins about a bifurcation in the leverage loan market and a breakthrough deal in UK RMBS

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    22 分