エピソード

  • Marathon over, leverage on
    2026/11/03

    Europe's securitization reform reaches provisional agreement after two years of talks. In CLOs, a gentler Moody's methodology is winning back mandates and could let managers thin out subordination.

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    34 分
  • Captive audience
    2026/10/27

    Why Sharia-compliant RMBS is growing, why the EU reform deal still matters in a strong year, and why captive equity funds favour bigger CLO managers

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    37 分
  • Fussy eaters
    2026/10/21

    The GlobalCapital team discuss why SRT investors are getting picky, what the spread gap means for European and US CLOs, and how securitization by multilateral development banks is shaping up

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    30 分
  • Debutantes’ ball
    2026/10/14

    The GlobalCapital team discuss a rare German RMBS, the limits of SRT coupon tightening and why investors keep backing new CLO managers.

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    42 分
  • TwentyFour’s Aza Teeuwen on tiering in the CLO market
    2026/10/06

    Aza Teeuwen, a partner at TwentyFour Asset Management, discusses tiering in US and European CLO liability pricing.

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    20 分
  • French flows and chemical reactions
    2026/09/30

    The team discusses a busy year for French ABS, partial rebounds in two troubled loan sectors, and the limits of Solvency II reform.

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    31 分
  • Busy September tests ABS spreads as CLO managers eye loan feast
    2026/09/24

    Securitization issuers have had one 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.

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    30 分
  • EVs go mainstream
    2026/09/16

    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.

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    30 分