GlobalCapital's securitization podcasting trio reunite for one last episode. Former CLO reporter, now freelancer, Victoria Thiele is back on the show, but host Tom Lemmon said goodbye.
George Smith meanwhile remains in post, stoic as ever. He attended DealCatalyst's ABSF conference in London on November 25 and shared his take on the big themes under discussion.
There was also exciting news in the CLO market. Barings won the race for Europe's first middle market deal. Victoria explained the many challenges of getting the deal away.
In ABS, 2024 has produced a bumper crop of ESG issuance. For a sector of the market that has seen a few false dawns, Tom explained why the boost in supply will hopefully be permanent this time.