In a special European edition of The TreppWire Podcast, Andrew Jacobs, Head of Structured Finance speaks to Vivek-Anand Dattani, Global Head of Structured Sales, and Andrew McClymont, Structured Finance Analyst, about the state of the European markets. We dive into what is happening amid the war in Eastern Europe and examine the data and headlines in the CRE, CMBS, and CLO markets at the end of 2021 and into the start of 2022. Stay tuned for our week-in-review later this week.
Episode Notes:
- Crisis in Ukraine: What is happening in Eastern Europe? (0:49)
- Impact on CRE, CMBS, and CLO markets (4:09)
- Positivity in the European CRE market (8:05)
- European stocks and bonds (9:26)
- Post-Brexit, is the UK CMBS market restarting? (10:47)
- EU CMBS Year-in-Review (12:50)
- ESG in European CMBS (17:30)
- Corporate CLO Year-in-Review (18:31)
- CRE CLO update (21:50)
- London vibe check (23:18)
Questions or comments? Contact us at podcast@trepp.com.
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