Another Fine Mezz

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

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

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.

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

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

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

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

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

Thomas Hopkins, GlobalCapital’s new CLO reporter, makes his debut on the pod discussing a wave of CLO resets with Tom Hall

George Smith talks to Tom Hall about an exciting deal in the pipeline, SME financing and supply from Santander