Another Fine Mezz

Morningstar DBRS's Christian Aufsatz joins usual duo George Smith and Tom Hall to review the year so far and preview the Global ABS conference in Barcelona next week in a sponsored episode of Another Fine Mezz

George Smith is joined by VanEck's Fran Rodilosso and Bill Sokol to discuss how CLO ETFs weathered the tariff induced volatility in April, before the usual discussion of a busy week with Tom Hall. 

George Smith and Tom Hall preview a packed road to Barcelona for ABS primary as deal activity picks up across all asset classes.

George Smith and Tom Hall dive into the current market conditions, highlighting a slight dip in deal supply yet a resilient outlook. They explore recent challenges in pricing strategies and the impact of historical trends on current performance. Anticipation builds around bond issuance for the latter half of the year amid market uncertainties. A fascinating German data center ABS deal is contrasted with a previous UK transaction, showcasing the evolving landscape of Europe's asset-backed securities market.

There are several encouraging signs in the European ABS primary market for GlobalCapital's George Smith and Tom Hall to discuss this week.

George Smith is joined by US securitization editor Oliver West to discuss a rare reperforming RMBS from Balbec and the pick up in public markets activity this week

George Smith and Tom Hall discuss whether ABS and CLO issuers are managing to take advantage of period of calmer macro conditions and how to securitise sun light

ABS primary slows down, but George Smith and Tom Hall discuss one issuer bucking the trend and whether secondary selling has been orderly 

George Smith and Tom Hall delve into the chaos surrounding tariffs and its potential fallout on the European asset-backed securities market. They discuss the cautious yet optimistic shift from equities to fixed income due to geopolitical uncertainties. The impact of defaults on financial trades and the unstable used car market raise investor concerns. The duo also explores strategies for managing lease defaults and reviews critical regulatory updates in securitization that could reshape the legal landscape.

Senior securitization reporter George Smith and reporter Tom Hall focus on deal activity in the European ABS this week, with a short trip to the Middle East.