GlobalCapital's securitization podcasting trio reunite for one last episode!
Former CLO reporter, now freelancer, Victoria Thiele returned, but host Tom Lemmon said goodbye as he sadly departs for pastures new...
George Smith remains in his 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, including private credit’s ever-expanding remit, and the shock at the UK motor finance ruling.
There was also exciting news in the CLO market as Barings won the race to print Europe’s first middle market deal. Victoria explained the many challenges of getting the deal away, from warming up the rating agencies and investors to simply having enough loans.
For his final story, Tom delved into why 2024 has produced a bumper crop of ESG ABS issuance. While this sector of the market has seen a few false dawns, there is hope the boost in supply will be permanent this time.