Catching some rays

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Catching some rays

The rising sun captured in a long exposure next to Tower Bridge, London, UK.

George Smith and Tom Hall discuss securitizing sunlight and how ABS issuers and CLO managers are using calmer macro conditions


Shortened weeks may be inconvenient for syndicators looking to take advantage of precious windows of calm to price deals, but thankfully some issuers are known for their exceptional acceleration capabilities.

So it was that Mercedes-Benz Bank did everyone else in the ABS market a favour and set a benchmark for other securitizers wondering about the state of the primary market with a swiftly executed German auto deal.

Sure, as George and Tom discuss on this week’s pod, it’s just about as defensive a trade as you can find in European ABS. It was also the widest Silver Arrow public market print ever.

However, the smooth ride the issuer enjoyed has been sufficient to encourage further activity after Easter.

As Europe basked in the good weather of the long weekend there was an opportunity to reflect on the future. George’s lead story last week, Barclays and Atrato make breakthrough in UK commercial solar ABS, told the tale of a novel £250m warehouse that represents the country’s first ever commercial solar ABS

So amid a busy week, there are rays of light in the primary market. Perhaps they will be soaked up by some securitized commercial solar panels. Best not tell the regulators or we may end up with risk weighting of 1,250% for resecuritization.

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