Captive audience

CLO managers play credit whack-a-mole as leveraged loan prices tumble, European ABS emerges from a stormy few weeks, and why Europe’s first fibre ABS could arrive soon.

Europe's securitization reform reaches provisional agreement after two years of talks. In CLOs, a gentler Moody's methodology is winning back mandates and could let managers thin out subordination.

Why Sharia-compliant RMBS is growing, why the EU reform deal still matters in a strong year, and why captive equity funds favour bigger CLO managers 

The GlobalCapital team discuss why SRT investors are getting picky, what the spread gap means for European and US CLOs, and how securitization by multilateral development banks is shaping up

The GlobalCapital team discuss a rare German RMBS, the limits of SRT coupon tightening and why investors keep backing new CLO managers. 

Aza Teeuwen, a partner at TwentyFour Asset Management, discusses tiering in US and European CLO liability pricing.

The team discusses a busy year for French ABS, partial rebounds in two troubled loan sectors, and the limits of Solvency II reform. 

Securitization issuers have had one of their busiest periods of the year, but some investors are pushing back on price. Elsewhere, CLO managers hope a wave of new leveraged loans will ease their arbitrage. 

A Morningstar DBRS rater on how to keep data centre master trusts honest, the first all-electric auto ABS, and the CLO market splitting in two. 

A new host takes the mic, and Tom Hall explains why Lloyds is raising hopes of a Dutch prime RMBS revival.