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The jam-packed road to Barca
Manage episode 421859627 series 3360631
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A jam-packed episode of Another Fine Mezz this week meant a full line-up of podcasters was needed, and they duly delivered.
With European securitization reporter, George Smith, away for the last couple of weeks, he was forced to pick his favourite. As ever on the podcast, creativity in the market is rewarded and so it was perhaps unsurprising that the auxmoney-owned Lender & Spender deal named after a dog won out.
CLO reporter, Victoria Thiele had been away for most of the week, leaving host Tom Lemmon to straddle both US and European CLO horses. The US market, led by AGL Credit's 140bp over Sofr print, is flying. At the time of recording Euro CLOs was winding down, but a late Friday rush was expected and five managers got a variety of transactions done before the Global ABS conference.
In addition, for the second half of the podcast George spoke to Mirco Iacobucci, senior vice president and sector lead of European real estate ratings at Morningstar DBRS for a sponsored interview on CMBS. With CMBS having a mini-revival this year, the pair discussed the birth of data centre CMBS in Europe, performance issues in the sector and the outlook for the rest of the year.
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