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CLO performance, ABS outlooks... and chicken wings

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Manage episode 387602959 series 3360631
Content provided by Gerald Hayes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gerald Hayes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Host Tom Lemmon retuned for this week's episode of Another Fine Mezz, while reporters Victoria Thiele and George Smith were well-recovered from their midweek escapades with some unnamed contacts.

It seems European CLO investors are feeling pretty happy with themselves after a successful year where the asset class outperformed a number of competitors.

It's outlook season and so George was in London to hear a range of forecasts before giving his own, which argued that 2024 should be strong for European securitization, regardless of recession risks.

And finally, Tom explains why the chicken wing index is serious sauce.

  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 387602959 series 3360631
Content provided by Gerald Hayes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gerald Hayes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Host Tom Lemmon retuned for this week's episode of Another Fine Mezz, while reporters Victoria Thiele and George Smith were well-recovered from their midweek escapades with some unnamed contacts.

It seems European CLO investors are feeling pretty happy with themselves after a successful year where the asset class outperformed a number of competitors.

It's outlook season and so George was in London to hear a range of forecasts before giving his own, which argued that 2024 should be strong for European securitization, regardless of recession risks.

And finally, Tom explains why the chicken wing index is serious sauce.

  continue reading

48 episodes

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