Episodios

  • Look Yondr!
    Feb 10 2026

    A new European data centre sponsor, Dutch buy-to-let back in business, CLO equity squeezed and a bitcoin backed deal

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    24 m
  • A stuffed Pepper order book
    Feb 3 2026

    Thomas Hopkins discuss whether private credit and BSL CLOs are really adversarial as often thought while Tom Hall gets his teeth in a tasty Pepper trade

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    20 m
  • To the last 0.5bp
    Jan 26 2026

    Thomas Hopkins discusses a vintage of CLOs being refinanced rather than reset, while Tom Hall talks about whether CMBS investors can share with banks

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    22 m
  • Holmes: a study in WALs
    Jan 19 2026

    Tom Hall goes through a sterling week of deals for European ABS, while Thomas Hopkins dissects the dangers that a rise in LMEs would pose for European CLOs.

    This the last week to vote for your winners of GlobalCapital’s 2026 European Securitization Awards! View the shortlist and vote here by January 23.

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    24 m
  • On your marks...
    Jan 16 2026

    George Smith gets the outlook for prime RMBS from Tom Hall and CLO resets from Tom Hopkins, as familiar shelf returns to its usual spot in the calendar

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    22 m
  • Make it a double
    Jan 9 2026

    George Smith talks to Tom Hall about an equity release double debut RMBS and the rise of the Australian securitization market

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    21 m
  • The paradox of lender M&A
    Dec 9 2025

    George Smith and Tom Hall talk through Enpal’s second deal, the UK’s bank capital tweaks and why there isn’t more M&A in the specialist lender market

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    19 m
  • Solar ABS gets pumped up
    Dec 1 2025

    This week Tom Hall and Thomas Hopkins discuss how Enpal's return heated up the ABS market and take the CLO equity market's temperature

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    34 m