45 episodes

A podcast about the global securitization markets from GlobalCapital

Another Fine Mezz Gerald Hayes

    • Business

A podcast about the global securitization markets from GlobalCapital

    European CMBS, where the 'M' stands for 'data centre'

    European CMBS, where the 'M' stands for 'data centre'

    This week on Another Fine Mezz, the spectre of challenging diaries due to time difference meant usual host and securitization editor Tom Lemmon had to miss out. However, European reporters George Smith and Victoria Thiele went on a whirlwind tour of securitization in super quick time. Although it seems some in the market may need to go back to school because there's a CMBS comprised solely of data centres, rather than the usual commercial real-estate mortgages. But as George said, the 'M...

    • 13 min
    Regs can only get better

    Regs can only get better

    The UK had a lot going on politically with its local and mayoral elections last week, which perhaps explains why the future of UK securitization regulation wasn't on the front page of the nationals.However, for GlobalCapital's team of securitization podcasting hacks on Another Fine Mezz, it certainly was.European securitization reporter, George Smith discussed what changes have been finalised in the new UK regulations which will come into force on November 1. There is also hope that it will l...

    • 30 min
    All you can ETF and Santander's big beautiful ABS

    All you can ETF and Santander's big beautiful ABS

    It was another week of 100% attendance from the Another Fine Mezz team, but such was the quality of stories this week, there was a fair bit of bickering over who got to go first. For the starter, European Securitization reporter, George Smith had Santander's mammoth German consumer ABS to discuss, where investors chose to fill up on mezz. Then, the main course was provided by CLO reporter, Victoria Thiele (and to a lesser degree, securitization editor, Tom Lemmon) as the European ma...

    • 28 min
    Deals, deals and downgrades

    Deals, deals and downgrades

    A full house again on Another Fine Mezz this week where CLO reporter Victoria Thiele was practically bouncing off the walls with three Euro CLOs to report on. However, host Tom Lemmon didn't quite burst her bubble as much as put into context how small it is with an update on the flood of primary market supply in US CLOs. The question across the Atlantic is whether spreads can tighten with so much in the pipeline. Finally, in less pleasing news, European securitization reporter Georg...

    • 25 min
    Belmont Green gets its flowers

    Belmont Green gets its flowers

    This week on Another Fine Mezz, the full podcasting trio was on hand to digest yet another hectic week for European Securitization. First up, ABS reporter, George Smith - with his wonderful new microphone - explained why Belmont Green's buy-to-let RMBS deal took the plaudits amongst a packed field, and even got the GlobalCapital cartoon as reward for printing just 40bp wide of UK prime RMBS.In CLOs, reporter Victoria Thiele spent the week continuing to analyse how the Altice debacle woul...

    • 29 min
    My kingdom for a second lien

    My kingdom for a second lien

    In an admirable effort to bring securitization to the people, George sat down on a Monday morning straight out of a holiday, beard still wild and unkempt, to discuss the latest movements in the ABS and CLO market with Victoria.Unusual activity in the second lien UK RMBS market kept the GlobalCapital reporters busy last week. George dug into the drivers of growth in this niche sector. For listeners who cannot get enough of second charge mortgages, Victoria spoke about Equifinance's recent debu...

    • 17 min

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