Another Fine Mezz

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.

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

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

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

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

George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.

George Smith talks to Thomas Hopkins about hedging in private credit CLOs, before Tom Hall discusses Cerberus’ bridging breakthrough

George Smith talks to Thomas Hopkins about what S&P’s France downgrade means for CLOs and sterling ABS issuers’ enthusiasm for prefunding

Waterfall's forward flow advantages, UK auto ABS resumes and CLO managers tackle a bifurcated leveraged loan market

George Smith talks to Tom Hall about a wobble in the sterling ABS market and to Tom Hopkins about some signs of widening in CLO mezz

Tom Hall talks to George Smith about mortgage tokenisation and Thomas Hopkins about a bifurcation in the leverage loan market and a breakthrough deal in UK RMBS

Thomas Hopkins, GlobalCapital’s new CLO reporter, makes his debut on the pod discussing a wave of CLO resets with Tom Hall

George Smith talks to Tom Hall about an exciting deal in the pipeline, SME financing and supply from Santander

George Smith talks to Tom Hall about tight spreads in the European ABS market and KKR's blockbuster acquisition of NewDay's credit card book.

Tom Hall talks to George Smith about the lively and Santander-dominated European ABS primary market, before discussing the bankruptcy of US ABS issuer Tricolor with Chad Van Estrop

George Smith and Tom Hall discuss the return of UK auto ABS and the serene progress of the other deals in the public markets 

George Smith and Tom Hall discuss why CLO and loan prices are out of sync and some troubles for CMBS, before a chat with US MBS reporter Nick Conforti on an unusual floating rate US MBS tranche 

In a regulation heavy episode of Another Fine Mezz, George Smith and Tom Hall discuss the FCA’s decision to regulate Buy Now, Pay Later and the EU’s proposed changes to Solvency II

George Smith and Tom Hall discuss a flood of CLOs, a trickle of ABS, the UK's new bank capital rules and why banks are more interested in forward flows

George Smith and Tom Hall discuss the thriving Polish securitization market, developments in the Italian NPL market and take a trip down memory lane

George Smith and Tom Hall discuss a landmark wine and spirits deal, busy public markets and a couple of football stadium financings

George Smith and Tom Hall discuss a pair of CMBS deals and whether you can trade an SRT

George Smith and Tom Hall break down everything you need to know about the European Commission's proposals on capital requirements, LCR and securitization regulation

Morningstar DBRS's Christian Aufsatz joins usual duo George Smith and Tom Hall to review the year so far and preview the Global ABS conference in Barcelona next week in a sponsored episode of Another Fine Mezz

George Smith is joined by VanEck's Fran Rodilosso and Bill Sokol to discuss how CLO ETFs weathered the tariff induced volatility in April, before the usual discussion of a busy week with Tom Hall.