Detailed market coverage of ABS, RMBS, CMBS and CLOs. Formerly CapitalStructure, now part of Fitch Solutions
London, England
Joined March 2017
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LevFinInsights - SF retweeted
Susanne Matern, Head of European #StructuredFinance and Kei Ishidoya, Senior Director, EMEA #CLOs discuss the outlook and ongoing challenges from high #inflation to #risingrates in the EMEA CLO market.
Watch the full video: ow.ly/42p950PnRoQ
LevFinInsights - SF retweeted
For the article “EMEA Insight: CLO’s ability to follow their money gives them a stronger hand on debt restructurings – if they choose to play it”, LevFin Insights quoted Akin partners Liz Osborne and Dasha Sobornova.
#debtrestructuring #CLOs
bit.ly/44QdVOv
LevFinInsights - SF retweeted
Do you have questions regarding the difference between #SMEABS and #midmarket deals? KBRA’s Eric Hudson - a senior managing director on our #structuredcredit team – spoke to @levfininsights recently, sharing some ‘key distinguishing features.’ These include the “high granularity in ABS portfolios and varying structural features, like OC tests in MM CLOs. The size of the underlying borrower in the portfolio is also a point of distinction for a MM CLO.” Learn more about our #structureffinance efforts at kbra.com or read the full story here: levfininsights.com/
LevFinInsights - SF retweeted
flow takes a close look at the collateralised loan obligation (CLO) ETF market – a nascent yet growing asset class that combines two of the most significant securities innovations in decades. flow.db.com/trust-and-agency…
#ExchangeTradedFunds #ETFs #CLOs #structuredfinance
LevFinInsights - SF retweeted
Euro #CLO liabilities have raced in this week, with at least one manager testing AAAs at 185bps, 20bps tighter than the year's first mover HPS. More on LevFinInsights
#CLOs #structuredcredit #levfin
LevFinInsights - SF retweeted
Euro #CLO managers eyeing opportunistic print & sprint deals race against rising loan prices to pin down trades.
More here ($): bit.ly/3ivnk7u
#CLOs #levfin #leveragedloans
LevFinInsights - SF retweeted
Volatility- and supply-driven repricing for Euro #CLO mezz tranches sees new-issue Single Bs hit 1000bps, resets 1100bps. More here ($): bit.ly/35gg8sH
#levloans #CLOs #levfin
LevFinInsights - SF retweeted
January 2022 scores zero for new-issue European CLOs for first time in five years as arrangers contend with impact of volatility on mezzanine notes. Full story here ($) bit.ly/3ATusTB #CLOs #leveragedloans #capitalstructure
LevFinInsights - SF retweeted
Managers prepare first Euro CLO new issues in jam-packed H1 2022 pipeline. More here: bit.ly/3KaNysn #CLOs #leveragedloans
LevFinInsights - SF retweeted
Inauspicious start for HY primary. Opened with 10Y despite rates concerns. Had to price in-line with IPTs. Rare. Now United widened px talk having launched with tight IPTs. Greece expansion concerns at fore but really HY investors wont accept deals trying to price to perfection.
LevFinInsights - SF retweeted
SECONDARY: Rally paused as Fed signals aggression — Unlike equities, which seem to be rebalancing towards traditional recovery stocks… there is less of a clear pattern to #highyield… 🔑 capital-structure.com/client…
LevFinInsights - SF retweeted
And here we have the first #highyield bond deal of the new year #vodafoneziggo and it’s a looong one!
LevFinInsights - SF retweeted
LEVERAGED LOANS 2021 REVIEW: Surging M&A and refinancings fuel exceptional year for European #leveragedloan; total issuance reaches €145bn — Lenders’ long-term gripes about weak or absent ticking fees commonly resulted in improvements, while margins… 🔑capital-structure.com/client…
LevFinInsights - SF retweeted
#HIGHYIELD 2021 REVIEW: Issuance records smashed thanks to high risk appetite, low yield backdrop, and rush of acquisitions — “This might have been the last year for the ‘buy-almost-everything’ strategy…” 🔑 capital-structure.com/client…
LevFinInsights - SF retweeted
CLO 2021 REVIEW: Hot new-issue market and refinancing frenzy push 2021 volume over €100bn; #ESG evolution accelerates; US managers jostle for European market foothold — European #CLO offered among the best returns in fixed income in 2021… 🔑 capital-structure.com/client…
LevFinInsights - SF retweeted
#KBRANews, from CapitalStructure: "Redding Ridge smashes 90bps mark with first European new issue of the year." This is a KBRA rated deal. #EuropeanCLO #StructuredCredit #CLOs
LevFinInsights - SF retweeted
With #Mclaren targeting sale and leaseback of its HQ, get in touch for our report on use of proceeds post its consent solicitation @CapStructure @CovenantReview
LevFinInsights - SF retweeted
Q4 is going to be busy with @CapStructure reporting that the forward calendar tops €18bn of loans and bonds, driven by M&A with some opportunistic refinancing and debut bonds #highyield #leveragedfinance #leveragedloans @CovenantReview
LevFinInsights - SF retweeted
📢ESMA highlights challenges for rating Collateralised Loan Obligations
ℹ️Reports on #CLO rating practices, identifies supervisory concerns/risks: CRA internal org, interactions w. issuers, op risks, commercial influence & analysi + #COVIDー19
🔗bit.ly/2YYznBz
LevFinInsights - SF retweeted
This week our team spoke to Anna Carlisle of Capital Structure about Green Structured Finance our role in defining and promoting this exciting new frontier for the ABS market. @EEMActionPlan #greenfinance #absmarket
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