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Renewables can make Europe’s capital markets less vulnerable to energy price shocks
The market-shutting crisis this spring is very different to that which followed last year's US tariffs
Borrowers from the Gulf region have a track record of remarkable primary market prints
CLO market's software headache shows how fast technological progress can move prices
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The path to a capital markets union will inevitably pass through a pan-European banking union -
Securitization industry must throw everything at consultation but cannot be pig-headed over necessary compromises
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Investors and bankers have warned of oversupply, but the deals are still getting done
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Lack of new CMBS debt makes primary an unseemly brawl for allocations
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Ground rent financing can be cheaper, but it doesn't mean less debt
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Interest rate expectations are still the big driver of markets but this could change
