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With equity returns under strain, managers would do well to slow the pace of CLO issuance
Issuance has kept going by giving investors just what they want
John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
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Several companies are planning to list shares in Hong Kong and Singapore over the next few weeks, despite the woeful performance of some recent IPOs. That may look foolhardy but funding officials want to avoid jumbo deals coming soon — and as long as they don’t get too aggressive, they should be just fine.
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Although some headline-grabbing acquisitions are finding support from loans, just below the surface the disintermediation of the loan market is continuing apace.
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Investors would do well not to get too excited about low default rates. Borrowing conditions — and lenders' attitudes — will not stay this benign forever.
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Whinging to regulators that banking business models will have to change is a missing the point. Change is exactly what regulators want.
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Covered bond investors want more transparency. And they want it now.
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Funding rates are only set to go one way — up. More borrowers should take advantage of what are ideal market conditions to re-shape their redemption profiles through liability management exercises.