GLOBALCAPITAL INTERNATIONAL LIMITED, a company

incorporated in England and Wales (company number 15236213),

having its registered office at 4 Bouverie Street, London, UK, EC4Y 8AX

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Covered Bond Opinion

  • FIG
    Reading the IMF’s latest thinking on bank liquidity will make your brain bleed and your eyes hurt. But you should persevere — it might just be the most sensible thing any public body has written on the subject all year. Let’s hope it doesn’t disappear into the thick fog of overlapping regulation.
  • FIG
    The worst fears of senior debtholders did not come to pass when the Irish government announced the results of its banking stress tests last week. But they should not be too quick to celebrate. There is plenty of time for them to be hit.
  • FIG
    With some Triple-A non-conforming ABS performing better than covered bonds from peripheral Europe, you'd be forgiven for thinking that securitisation was back in favour with regulators. But the preferred status of covered bonds remains hard to shift. The ABS world needs to start speaking with one voice if it wants to be heard.
  • FIG
    Theory is often upset by reality, as our intrepid analyst Gary Jenkins has found throughout his career. Thinking about the latest paper from the Bank of England’s Andrew Haldane, he observes that a small tweak of the data leads to a very different result.
  • FIG
    After a period of time usefully spent nurturing the next generation of bankers within the firm, Citigroup is on the front foot again in recruitment. As David Rothnie writes, the bank is making good on its ambition to hire senior, well-connected names.
  • FIG
    BNP Paribas, Citi, Crédit Agricole, ING, Intesa Sanpaolo, UniCredit, Wells Fargo and Yapi Kredi have been mandated by Hungary’s OTP Bank to arrange a new Eu200m two year loan. The new facility was launched into syndication on Thursday.
  • FIG
    It's tough to change perceptions, but Northern Rock has gone some way to shaking off the terrible image it acquired by being one of the first high profile casualties of the financial crisis. But by holding back from selling the A2 tranche of its £1.5bn Gosforth Funding prime RMBS, it is missing an opportunity.
  • FIG
    The UK retail market has taken off over the last year, driven by a combination of external factors. But one key catalyst is unlikely to last for much longer. When rates begin to rise, it will be down to issuers to keep the momentum going.
  • FIG
    Dealing with regulatory uncertainty is a difficult job, but waiting for clarity is not necessarily the easier option. Commerzbank's liability management exercises this year have shown others what is possible.
  • FIG
    After all the praise, a debate about the dangers inherent in Coco bonds has begun, with critics fretting about the potential the product might have for creating a share price death spiral. But the real peril lies elsewhere.