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CLOs Uncovered

by S&P Global Ratings · 95 episodes

BusinessInvesting

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Introducing Our CLO Podcasts Leveraged Finance & CLOs Uncovered Podcast Everything you ever wanted to know about CLOs, Corporate Credits, Leveraged Finance and what they are. With the aim of providing market participants with further advanced analytical insight into Corporate Credits, CLOs and Leveraged Finance deals, S&P Global Ratings is holding regular podcast episodes every fortnight, based on key features we're seeing in corporate credits and sectors that CLOs are exposed to. The Upgrade The U.S. Leveraged Finance and Recovery team is producing a monthly podcast series entitled "The Upgrade." This series focuses on leveraged finance issuers that have...

Latest episodes

  1. Trends in European Leveraged Finance and Private Credit

    In this year-end episode, Hina and Sandeep wrap up developments across the European Leveraged Finance and CLO markets, joined by Marta Stojanova, Head of European Leveraged Finance…

    12 min
  2. How France's Downgrade Impacts European CLOs

    In this edition, Hina and Sandeep are joined by Frank Gill, our EMEA Sovereign Sector Lead, to explore how the sovereign downgrade of France has impacted the European CLO market. O…

    12 min
  3. Assessing Bespoke Transactions

    In this special edition, hosts Hina and Sandeep engage in a thought-provoking discussion with Yann Marty and William Sweat about a novel transaction that highlights the increasingl…

    15 min
  4. Colisee's Credit Profile & Performance Trends

    In this episode, Hina and Sandeep are joined by Remi Bringuier to take a closer look at Colisee's credit profile. We break down the most recent performance data, walk through our r…

    7 min
  5. Examining Babilou's Credit Profile

    Hina and Sandeep are joined by Alphee Roumens to provide a granular view of Babilou's credit Profile; the latest performance trends, discuss our rationale behind the CCC rating cat…

    10 min
  6. The Future of Securitization in Saudi Arabia

    In this episode Sandeep and Hina explore the future of securitization in Saudi Arabia, sharing key takeaways from a recent S&P Global Ratings roundtable in Riyadh with Mohamed Dama…

    14 min
  7. Merlin's Credit Story

    Hina and Sandeep are joined by Raquel Delgado Galicia to discuss Merlin's recent performance, our expectations for 2025, and the areas we are closely monitoring. Our aim is to prov…

    10 min
  8. Why does Athena's recovery rating matter?

    Hina and Sandeep are joined by Solene Van Eetvelde to discuss Athena's rating drivers, our current expectations for the company's performance, and the areas we are closely monitori…

    9 min
  9. Infragroup

    Leveraged Finance & CLOs Uncovered Podcast: The story behind Infragroup's positive outlook. Hina and Sandeep are joined by Christopher Ewert to discuss Infragroup's strong operatin…

    12 min
  10. Story Behind Cerba-Chrome Holdco SAS

    Hina and Sandeep discuss Cerba with Remi Bringuier, discussing our current expectations for the company's performance and the areas we are closely monitoring. Our aim is to provide…

    9 min
  11. What's New For CLOs?

    After the summer break, Hina and Sandeep are joined by John Finn to discuss our recent Structured Finance conference, new features in CLO documentation, recent CLO performance, and…

    10 min
  12. Story Behind Ardagh Group And Its Debt Restructuring Risk

    Series 6, Episode 5: Before we all break for summer, Hina & Sandeep discuss Ardagh Group with Desiree Menjivar over an in-depth analysis of Ardagh's recent rating action and insigh…

    9 min
  13. How Does ASDA, Bellis Finco PLC's, Rating Stack Up

    Leveraged Finance & CLOs Uncovered Podcast: How ASDA's Parent, Bellis Finco PLC, compares with other food retailers in a highly competitive UK landscape. Hina & Sandeep have a disc…

    11 min
  14. The Credit Fundamentals of Merlin

    In our latest episode, Hina & Sandeep have a discussion with Alphee Roumens on how Merlin continued to access capital markets to finance further growth and focus on its evolution p…

    9 min
  15. Uncovering Our Insights On Altice France Following It's Recent Rating Action

    Hina & Sandeep discuss Altice France with Justine Miquee over an in-depth analysis of Altice France's recent rating action and insights into the key factors shaping the company's p…

    15 min
  16. How NordAnglia (Bach Finance) Continues To Access Capital Markets

    Series 6, Episode 1: Hina & Sandeep have a discussion with Raquel on credit fundamentals of Nord Anglia and despite raising $600 million term loan add-on, it is able to preserve it…

    9 min
  17. The Upgrade: Episode 33: Testing Private Debt's Resilience Through The Credit Estimate Lens

    In Episode 33, Scott Tan, Analytical Manager and Managing Director of U.S. Credit Estimates, along with Denis Rudnev, Director of Leveraged Finance at S&P Global Ratings, delved in…

    8 min
  18. How Snooze Drag Helps Borrowers Extend Loan Maturities

    Series 5, Episode 5: Hina & Sandeep wrap up the year with Tia Zhang and discuss a workaround seen in loan documentation allowing borrowers to extend maturities more easily.

    8 min
  19. The Upgrade: Episode 32: Creative Structuring Helps Trinseo PLC

    In Episode 32, Steve H Wilkinson, Managing Director of Leveraged Finance at S&P Global Ratings, discusses an interesting case study of Trinseo's creative debt structuring that help…

    8 min
  20. The Upgrade - Episode 31: Unlocking the Big Deal - Worldpay's 'BB' Credit Rating Explained

    In episode 31, Minesh Patel, the U.S. sector lead of leveraged finance at S&P Global Ratings, and Daniel Pianki, the director of U.S. corporate ratings, discuss one of the most sig…

    12 min
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