Great Bank Asset Sale Is a Boon for Bond Market: Credit Weekly

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(Bloomberg) -- Banks are dumping assets and many of them are turning to a booming sector of the bond market to do so. Most Read from BloombergPutin Is...

-- Banks are dumping assets and many of them are turning to a booming sector of the bond market to do so.Here’s Everything Apple Plans to Show at Its AI-Focused WWDC EventThe latest round of global capital rules, known as Basel III endgame, is expected to make a whole slew of loans more expensive for banks to hang onto. In response, the lenders are bundling more auto loans, equipment leases, and other kinds of debt into asset-backed securities.

One sign of the robust demand is that investors looking for securities with relatively strong ratings and high yields have snatched up asset-backeds supported by increasingly exotic assets, including art from Rembrandt van Rijn and Andy Warhol, and internet protocol addresses. But even so, the banks’ preparations for tougher new capital rules is evidenced by the growing issuance of ABS. Lenders in recent days have lined up a passel of new deals for sale next week, including auto bonds from Santander and Toyota.Private credit is having a taste of what happens when things turn ugly.

Deutsche Bank AG plans to sell a credit-linked note known as a significant risk transfer that’s tied to a pool of about $2 billion in leveraged loans. Thoma Bravo has reached out to private credit lenders as it seeks to raise around $3.5 billion in fresh financing for its automated professional services provider ConnectWise.

Dealmaking is poised to accelerate this year as private equity and private credit funds face renewed pressure to return money to their investors, participants at the SuperReturn International conference in Berlin said.

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Great Bank Asset Sale Is a Boon for Bond Market: Credit WeeklyBanks are dumping assets and many of them are turning to a booming sector of the bond market to do so.
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