Bank Outlook 2025: Clearing the fog – bank risks and market shifts

Our team explores what 2025 holds for banks, including the positive impact of ECB rate cuts on loan quality and the anticipated modest growth in sustainable loan portfolios

In this bundle

Financial Institutions

How preferred is preferred senior?

Upcoming revisions to the CMDI framework and CRR amendments are generally negative for preferred senior unsecured bonds

and

Financial Institutions

Keeping an eye on private markets’ not so private vulnerabilities

The growth and influence of Non-Bank Financial Intermediaries are facing heightened scrutiny

Financial Institutions

ECB rate cuts will benefit bank loan quality

The European Central Bank moves to rate-cutting mode to support bank loan quality

From peaks to plateau: EUR bank bond supply in 2025

Next year’s EUR bank bond supply is expected to stay high albeit less heavy than in 2024

Less sustainable issuance by banks in 2025

Financial Institutions

Sustainability

Less sustainable issuance by banks in 2025

Banks are expected to reduce their issuance of sustainable formats next year against the backdrop of overall lower issuance volumes

Report Financial Institutions

Bank Outlook 2025: Bank risks and market shifts

Our comprehensive look at the challenges and opportunities facing financial institutions next year

, and