Bundle

Bank Outlook 2026: Bank funding and exposures in motion

4 February 2026

In this annual outlook for the banking industry, our team examines the rapid expansion of NBFIs and the rising risks this poses for banks, the evolving role of AT1 capital, and how the EU's securitisation overhaul could reshape funding strategies. We also explore key ESG themes and include our previously published outlooks for bank bond supply and ESG

Download

In this bundle

Credit Financial Institutions

The silent risks between banks and NBFIs

A severe shock within the NBFI sector could increasingly spill over into the wider financial system

Financial Institutions

How the EU's securitisation overhaul may reshape banks' funding…

The European Commission is attempting to revitalise the EU securitisation market

Credit Financial Institutions

AT1: Adapt or abolish?

The role of AT1 capital is in flux, we discuss potential alternatives ahead

Financial Institutions Sustainability

ESG Omnibus: Throwing the baby out with the bathwater

This will be a positive for banks which are no longer required to report on ESG but significantly complicate disclosures for those still in scope

Credit Financial Institutions

Bank bond supply in 2026: Still riding the wave

bank bond supply

Financial Institutions Sustainability

Banks stick to ESG bonds, EU GBS yet to gain traction

Bank ESG supply expected to hold steady next year

Report

Financial Institutions

Bank Outlook 2026: Bank funding and exposures in motion

Our Bank Outlook for 2026

Banks

Content Disclaimer

This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.
Read more

Download