Take Notes - 2025 Structured Finance Outlook | S&P Global Ratings

In This List

Take Notes - 2025 Structured Finance Outlook

COMMENTS

U.S. BSL CLO Obligors: Corporate Rating Actions Tracker 2025 (As Of June 20)

COMMENTS

Assessing The Evolving Third-Party Loan Origination Legal Risks For U.S. Consumer Loan ABS

COMMENTS

Navigating Tariffs' Credit Implications Across Asset Classes

COMMENTS

Global Tariff Tracker: Rating Actions As Of June 13, 2025

22 Jan, 2025 | 12:00

Listen: Take Notes - 2025 Structured Finance Outlook

Author Tom Schopflocher James Manzi
Sector Structured Finance Asset-Backed Securities Structured Credit (incl. CLO)CMBS Covered Bonds RMBS Servicer Ranking & Evaluations
Tags Americas APAC EMEA Global
Topic Confronting Credit Headwinds Outlook 2025

Our 2025 U.S. and Canada structured finance outlook forecasts total structured finance issuance of $839 billion, up across the board in all sectors. Collateralized loan obligations should once again have a record year. We’re seeing some collateral performance deterioration in consumer loans and commercial mortgage-backed securities. A re-emergence of inflation and the resulting impact on rate cuts is the biggest risk to our base case expectations.

Related Research:
2025 U.S. And Canada Structured Finance Outlook

Author
Tom Schopflocher James Manzi
Sector
Structured Finance Asset-Backed Securities Structured Credit (incl. CLO)CMBS Covered Bonds RMBS Servicer Ranking & Evaluations
Tags
Americas APAC EMEA Global
Topic
Confronting Credit Headwinds Outlook 2025