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Take Notes - 2025 Structured Finance Outlook

Covered Bonds Uncovered: Tariffs, Bank Ratings, And The U.K. Regulator

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Inside Global ABCP 2025: A New Purpose Emerges

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European CMBS Break Through The Refinance Wall

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SF Credit Brief: CLO Insights 2025 U.S. BSL Index: Tariff-Related Rating Actions Begin To Weigh On CLO Metrics

Listen: Take Notes - 2025 Structured Finance Outlook

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