Webinar: Wednesday, November 5th 2025 - 3:00 PM (CET)

The claim that Europe’s gradual economic and geopolitical decline is irreversible is overstated. But it will require a strategic political shift to change the current trajectory.

Italian NPL collections in September nearly doubled compared with August (+95%). However, they remain significantly below the levels recorded in the same period last year, a trend that has persisted throughout the year.

The recent collapse of First Brands, in casting a shadow over the direct-lending sector in the US, raises important questions: does the rapid growth in private credit amplify corporate credit risk and will this be different in Europe compared with the US?

Climate change can materially affect the creditworthiness of all issuer types and asset classes, so we have harmonised our general framework for capturing this risk, which can be applied to produce issuer-specific Key Climate Risk Indicators (KCRIs).

The uncertain political environment is likely to constrain market sentiment in Q4 2025, potentially dampening the earnings momentum French banks built in the first half, supported by strong revenues from retail banking, insurance and wealth management.

With only slowly recovering economic growth and structurally high interest costs, Hungary needs sustained fiscal discipline to ensure budget deficits narrow gradually and debt-to-GDP stabilises before and after parliamentary elections due next spring.

GlobalCapital’s call for nominations for its European Securitization Awards 2026 is now live.

Aligning the tracks of Europe’s digital finance landscape will reinforce the euro’s global role, increase resilience against economic fragmentation and enhance European autonomy. Slow movers among European banks could face revenue and funding pressures.

The European Commission (EC) has prepared an innovative if complex plan to mobilise seized Russian assets to fund Ukraine. This initiative is critical given the absence of any credible alternative for providing sustained financial support.