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Mensuel de janvier 2026 - Economie / Banques

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Securitization in Pan-Europe: Key drivers in 2025 and outlook for 2026
By Alexander KASTENDEUCH, Partner, Banking Capital Markets, German Markets Leader Patrick LOCH, Senior Manager, Banking Capital Markets, EY Luxembourg   Securitization is transitioning from a specialized financing technique into a mainstream pillar of Europe’s capital markets.   In 2025, structural trends — shifting policy priorities, regulatory reform, market innovation, and the rise of new asset classes — are converging to elevate securitization’s role in channeling savings into productive investment.   Germany illustrates this dynamic: despite high savings rates, households favour deposits over investments, leaving the economy heavily dependent on bank lending—around 80%, compared with just 20% in the U.S....
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