12 September, 2025

Covered Bonds Uncovered Podcast: Commercial Real Estate Recovery and Housing Prices On The Rise

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Featuring Casper Andersen


Commercial Real Estate Recovery and Housing Prices Up

In this episode, S&P Global Ratings credit analyst Casper Andersen discusses recent developments in the commercial real estate (CRE) market and their implications for covered bonds with his colleague and commercial mortgage-backed securities expert Mathias Herzog. He is then joined by S&P Global Ratings EMEA economist Aude Guez to talk about the recently published European housing price forecast and what to look out for in the second half of 2025.

The “Covered Bonds Uncovered” podcast—your go-to source for in-depth analysis and key highlights from our covered bonds coverage. Stay informed with regular video updates that address the latest market developments and provide a concise summary of our newest publications. Get the insights you need, quickly and clearly, to stay ahead in the evolving covered bond sector.

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