Financial Institutions
Monetary policy, tech disruption and evolving regulations are forcing financial institutions to take a hard look at their business models. You will find here some insights into how these trends are affecting the credit profile of our broad coverage of banks, asset managers, clearing houses and other non-bank financial institutions.
Sector Review: Private Market Nexus Increases Interconnectedness Among European Financial Institutions
European private markets are expanding rapidly. This is narrowing the gap with North American markets, which have historically been larger and less reliant on bank financing. We estimate that private funds focused on Europe manage about $2.3 trillion in assets, with about $1.8 trillion in private equity and $500 billion in private debt.
Credit FAQ: How Stablecoins' Growth Could Affect U.S. Banks
In July 2025, the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act was signed into law, setting the stage for stablecoin use to expand and potentially influence the U.S. banking sector. Industry participants are still awaiting finalized regulations pursuant to the GENIUS Act, as well as potential further legislation, via the Clarity Act, to bolster the digital asset regulatory framework. Once this regulatory clarity arrives, stablecoin issuers may grow in size, and demand for these coins could pick up, including for their use for merchant remittance and certain types of commercial payments.
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