Panel I b): Understanding the world today… and the role of covered bonds

18 Sep 2025

10:45 - 11:30

STREAM I (MAIN ROOM)

STREAM I

Still a safe haven? For buy side and sell side?
How to price a covered bond: relative to govvies, swaps, agencies, bank senior bonds, securitisation, absolute yields…
New needs, new assets: infrastructure, defence, public deficits, rebuilding Ukraine, developer loans, affordable housing and emerging markets…
Supply and demand in 2026 – and what determines it