Key Insights from a Market in Transition: EDW & LSEG Yield Book Hold Third Annual UK Securitisation Summit

EDW & LSEG were pleased to welcome industry leaders, investors, issuers, and advisors to London Stock Exchange for this year’s UK Securitisation Summit for an afternoon of forward-looking discussion, expert analysis, and high-value networking.

Against a backdrop of shifting geopolitics, evolving regulation, and accelerating technological change, the event featured four expert panel discussions that examined the forces shaping the securitisation market in 2025 and beyond.

We’re proud to present the key takeaways and impressions below.

The opening panel explored the macro environment influencing capital flows and investor sentiment. Discussions centred on:

• The growing impact of de-globalisation on credit formation.
• Shifts in the credit cycle and their implications for risk pricing.
• How the AI investment boom is reshaping private credit securitisations through new investor demand, evolving fund structures, and heightened transparency expectations.

Speakers shared their views on activity and sentiment in the European ABS market, highlighting:

• The market’s continued resilience, with solid issuance despite macro and geopolitical pressures.
• Expectations that spreads may widen slightly in periods of volatility, while remaining fundamentally supported.
• The importance of innovation, broader asset diversification, and geographic expansion in sustaining investor appetite.
• The significant role AI is expected to play in transforming structured finance processes over the next five years.

With major reforms underway, this session provided clarity on the evolving regulatory landscape. Key themes covered:

• Progress of the EU securitisation framework reform and what proposed amendments may mean for the market.
• Anticipated timelines and next steps in the legislative process.
• Practical implications for issuers, investors, and data participants.
• How constructive engagement can help the industry leverage reform to support growth and transparency.

The final panel examined how technology is reshaping workflows across the securitisation value chain. Areas of focus included:

• Industry-wide AI adoption strategies, spanning modelling, surveillance, and operational processes.
• The efficiency gains enabled by large language models, particularly in document review and data extraction.
• Important considerations around cost, governance, and risk controls to ensure responsible implementation.
• A broader shift from theoretical interest in AI to practical, deployable solutions.

The summit underscored a market undergoing meaningful transformation — shaped by global dynamics, regulatory evolution, and accelerating innovation. European DataWarehouse and LSEG Yield Book thank all speakers and attendees for contributing to this year’s discussions, and we look forward to continuing the dialogue in the months ahead.