Outlook: What Could Drive or Derail the SRT Market
The panel shares views on the key factors that could accelerate or threaten the SRT market over the next two to three years, including US regulatory reform, credit cycle risks, the track record of underlying loan performance across multiple cycles, and the concentration of the investor base. An audience question prompts further comparison of US and European market structures, regulatory capital treatment, and the impact of the Collins Amendment and Basel End Game on collateral selection.