According to a recent LinkedIn post from Cardo AI, the company’s latest research suggests a sharp decline in traditional True‑Sale SME asset‑backed securities issuance in Europe, from €158 billion to €68 billion in the first three quarters of 2025. The post indicates that, rather than signaling weaker demand, this shift may reflect changes in deal structures across the SME securitization market.
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The company’s LinkedIn post highlights that the full report focuses on loan‑level performance across Europe, implying greater analytical depth into underlying credit dynamics. For investors, this perspective may point to ongoing appetite for SME credit risk and the growing relevance of alternative structures such as synthetic risk transfer, which could benefit data‑driven securitization and analytics providers like Cardo AI.
The post suggests that understanding these structural evolutions may be key for capital markets participants seeking exposure to SME lending while managing regulatory and balance sheet constraints. If Cardo AI’s tools and insights are increasingly used to navigate this transition, the firm could strengthen its competitive positioning in European structured finance and potentially support revenue growth tied to research and analytics demand.