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An independent valuer may be appointed; and there should be suitable sharing of the costs relating to the transfer of assets between the government and the banks' shareholders and creditors (the haircut applied has to make banks recognise losses, and AMCs will also need to pay a fee at market rates for any state guarantees provided). There should also be an alignment between incentives for distressed banks with public policy objectives; and the timeframe for the bank to participate in asset relief schemes should be limited, to encourage a rapid resolution and to avoid moral hazard. 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The potential benefits of AMCs are highlighted in the European Commission's December 2020 communication, including the proposal for a network of national AMCs which could work together to reduce NPL stocks across the EU. 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Just one sale eventually closed in 2020, with Citi securitising a €1.4bn performing BTL book from Permanent TSB, with PIMCO as the main investor.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:34:08.166+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d58cef3-7961-431b-9e11-c3349235265e", "parentComponentId": null }, { "bbox": { "h": 0.144, "w": 0.215, "x": 0.526, "y": 0.347 }, "kind": "paragraph", "text": "The pandemic had an uneven impact, with sectors focused on the domestic market worst hit. Distribution, transport, hotels and restaurants registered a decrease of 16.7% in revenues while professional, administrative and support services declined by 15.5% and construction by 12.7%. In contrast, the more globalised sectors performed well with industry (excluding construction) growing by 15.2% and information and technology by 14.3% (CSO).", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:34:08.166+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fbe2d32-b210-4272-abbf-409d94a1c217", "parentComponentId": null }, { "bbox": { "h": 0.168, "w": 0.215, "x": 0.526, "y": 0.74 }, "kind": "paragraph", "text": "At the start of the pandemic, 8% of all principal dwelling house (PDH) mortgage accounts in Ireland were in arrears to some extent. The level of arrears has fallen considerably in the years since the GFC, thanks to a strengthening economy and lenders seeking better resolutions, but arrears remain elevated, and long-term arrears represent a high proportion of those under financial stress. Despite this decline, the remaining arrears cases are concentrated increasingly in the longer-term arrears. 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Despite the pandemic, GDP grew 3.4% in 2020 (CSO). This was driven by the export sector, where many international companies use Ireland as a gateway to the European market. The domestic economy struggled, however. 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The housing market has continued to defy expectations of a heavy decline during the pandemic: ongoing supply shortages were compounded as construction came to a standstill during the spring 2020 lockdown. As a result, the Society of Chartered Surveyors Ireland (SCSI) has estimated that prices are set to rise by an average of 4% in 2021. 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charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 13:05:23+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-c239-70c0-95fd-b5a154bf5893", "parentComponentId": null }, { "bbox": { "h": 0.615, "w": 0.446, "x": 0.527, "y": 0.188 }, "kind": "paragraph", "text": "Market dynamics in 2020 were strongly affected by macroeconomic concerns surrounding the COVID-19 crisis. The large number of processes that stalled during 2020 were a direct effect of this general uncertainty, with both sellers and buyers adopting a 'wait and see' approach. That said, some transactions, launched prior to the pandemic, were completed successfully. A more positive sign was the swift initiation of transactions shortly after emerging from lockdown, which gained traction among the investor community. These transactions opened the doors to additional disposals across a variety of asset classes in Q4 2020, proving that market competition is alive and well, and that banks can continue to carry out NPA sales as part of their long-term divestment strategy. In 2020, the volume of NPLs traded in the Spanish market totalled about €9.9bn, considerably below the €16.2bn divested in 2019, €51.2bn divested in 2018, and the €53.1bn in 2017, when the market was enlarged by jumbo deals. Since 2018, the Spanish market has moved towards mid-size transactions and 2019 is a good example of this new trend. The general uncertainty created by the pandemic limited the number of transactions that closed in 2020. The Spanish market is still one of the largest and most active markets in Europe, even as the portfolio size has shifted towards mid-size deals from the jumbo deals that occurred in 2017 and 2018. A further trend that emerged during 2019 and 2020 has been the rise of secured SME portfolio transactions, replacing the developer portfolios that predominated in the previous years. Banks will also continue to explore alternatives to efficiently manage re-performing loans, which are capital intensive, as well as bring fresh vintages of consumer loans to market. This asset class accounted for almost a third of the total volume of portfolios traded in 2019 and 2020. Portfolio transaction activity is likely to rise in the near term driven by high Spanish NPL volume that totalled €75.4bn at the end of 2020, with continued loan sales expected by large banks that have significant NPL stocks. Large private equity funds that purchased portfolios between 2014 and 2016 are also likely to come to market with securitisations of portfolios that have reached their five-year exit timelines. 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