All Commentary articles – Page 4
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People NewsDeA Capital Real Estate SGR appoints new Board of Directors for the three-year period 2026-2028
Milan, Rome, 22 May 2026 – DeA Capital Real Estate SGR Shareholders’ Meeting met today and resolved to appoint the new Board of Directors of the Company which will remain in office for the three-year period 2026-2028.
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White papersPrivate Markets Outlook 1H 2026: Balancing Opportunity and Complexity
As private markets continue to evolve, investors face an expanding range of opportunities and risks.
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PodcastBeyond Macro: A Value Lens on Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn’t the macro backdrop, but the price you pay?
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White papersThe break-up specialist the market needed
For a decade, portfolio transactions were considered the most efficient way to liquidate large German residential portfolios. Over that period, Max Seil proved the opposite – building the only German advisory platform capable of executing this alternative on an institutional scale, at institutional speed and with institutional governance standards.
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White papersCompeting in Europe and the benefits of scale
Europe stands at the beginning of a long investment super-cycle. Energy transition, digital infrastructure buildout, reshoring of industrial capacity, and a generational renewal of logistics real estate represent capital requirements running into the trillions…
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White papersSocial infrastructure in Europe: where resilient income meets long-term societal need
Across Europe, demographic change and persistent undersupply in housing, healthcare and education are reshaping both how societies function and how investors think about resilience. As populations age, urban centres expand and public resources come under increasing pressure, social infrastructure is moving further into focus.
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White papersAlternative living: a strategic growth market in Europe
Across Europe, alternative living concepts are evolving from niche offerings into a fully recognised institutional asset class. Formats such as student housing, senior residences, micro living, serviced apartments and co living are now integral to long term real estate strategies.
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White papersPlatform depth will define real estate capital opportunities in Europe
European real estate capital markets are entering a new phase. After a prolonged period of price discovery, we are now seeing a shift toward selective, conviction-led deployment.
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White papersIn a fractured private credit market, senior housing stands apart
Recent issues involving semi-liquid direct-lending vehicles have brought negative attention to private credit. For institutional investors, the takeaway isn’t to dismiss the asset class entirely, but rather to recognize that private credit encompasses a range of opportunities that differ in quality and characteristics and not all strategies are created equal.
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White papersIncome-generating real estate strategies in an uncertain world
In a risk-averse macro environment, investors are prioritising income stability. LaSalle Investment Management’s debt and core equity leaders across Europe and North America discuss where and how capital can be deployed to target reliable returns.
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White papersWhen lending starts to look like equity
Private credit has rarely attracted as much attention as it does today, with increasing scrutiny around how risk is building across the asset class.
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White papersOut of distress comes opportunity: The return to office credit
We believe significant dislocation in office lending has created compelling opportunities for investors. Today’s market presents the potential to achieve income-driven, equity-like returns by primarily investing in senior first mortgage loans secured by quality U.S. office properties and supported by robust credit metrics.
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White papersCross Asset Investment Strategy - May 2026
Topic of the month - EM debt: reading the shock and finding opportunities
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White papersPowering the path to decarbonisation
As the global push toward decarbonisation evolves, balancing short-term returns with long-term structural opportunities requires a thoughtful mix of proven technologies and development-stage assets. Joost Bergsma of Nuveen Infrastructure shares how investors can build resilient, scalable portfolios across clean energy technologies today.
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White papersWhy private equity matters: From financial engineering to building better businesses
Private equity has a richer and more instructive history than most clients realize, and understanding that history changes how they think about the asset class today. In this installment of The Lead Left, Churchill’s Randy Schwimmer traces private equity’s evolution from family-funded deals before World War II through the leveraged buyout era to today’s operationally driven approach, and explains why that journey matters for evaluating managers in the current environment. If you’re building client confidence in private equity allocations, this is a compelling place to start. Explore the full piece here.
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White papersCIO Weekly: The Mag 7 Pulls Apart
The “Magnificent 7” moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.
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VideoUS High Yield Market Update – Performance, outlook, and portfolio positioning
In this quarterly update video, Jack Stephenson, US Fixed Income Investment Specialist, discusses what’s driving performance in US high yield right now, his current outlook for the asset class, and how the team are positioning portfolios for the months ahead.
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White papersPricing nature: carbon and biodiversity credits explained
Carbon and biodiversity credits are often discussed together as tools for pricing nature. This can give the impression that they perform a similar role in investment strategies. In practice, they price fundamentally different things, behave differently in markets and should be treated accordingly by investors.
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White papers2026 Europe - Senior Housing, Sector Update
The European senior housing sector continues to benefit from extremely strong levels of demand. Occupancy remains at record levels (93%) and income growth remains in the high single digits in our high conviction markets of the UK, Spain, Germany and France. These dynamics are attracting a record level inflow of capital to the sector, with existing investors remaining expansionary and new investors entering the market.
