All Europe articles
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White papersRe-imagining value-add real estate: How energy is reshaping European logistics
The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonising energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and power becomes increasingly constrained, reducing energy demand is creating a new source of value within real estate.
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White papersLDI Fixed Income Outlook: Where are the new safe havens?
Despite the bond market sell-off, there is no reason for hasty decision-making, says Sebastiano Chiodino, Head of Liability-Driven Investing (LDI) Fixed Income at Generali Asset Management S.p.A.,* as strong corporate fundamentals and interest-rate volatility continue to create opportunities for long-term, active investors.
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Asset Manager NewsL&G and NTR’s clean power transition fund reaches €330m first close
NTR’s fourth and L&G and NTR’s second joint strategy secures cornerstone commitments from four returning investors
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Asset Manager NewsSosteneo Fund II completes first external close
Close combines renewed support from existing investors with new institutional relationships
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White papersEurope Real Estate Sector Report
Navigate the complexities of the real estate market with our Europe sector report. Key outlooks and conditions at your fingertips
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White papersThe next chapter for global office
The global office market is moving past its post-pandemic malaise and is engaged in the early stages of recovery. Leasing activity is improving, transaction markets are beginning to reopen, credit is increasingly available, and capital values are stabilizing across a growing number of markets.
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White papersHow fixed income investors can potentially capitalise on Europe’s strategic autonomy
The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a more fragmented world.
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Asset Manager NewsActis adds 244MW / 1,141MWh battery storage portfolio to Polish platform within three months of launch
Actis, a leading growth market investor in sustainable infrastructure, today announced it is acquiring two battery energy storage system (BESS) projects as it rapidly scales its recently launched Polish renewable energy platform.
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PodcastEurope’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape.
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Asset Manager NewsDeA Capital Real Estate, Invesco Real Estate and Banque des Territoires expand their student housing platform with two new Île-de-France developments, taking the portfolio to over 2,000 beds
Paris, 29 September 2026 – DeA Capital Real Estate, Invesco Real Estate and Banque des Territoires are continuing to expand their student housing platform in France with the acquisition of two former office properties in Issy-les-Moulineaux and Boulogne-Billancourt, which will be transformed into purpose-built student accommodation.
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White papersEurope: Forging its own way
The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe’s continued dependency on fossil fuel imports from the region, while the pace of its drive to expand renewable energy use has slackened.
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White papersHome is not a guaranteed hedge
Having spent more than two decades in asset management and private wealth, I have watched investors become more nuanced in the way they think about risk. What once appeared prudent can start to look less safe when the world changes around it. Today, that is increasingly true of portfolios that remain concentrated close to home.
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White papersThe operating edge: how AI is accelerating value creation in student housing
Investor attention in purpose-built student accommodation (“PBSA”) has understandably centered on the underlying real estate, given the sector’s strong performance. Yet PBSA is, at its core, an operating business wrapped in real estate.
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White papersWhat investors still get wrong about European retail parks
There are estimated to be more than 5,000 institutional-grade retail parks across Europe, representing an investible universe approaching €100 billion. By any measure, this is a significant real estate sector.
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White papersRiding the wave up with European levered debt
The bottom of the cycle, when capital values have rebased and market recovery is evident, can be the best time to enter the real estate market as an investor. This is particularly the case for direct investors.
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Asset Manager NewsEdmond de Rothschild REIM launches new value-add strategy for European light industrial & logistics and appoints Niek van Genugten as Fund Manager
The strategy will target light industrial assets, which offer a yield premium over big-box logistics while benefiting from structurally constrained supply and greater reversion potential. The core principle is to generate alpha through active asset management delivered by local teams across strong European markets.
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White papersMacro brief: AI in Europe Part 2 – Comparing capex and strategy
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
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White papersThe ECB raises policy rates
“The ECB opens a period of central bank meetings. The balance is shifting further towards the risk that inflation proves more persistent than expected, given the recent rise in energy prices amid geopolitical tensions.”
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BlogA warming planet hits our economy harder than a blocked strait
Tensions around the Strait of Hormuz dominate headlines, particularly the economic impact. European Commission (EC) analysis forecasts oil and gas prices will still be 20% higher by the end of 2027.
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White papersBeyond the yield: The strategic role of euro high yield
As credit portfolios expand beyond traditional public markets, investors are becoming more deliberate in how they allocate risk. In this context, euro high yield (EUR HY) has evolved from a satellite exposure into a core allocation, valued for its ability to deliver income while preserving liquidity and transparency.
