All Europe articles
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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 papersFrance’s fiscal policy in focus
We expect France’s GDP to grow by 0.6% in 2026 and around 1.0% in 2027, in line with Eurozone growth. While higher inflation and elevated policy uncertainty, both domestic and external, are likely to weigh on demand in 2026, the economy should retain some underlying resilience, helped by a gradual recovery in private domestic demand, particularly household consumption and business investment moving into 2027.
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White papersIran conflict: Diversification at play
“Diversification and selectivity could help navigate a period of increasing scrutiny over policymakers’ credibility and the sustainability of earnings in the AI ecosystem”
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InsightInstitutional investors increase impact allocation
The Netherlands Advisory Board on Impact Investing (NAB) is raising the bar. With a bold yet voluntary goal, Dutch institutional investors are being called upon to dedicate at least 10% of their assets under management to impact investments.
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Asset Manager NewsSosteneo signs agreement to acquire a wind repowering portfolio in Germany
The transaction marks its entry into the German market and Fund II’s inaugural investment
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White papersPrivate credit’s overlooked opportunity: the case for non-sponsored direct lending
Sponsored, direct lending continues to dominate the European private credit market representing approximately 80% of the region’s debt market. The growth of European direct lending is continuing apace with almost €100 billion raised over the last 2 years and total AUM now estimated at roughly €450 billion.
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White papersTwin-tracks persist in 2026 vote season
US regulatory changes led to proposals being withdrawn, negotiated, or excluded rather than going to a vote, sustaining the low volumes seen in 2025. But in Europe, investor focus remained on climate and board composition. By Dana Barnes and Elissa El Moufti.
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White papersEuropean Private Loans: Quality by Design
European private loans should not be read as simply another form of private credit. They are better understood as, on average, high-quality investment grade bank lending, with embedded illiquidity premia well suited for a tight spread environment.
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White papersGerman reforms: what do they mean for European equities?
The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy Germany/Europe” signal. The principal upside risk is a confidence-led private capex cycle. The key downside risk is implementation failures and higher bond yields, which could turn a productive investment programme into a less equity-friendly fiscal expansion.
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White papersGrowing hopes for an industrial renaissance in Germany
Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.
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White papersGrowing hopes for an industrial renaissance in Germany
Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.
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White papersNo “Strait” Answer for Europe’s Real Estate Recovery
Key macro risks from the last few years remain in focus, including U.S. policy volatility, energy prices, the ongoing impacts of higher long-term borrowing costs and the risk Europe’s labour market strength reverses.
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White papersCLOs: A More Selective Opportunity Set
CLOs remain supported by resilient fundamentals, strong demand and attractive carry, but compressed spreads and growing collateral dispersion are raising the bar for credit selection, manager discipline and portfolio construction.
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Research ReportESG Annual Report 2026
Welcome to our eighth annual Environmental, Social and Governance (ESG) Report, covering the 12-month period to March 2026.
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White papersMacro brief: AI in Europe – implications for productivity
With US hyperscalers driving the AI boom, Europe has so far been broadly absent from the excitement surrounding this technology. But the lesson from past technological revolutions is that the ultimate prize – stronger productivity growth – will depend less on where the technology is developed than on how effectively it is deployed.
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People NewsDeA Capital Real Estate appoints Emiliano Ranati as new CEO and Managing Director
DeA Capital Real Estate announces that it has appointed Emiliano Ranati as the manager to lead the asset management company. Ranati has twenty years’ experience in the finance and real estate sectors, as well as in the organisation and management of human resources, gained in complex and institutional settings.
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White papersEurope’s Electrification Action Plan is a Call to Private Capital
The European Commission’s new Electrification Action Plan is more than another climate policy. It is a long-term investment roadmap that gives private capital greater confidence to finance Europe’s next generation of clean energy and electrification enabling infrastructure.
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White papersFrom invention to investment: The case for UK venture capital
Britain is one of the world’s great originators of ideas, yet too many of its most promising companies have had to look abroad for the capital to grow. Institutional investors have a rare chance to fund the next stage of that growth story and capture compelling long-run return streams.
