All Europe articles
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White papersEurozone Multi-Asset shines in 2025
A 50-50 Eurozone equity and fixed‑income index has delivered only two negative annual returns since 2015, showing how diversification across asset classes and a long-term investment horizon can help overcome volatility. The 2022 exception – when both equities and bonds delivered negative returns – was followed by three years of above-average returns.
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White papersDEA capital real estate and Invesco enter into partnership with the Banque des territoires’ “agile programme” to expand the supply of student housing in France
Invesco Real Estate, the global real estate investment arm of Invesco Ltd. (NYSE: IVZ), and DeA Capital Real Estate, a leading European asset manager, announce the entry of Banque des Territoires into the capital of their investment platform to boost the student housing market in France.
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White papersEuropean bonds in 2026 and beyond: strong supply, strong demand
European government bond indices are likely to expand in 2026 due to high fiscal deficits in the largest European economies and a continued trend towards more euro-denominated public issuance. Demand from the ECB will shrink further due to quantitative tightening. However, repatriation from European investors and more purchases by insurers and pension funds could be enough to meet the increased suppl
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White papersGermany: from crisis comes opportunity
The German economy has entered a phase of structural stagnation. Growth remained weak in 2025, following two consecutive years of recession. The export sector and industry as a whole are in crisis. The shift in fiscal policy at the beginning of the year, coupled with the relaxation of the debt brake rule, is expected to boost growth in 2026, but to what extent?
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White papersCross Asset Investment Strategy - December 2025
Topic of the month - Germany: from crisis comes opportunity
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White papersEuropean Securitisation reforms: Strategic investment insights for insurers
Securitisation is making a strategic comeback in Europe. On 29 October 2025, the European Commission published a Delegated Regulation amending Solvency II, significantly lowering the standard formula Spread SCR for securitisation investments.
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White papersGetting active: The next chapter in European ETFs
Research with European institutions and wealth managers shows how active ETFs are gaining traction, where demand is strongest and which barriers still limit broader adoption.
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White papersEuropean Private Loans: A Deep, Diversified, Quality Asset Class
European private loans provide investors with an opportunity to finance market-leading companies at the core of Europe’s economy.
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White papersUnderstanding Europe’s economic transformation and its investment implications
We believe Europe is entering a transformative period of economic renewal driven by reforms, public investment and a focus on sustainability and digital innovation. These developments are expected to drive long-term growth and create a more resilient and competitive economic landscape, creating opportunities for investors at a time when the US is facing mounting challenges.
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White papers2026 European Outlook - Navigating The Winds of Change
With inflation now close to central banks’ target levels, financial markets are not expecting any further rate cuts in the Eurozone. Increasing levels of government debt, US trade policy uncertainty and remaining inflation concerns continue to weigh on the bond markets and limit the chances of government bond yields’ tightening.
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White papersLooking past the chaos: the time for European real estate debt
The global commercial real estate market has undergone a profound transformation since mid-2022, with rising interest rates and macroeconomic uncertainty driving a significant repricing of assets—capital values have corrected by approximately 20–25% across Europe, creating one of the most attractive entry points for real estate debt investment in over a decade.
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White papersThe Quality Quandary in European Equities
How can investors in high-quality companies overcome this year’s performance headwinds?
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White papersSelectivity drives outperformance in Europe
The analysis emphasizes that in the current European real-estate climate, careful asset selection and opportunistic positioning are key — outperformers are likely to emerge not by broad market exposure, but through selective, disciplined investment strategies.
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White papersMarket Outlook - Fixed income: Monetary policy should bolster markets
Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to weaker labour market trends, and lower rates in Europe because of further declines in inflation.
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White papersEuropean equities - European strategic autonomy: A long-term investment opportunity
Europe is deepening its quest for strategic autonomy. What began as a post-pandemic policy slogan has evolved into a financial reality, with tangible investment implications – Europe now allocates billions annually to defence, industrial resilience, and key technology sectors.
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White papersModern Logistics In Europe: A Timely Opportunity For Institutional Capital
As the new European real estate cycle takes shape, we continue to see logistics as one of the more attractive investment propositions, underpinned by three pillars:
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White papersLogistics real estate in Europe on a growth trajectory
Demand for modern logistics properties in Europe remains high, and matters such as location quality, energy efficiency, automation and flexible use are continuously gaining in importance. Germany in particular plays a key role in this framework – as Europe’s largest logistics market and as a hub for international supply chains. Swiss Life Asset Managers, with a Europe-wide logistics strategy, is amongst those actively shaping this change.
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White papersBack on the block: Real estate debt returning to favour
The commercial real estate (CRE) landscape has profoundly transformed since mid-2022, creating compelling investment opportunities for institutional investors. Rising interest rates and macroeconomic uncertainty have driven capital values down by approximately 20-25% across Europe and other developed markets, according to the CBRE Prime Capital Value Index. The current environment presents factors that make real estate debt particularly compelling: attractive entry valuations, conservative lending structures and meaningful portfolio diversification benefits.
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White papersBuilding hospitality ecosystems for long-term value
Hospitality investment in southern Europe has evolved far beyond the traditional model of beds and beaches. Over the past five years, the market has matured, shaped by institutional capital flows, demographic shifts, and a reimagining of what leisure real estate can offer. At Arrow, we’ve built a substantial portfolio of hospitality businesses across the region. What we see is an increasingly sophisticated investment landscape, where scale, operational capability, and ecosystem control are the foundations of long-term value creation.
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White papersPioneering European Alternatives
Global black swan events, generally considered to be once-in-an-economic-cycle occurrences, have been disrupting investment markets with alarming frequency. In the past few years, we have experienced Brexit, the COVID-19 pandemic and geopolitical conflicts. Europe’s surge in inflation was significantly fueled by the economic shockwaves from the Ukraine crisis. The crisis significantly affected global energy and agricultural supply chains, driving up the cost of fuel, gas and essential commodities, which quickly fed through into consumer prices across the continent. In response to this inflationary shock, European central banks implemented a series of aggressive interest rate hikes, shifting from historically low rates to multi-year highs.
