All Europe articles
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White papersGermany’s Mittelstand at a turning point: the pivotal role of private debt
Germany’s mid-market is in transition, and private debt is playing a pivotal role. Digitalisation, energy, sovereignty and succession: these shifts are reshaping priorities and creating new financing needs.
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White papersFive themes shaping global real estate in 2026: European investors’ perspectives
European investors are navigating a more attractive entry point into global real estate as repricing stabilizes and capital markets gradually improve. Structural themes such as logistics demand, demographic shifts, and sustainability are expected to shape allocation decisions heading into 2026.
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White papersEM Local Currency Debt: A Revitalised Opportunity for European Investors
Emerging markets local currency debt is offering some of the most compelling income and diversification characteristics in global fixed income.
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White papersA look at the proposed evolution of the SFDR
The Sustainable Finance Disclosure Regulation was created to establish harmonised requirements for financial market participants and ensure clarity around how they integrate environmental, social, and good governance factors into investment decisions, financial advice, and broader and product-specific sustainability goals.
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White papersThree asset classes for European insurers to watch in 2026
As insurers enter 2026, the investment landscape remains challenging. Sovereign yield curves have steepened, credit spreads continue to trade near historical tights, and inflation uncertainty persists. At the same time, equity valuations remain elevated, while geopolitical and macro risks add further uncertainty.
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White papersEuropean CRE total returns accelerate into 2026
European commercial real estate returns are expected to recover into 2026 as improving financing conditions and stabilizing valuations support renewed investment activity. Income growth and yield compression are likely to drive performance following the sector’s recent repricing.
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White papersEuropean CLOs: 101
European CLOs offer resilient, floating-rate credit exposure backed by strong protections and a rapidly maturing market.
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White papersEuropean CRE: Despite a Firm Footing, the Recovery Stumbles…
Europe’s CRE market recovery conditions are in place—a stable interest rate outlook, steady property pricing, improved financing access and positive rental growth prospects. Whether the market recovery gains traction in 2026 will depend on wider geopolitical and economic events.
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White papersEuro LDI Update: Dutch pension reform – what’s the problem?
European central bank expectations were muted in the final quarter of 2025, allowing focus to fall squarely on the Dutch Pension Reform transition date of 1st January 2026 and what that could entail for markets. This centred upon the global and local curve steepening trend where longer dated yields rise relative to shorter dated yields.
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PodcastWhat’s the outlook for yields and demand in euro credit?
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and promising sectors and industries.
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White papersEurope has institutionalised rental housing. Operations are now the edge.
European rental housing has reached institutional scale. Capital is committed, portfolios are expanding and conviction in the long-term fundamentals is well established. The next advantage will not come from allocation decisions alone. It will come from how effectively those assets are operated.
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White papersDelivering sustainable alpha over long term time horizons
Chris Hohn’s TCI made headlines last year by delivering record profits and building on the firm’s track record as one of the leading global capital allocators. TCI runs a concentrated portfolio, with a limited number of companies held for long time horizons. Out of the vast global opportunity set, Spanish airports group Aena made TCI’s shortlist, which it has now held for over a decade.
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White papersEurope’s three-S opportunity: student, senior and self storage.
European alternative real estate is entering a particularly attractive phase of the market cycle for investment. Following a period of material repricing, capital scarcity and heightened macroeconomic uncertainty, several operationally resilient alternative sectors now offer a rare combination of durable income, structural demand growth and re-based entry pricing.
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White papers2026: A year of normalisation for European listed real estate
After several years of unusual economic conditions, shifting monetary policy and heightened geopolitical uncertainty, 2026 is shaping up to be the long-awaited year of normalisation for European listed real estate. The sector enters the new year with improved fundamentals, stronger investor sentiment and clearer macroeconomic visibility, setting the stage for a more balanced and sustainable growth cycle.
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White papersAffordable housing as a European challenge
Affordable housing emerges as a cornerstone of Catella’s House View for 2026, reflecting both the structural urgency and the strategic opportunity shaping Europe’s residential markets. Across Europe, housing has become an increasingly tangible constraint in everyday life.
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White papersRising with the trends
How Europeans live is changing. Households are fragmenting, more of us are living longer, and everyone is feeling the pinch from higher prices. DeA Capital Real Estate aligns its investments with these trends. In co-operation with public authorities and specialist operators, the firm invests in purpose-built student accommodation, affordable housing, warehouses, hotels and offices. Emanuele Caniggia, CEO, and Emanuele Dubini, CIO of DeA Capital Real Estate, explain how they select the right type of building in the right location.
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White papersEurope’s commercial real estate market has an opening for recovery and stability
Europe’s commercial real estate market is beginning to recover. The upswing is selective and uneven, but it is real. Capital is returning where asset-level fundamentals are clear and execution risk is understood. This creates a genuine window of opportunity for Europe, but one that will only be realised if the region remains competitive and decisive.
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White papersNavigating divergence in Europe’s student housing market
Purpose Built Student Accommodation (PBSA) has matured into a recognised institutional asset class over the past decade. Across the UK and increasingly in Europe, the sector’s resilience and income stability have attracted long-term capital, underpinned by rising enrolments, global student mobility, and a structural undersupply of appropriate accommodation.
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White papersOur convictions remain unchanged despite the return of tariff uncertainty
Since the start of the year, some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated. We are witnessing a regime shift characterised by heightened policy uncertainty and a distinct break in the international order — key themes highlighted at the Davos World Economic Forum and confirmed at the Munich Security Conference.
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WebinarPlayback | Time for Europe! Reforms, Resilience, Rebalance
During this webinar, our experts Amaury D’Orsay, Head of Fixed Income & Money Market investments, Barry Glavin, Head of Equity, and Didier Borowski, Head of Macro Policy Research discussed how Europe is laying the foundations for sustainable, long-term economic momentum and why it should be increasingly regarded as an attractive diversification* opportunity for international investors’ portfolios.
