All Europe articles
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White papers
Passion for real estate and portfolio management: Top 10 interview with Dalibor Maksimovic
Indirect Swiss real estate investment has become increasingly recognized as an efficient instrument for diversification and resilience throughout various economic scenarios, despite starting off as a niche portfolio holding over 15 years ago.
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Video
Mid-year outlook video – Overweight equities; locking in today’s yields
Equities should see further good returns in the second half of 2024, justifying a continuation of our overweight stance, particularly in the US and for NASDAQ stocks. In Europe, small capitalisation stocks should benefit from the ongoing recovery fuelling consumer demand.
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Podcast
Outerblue Convictions – H2 24 Outlook – It’s all about confidence
A lot has happened in global economies, markets and geopolitics in the last six months. This outlook special looks back at what has happened in 2024 to date, how this has impacted markets, and what we should expect for the second half of the year. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss why they think the current environment really is “all about confidence”.
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White papers
To Understand the Macro, Study the Micro
Right now, second-quarter earnings reports may be a better guide to the economic outlook than official statistics.
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White papers
Taking the fear out of high yield debt investment
Fixed income investors cautious about gaining exposure to high yield debt have little to fear as credit quality in the sector improves and attractive new pockets of opportunity open, says Insight Investment1portfolio manager and senior credit analyst, Cathy Braganza.
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White papers
European champions
Walter Scott1 investment manager Alan Edington looks ahead to a big summer of sport and entertainment. One that is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
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White papers
Borrowing Costs Come Down While Refinancing Challenges Remain
Eurozone inflation came down faster than expected, pushing 5 year Euro swap rates down more than previously projected. Central banks rate cuts are now expected to be delayed with swap rates forecasted to come out just above 2% by year-end 2025. As a result. Eurozone CRE ...
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White papers
The critical role of high-quality impact reporting in sustainable investing
The world of finance is constantly changing, and one of the prominent trends is the increasing attention to green, social and sustainable (GSS) investments. The issuance of GSS bonds has become a beacon for progress, signaling a commitment to environmental stewardship and social well-being.
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White papers
Powering the future: the strategic role of data centres in the AI evolution in Europe
Data centre demand is surging, driven primarily by the rapid evolution of AI technologies. In PIMCO’s view, this represents a significant opportunity for investors in European data centres.
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Asset Manager News
Edmond de Rothschild REIM appoints Benoit de la Boulaye as CIO Europe
Edmond de Rothschild Real Estate Investment Management (REIM) announces that it has appointed Benoit de la Boulaye as CIO Europe, effective July 3, 2024. Based in London and reporting to Edmond de Rothschild’s REIM Co-CEO Pierre Jacquot, Benoit de la Boulaye will contribute to the definition of the business’ strategy, and will oversee implementation of existing and new investment funds, mandates and ventures for the real estate investment platform at a pan European level.
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White papers
Private credit: Europe versus the US
Estimates suggest the private credit market will double in value over the next 5-years. It’s attractions remain as strong as ever: potential inflation protection, diversification, potentially attractive risk-adjusted returns, and volatility reduction. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
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White papers
Powering the future: the strategic role of data centres in the AI evolution in Europe
Data centre demand is surging, driven primarily by the rapid evolution of AI technologies. In PIMCO’s view, this represents a significant opportunity for investors in European data centres.
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White papers
Real Estate Outlook – Europe, Edition May 2024: A new cycle begins
Inflation has not been beaten yet. We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papers
Real Estate Outlook – Europe, Edition May 2024 A new cycle begins
We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papers
European real estate: from headwinds to tailwind
After a tough couple of years, European real estate stands out as one of the few asset classes where valuations aren’t sky high. With fundamentals improving, this creates an attractive investment opportunity.
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Video
Talking Markets – US Opportunities
With the US economy in good shape, and earnings growth coming through, how are valuations looking in the US market? Join Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, as he discusses politics, macroeconomics and what could be in store for the future.
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White papers
Navigating growth: Real estate trends and opportunities in the European life sciences market
A large part of economic activity takes place within buildings. Therefore, real estate must meet the needs of the real economy as it develops and grows. The life sciences industry and its real estate demand are on the rise, aided by demographics and scientific progress. Thus, real estate focused on meeting the increasing needs of this part of the economy represents an attractive risk-adjusted investment opportunity for value-add and core investors alike.
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White papers
Real Estate House View: Europe - First half-year 2024
When is the right time to re-enter the market? Fears of investing whilst values are falling has put significant downwards pressure on investment volumes. Instead, real estate investors have been monitoring government bond yields, seeking stability in the so called ‘risk free rate’ as an indication that property yields have also stabilised. Into 2024, we expect investment activity to pick back up, supporting price discovery. Although the first half-year may only show tentative signs of improvement, by the second we believe activity will regain momentum.
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Asset Manager News
Infranity (Generali Investments) Breaks Through €10 Billion Mark in Assets Under Management, powered by unique business model.
Infranity, a leading European infrastructure investment platform and part of Generali Investments, today announces it has surpassed €10 billion in Assets Under Management.
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People News
Redevco strengthens leadership team with the appointment of Veronica Gallo-Alvarez as Head of Investment Management
Redevco, one of Europe’s largest privately-owned real estate managers, has appointed Veronica Gallo-Alvarez as Head of Investment Management. Based in Paris and reporting to CEO Neil Slater, Veronica joins the Redevco leadership team, spearheading a function responsible for investment outcomes, transaction management and research & strategy. The appointment of Veronica is another step in Redevco’s ambition to further grow its real estate capabilities.