All Europe articles
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White papersEuro credit: Investment potential amid global uncertainty
Credit markets entered 2026 on a solid footing, but the landscape has since shifted significantly. What began as a year of macro optimism was tested by two successive shocks: AI-driven disruptions to private credit, and latterly, the Middle East conflict which reignited stagflation fears. However, despite this backdrop, the asset class has demonstrated notable resilience.
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White papersEfficiency at altitude
Relying solely on sustainable aviation fuel won’t deliver the airline sector’s climate goals. Hannah Heuser and Kenny Tsang outline other practical steps that airlines can take to reduce emissions and improve profitability.
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White papersEurozone outlook darkens amid energy crunch
Higher energy prices are squeezing growth, complicating the ECB’s next move and bolstering the appeal of euro-denominated money market funds.
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White papersEuropean equities: an underappreciated source of global investment opportunity
European equities are often viewed through a narrow macro lens, driven primarily by euro-area growth expectations. However, this perspective understates their true potential. Today’s European equity market represents a diversified, innovation-driven and globally connected opportunity set, offering investors access to high-quality companies with competitive advantages, attractive valuations and long-term structural growth drivers.
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PodcastEuropean small caps offer income and growth
European small cap stocks have outperformed their large cap peers so far this year. Among the drivers of better performance are their exposure to industrial onshoring trends, the tailwind from merger and acquisition activity on cheaper valuations, and the opportunity to ride on the infrastructure spending wave.
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VideoTalking Markets – The case for European property
With headline risks rising and markets remaining volatile, few areas feel as out of favour as European real estate. But are investors relying on the wrong playbook?
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White papersHeadline ODCE returns mask a selection-driven cycle
Performance across core real estate funds, as reported by ODCE indices, improved in 1Q26, but the underlying story remains one of divergence rather than uniform recovery. Europe outperformed the U.S., though for different reasons: U.S. returns are still income-led, while Europe is increasingly benefiting from recovering capital appreciation.
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White papersValue-add real estate and the speed of forgetting
The built environment is having to adapt more quickly than it once did. Technology, tighter regulation and higher capital costs have shortened the lifespan of established property formats. Noura Tan, together with Robert Balick and Frédéric Laurent, Managing Partners at BauMont Real Estate Capital, M&G’s European value-add real estate business, examine how value-add investing is being redefined as cycles shorten and why building portfolios around more than one market story is becoming increasingly important.
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White papersPan European Real Estate Equities: An Investment Solution for Structural Market Trends Ahead
Pan European real‑estate equities have been largely avoided by investors, despite asset values having materially adjusted since 2022.
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White papersCompeting in Europe and the benefits of scale
Europe stands at the beginning of a long investment super-cycle. Energy transition, digital infrastructure buildout, reshoring of industrial capacity, and a generational renewal of logistics real estate represent capital requirements running into the trillions…
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White papersSocial infrastructure in Europe: where resilient income meets long-term societal need
Across Europe, demographic change and persistent undersupply in housing, healthcare and education are reshaping both how societies function and how investors think about resilience. As populations age, urban centres expand and public resources come under increasing pressure, social infrastructure is moving further into focus.
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White papersAlternative living: a strategic growth market in Europe
Across Europe, alternative living concepts are evolving from niche offerings into a fully recognised institutional asset class. Formats such as student housing, senior residences, micro living, serviced apartments and co living are now integral to long term real estate strategies.
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White papersPlatform depth will define real estate capital opportunities in Europe
European real estate capital markets are entering a new phase. After a prolonged period of price discovery, we are now seeing a shift toward selective, conviction-led deployment.
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White papersEuropean CRE: Uncertainty Extends the Opportunity
Europe’s real estate recovery has been postponed, as Middle East tensions revive inflation anxieties. However, any future ECB rate hikes are likely to be much more modest this time. Even so, the market remains resilient, with chronic shortages of modern space set to worsen as development activity continues to fall.
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White papersWhy technology is the cornerstone of European strategic autonomy
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment – in areas ranging from defence and manufacturing to energy, food and health. There is one sector, however, that stands out as the cornerstone of European strategic autonomy: technology.
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White papersPowering the path to decarbonisation
As the global push toward decarbonisation evolves, balancing short-term returns with long-term structural opportunities requires a thoughtful mix of proven technologies and development-stage assets. Joost Bergsma of Nuveen Infrastructure shares how investors can build resilient, scalable portfolios across clean energy technologies today.
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White papersEurope’s quality growth opportunity
Europe is undergoing a transformation, with new pockets of emerging quality. In an uncertain environment, where capital intensity is a growing barrier to entry, our pragmatism allows us to identify industry leaders at the most profitable parts of the value chain.
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White papers2026 Europe - Student Housing, Sector Update
On the Continent, we have continued to observe strong performance of student housing assets. However, the latest academic year marked a material slowdown in operational performance for assets in the UK. Pricing in the sector has reflected changing fundamentals, as yields on the continent have remained stable or shown early signs of compression on a small number of markets, including Spain, Italy and Denmark.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papers2026 Europe - Senior Housing, Sector Update
The European senior housing sector continues to benefit from extremely strong levels of demand. Occupancy remains at record levels (93%) and income growth remains in the high single digits in our high conviction markets of the UK, Spain, Germany and France. These dynamics are attracting a record level inflow of capital to the sector, with existing investors remaining expansionary and new investors entering the market.
