All Europe articles
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White papers
Cross Asset Investment Strategy - March 2024
“While we expect the Fed, Bank of England and ECB to start rate cuts around June, we will keep an eye on the pace of disinflation for any surprises.”
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White papers
Redevco aims to grow its residential development pipeline to 10,000+ units to enter top ranks of European residential managers
One of the biggest challenges facing European societies is the severe shortage of modern, affordable, and sustainable housing supply in our cities in the face of soaring demand.
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White papers
Coming of age: student accommodation across Europe
The European student accommodation sector is experiencing solid expansion. This surge is driven by rising enrolments and an influx of international students seeking quality accommodation in the UK. Simultaneously, demand in continental Europe is spurred by rising domestic attendance and growing internationalisation, amidst sustained growth in English Language Programmes.
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White papers
Self-storage: creating its own market
With retail and more recently offices falling out of favour with many investors, all eyes are on alternative property types. Among the most popular is self-storage, though as with any opportunity, a key consideration should be to separate the hype from the substance – or at least cyclical from structural drivers.
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White papers
Time for Core European Alternatives
2024 is an attractive entry point for European alternative real estate sectors. The current market dislocation that has arisen from changing capital market conditions has led to significant repricing in the past year, providing an opportunity to acquire core, well-performing alternative assets at an attractive basis discount.
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White papers
The case for U.S. & EU industrial real estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway accelerated during the pandemic.
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White papers
Identifying opportunity and creating value in a turbulent European real estate market
The European real estate market continues to recalibrate in the face of elevated interest rates, declining valuations, and economic uncertainty. Apollo is navigating this with a thematic focus, grounded in data-driven analysis and a flexible approach to tactical deployment. Here, we discuss how we’re currently engaging with the opportunities and challenges posed by the current market environment.
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White papers
Borrowing Costs Come Down While Refinancing Challenges Remain
Borrowing Costs Come Down While Refinancing Challenges Remain
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White papers
The inherent stability of European real estate lending
In today’s current investment landscape, I have witnessed first hand how real estate lending has emerged as a stabilising force, offering investors a safe haven from the volatility of public markets. At Arrow Lending Opportunities, we’ve honed our focus on this private debt investment strategy, particularly within the European real estate credit sector, and I’m keen to share insights into its increasing appeal.
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White papers
Investors prep for June rate cuts
Stronger-than-expected US data this year has led markets to reprice rate expectations, with the first full cut from the ECB and the Fed now forecast for June 2024.
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White papers
A Second Trump Presidency? Potential Economic Effects
President Trump could win the 2024 presidential election. When the incumbent presidential party presides over an improvement in the unemployment rate, it is likely to be returned to power. With unemployment at historic lows, unemployment is likely to get worse, creating headwinds for a Biden re-election.
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White papers
European Real Estate: The Fight Back Begins!
Central bankers’ next moves remain highly data dependent, although the broad direction—if not the magnitude—of interest rates and therefore market property yields likely remains downward in 2024. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in European real estate.
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People News
Primonial REIM Announces The Creation Of Primonial REIM Spain And Appoints Its Manager
In the context of the continued international expansion of its activities, Primonial REIM, a key player in European real estate asset management, announced today the creation of Primonial REIM Spain and the appointment of Felipe Pérez Agustín as Head of its Madrid office.
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Podcast
Exiting Long-Term Infrastructure Investment
Since 2019 Igneo has successfully exited 9 of its European portfolio companies.
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White papers
Investors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papers
European Sovereign Debt: Is the Periphery a Problem?
Sovereign debt levels soared during the pandemic, and countries at the eurozone’s periphery may look high risk. But appearances can be deceptive.
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White papers
Private assets for the masses: An interview with PEI on the democratization of private equity
The democratization of private equity continues to be a hot-button issue. What were the biggest developments over the last 12 months?
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Asset Manager News
Europe’s first-of-its-kind agreement signed for large-scale hydrogen storage with Dutch energy infrastructure company Gasunie
Deal marks major step to enable a future hydrogen economy in Germany and Europe
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White papers
Credit markets in focus in 2024
In what turned out to be another volatile year, credit markets remained resilient in 2023, posting both positive excess and total returns. Looking at 2024, there is room for more optimism in the credit space, with expectations for strong total returns and continued demand from investors seeking high-quality duration and longer-maturity investment solutions, supported by anticipated interest rate cuts by major central banks.
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White papers
Capital Market Assumptions 2024: Implications for European Insurance Portfolios
Optimizing insurance portfolios for the road ahead.