All Europe articles
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White papersBrexit a Decade On: What it means for UK investors today
Ten years on from the Brexit referendum, the UK economy has shown resilience, but the equity market tells a more nuanced story. Large caps have led returns, while mid and small caps have de-rated despite earnings growth, driven in part by weaker sentiment and sustained outflows. In this insight, Premier Miton’s Matthew Tillett explores what’s behind this divergence and whether current valuations already reflect much of the negative outlook. This is a marketing communication.
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Asset Manager NewsInvestments in Dutch student housing grow to nearly €1 billion
Interest from institutional investors in Dutch student housing has increased significantly in a short period of time. In 2025, nearly €1 billion was invested in this type of housing, of which more than €400 million came from pension funds and insurers.
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White papersECB raises rates after almost three years
“Although the ECB raised rates amid concerns that inflation will remain above target in the near term, we do not expect it to embark on a full tightening cycle. Nonetheless, the ECB would remain highly attentive to energy prices, and pressures on domestic demand.”
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White papersCan the Eurozone Tolerate Higher Rates for Long?
The market is pricing in higher euro rates through 2031. But can the region’s economy take them?
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
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White papersInfrastructure: The Red Thread – Alternatives, mid-year edition 2026
Renewables – leading the charge
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White papersNo place like home: The case for living sector real estate
As demographics, undersupply and shifting preferences converge, the living sector is becoming a key area of opportunity within private market allocations.
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White papersA renewed imperative for green transition
“The crisis is a stark reminder that security extends beyond defence. It depends, among other things, on secure energy and resilient supply chains. Transitioning to clean energy is therefore both an environmental priority and a strategic imperative for geopolitical strength and economic resilience.”
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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.
