All Europe articles
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White papers
An Ocean of Difference
‘Copy and paste’ your U.S. inflation outlook onto Europe and you may miss the opportunity in core European bonds.
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White papers
Euro area: Worst over, slow recovery ahead
”Confirmation of no recession for the Euro economy, improving business sentiment and the ECB going to cut rates should support European equities including small caps.”
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White papers
Growing investment opportunities amid bank deleveraging trend
The structural need for European banks to deleverage, particularly with new capital rules under Basel IV coming into effect from 2025 (dubbed as the Basel “Endgame”), is incentivising banks to engage in ‘risk-sharing’ regulatory capital solutions like Significant Risk Transfer and other asset solutions such as Specialty Finance trades. As banks double-down on capital relief and balance sheet optimisation, this is creating an attractive and unique entry point for investors to gain exposure to the core, yet ‘harder-to-access’, parts of bank balance sheets and earn potentially attractive risk-adjusted returns.
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People News
Charles Boudet Joins The Supervisory Board Of Primonial REIM As Independent Director
Primonial REIM Holding, a key player in European real estate asset management, is strengthening its governance and announces the appointment of Charles Boudet as an independent director.
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White papers
Catella European Residential Vision Report 2024 – The Epsilon: From a Mitigation World to an Adaptation World
The Epsilon, or Greek letter ‘E’-shaped trifurcation of real estate investment portfolio valuations along alternative pathways from a decarbonisation ‘tipping point’ was introduced in: ‘The Epsilon Great Transformation of Real Estate Markets’ in our European Residential Vision 2023 report, which aimed to conceptualize the integration of climate change mitigation into investment strategies
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White papers
Catella European Residential Vision Report 2023 – The Epsilon: Great Transformation of Real Estate Markets
The catalysts of the energy crisis, surging inflation and geopolitical turmoil ignited by the Covid pandemic and war in Ukraine are forcing an acceleration in the pace of economic transformation needed to confront two of the greatest challenges of our age: climate change and the poor-rich divide.
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White papers
Cross Asset Investment Strategy - April 2024
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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White papers
European Real Estate: Why Now?
The European real estate market appears to have passed its cyclical trough—and potentially compelling core and value-add opportunities are emerging across logistics, living, and select areas of the office sector.
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White papers
ECB’s next move should be a rate cut
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
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White papers
A window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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White papers
Schroders Capital’s Investment Outlook for UK Real Estate H1 2024
We explore the fundamentals underpinning our expectations and views, our conviction themes, the investment strategies benefitting from them, and how we are seeking to position portfolios for outperformance
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White papers
Broaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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White papers
Real Estate Outlook – Switzerland, Edition 1H24
User markets support Swiss real estate values
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White papers
Sector spotlight: Dialling up the positivity on telecoms
European telecoms have turned a corner operationally and are in the best financial health for many years. This has led us to upgrade this investment grade sector as an investment proposition, reflecting that its fundamental credit quality is expected to improve in the next few years.
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Research Report
Cromwell’s European Market Monitor – Q1 2024
Market Monitor gives our views on the latest data and trends from the financial markets and their impact on commercial real estate. The latest one covers ECB rates, credit standards and rate decline indicators.
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Podcast
European Real Estate: Light at the End of the Tunnel?
While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today.
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Podcast
The Investment Podcast: The long-term megatrend of European private asset-backed finance
While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it’s only in recent years where we’ve seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink balance sheets and increase capital.
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Video
Talking Markets – European Opportunities
Join Jonathan Willocks, for this episode of Talking Markets, where Thomas Brown, Fund Manager of Premier Miton European Opportunities Fund, discusses the European equities landscape, investing in undiscovered gems, and navigating sectors like luxury goods and AI amidst market shifts.
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White papers
Euro government bond opportunities in a rate cutting environment
With inflation decelerating overall and markets pricing in rate cuts for 2024, the environment is ripe for European government bonds to thrive, explains Mauro Valle, Head of Fixed Income at Generali Asset Management.
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People News
GARBE Austria Hires Franz Kastner as New Managing Director and Pushes ahead with its Expansion in Austria
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading specialists for logistics, light industrial and technology properties in Germany and other countries in Europe, is moving ahead with its expansion plans for Austria. Franz Kastner (39) was appointed as Managing Director of GARBE Industrial Real Estate Austria, a subsidiary formed in 2022.