All Europe articles
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PodcastEurope’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape.
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Asset Manager NewsDeA Capital Real Estate, Invesco Real Estate and Banque des Territoires expand their student housing platform with two new Île-de-France developments, taking the portfolio to over 2,000 beds
Paris, 29 September 2026 – DeA Capital Real Estate, Invesco Real Estate and Banque des Territoires are continuing to expand their student housing platform in France with the acquisition of two former office properties in Issy-les-Moulineaux and Boulogne-Billancourt, which will be transformed into purpose-built student accommodation.
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White papersEurope: Forging its own way
The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe’s continued dependency on fossil fuel imports from the region, while the pace of its drive to expand renewable energy use has slackened.
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White papersHome is not a guaranteed hedge
Having spent more than two decades in asset management and private wealth, I have watched investors become more nuanced in the way they think about risk. What once appeared prudent can start to look less safe when the world changes around it. Today, that is increasingly true of portfolios that remain concentrated close to home.
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White papersThe operating edge: how AI is accelerating value creation in student housing
Investor attention in purpose-built student accommodation (“PBSA”) has understandably centered on the underlying real estate, given the sector’s strong performance. Yet PBSA is, at its core, an operating business wrapped in real estate.
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White papersWhat investors still get wrong about European retail parks
There are estimated to be more than 5,000 institutional-grade retail parks across Europe, representing an investible universe approaching €100 billion. By any measure, this is a significant real estate sector.
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White papersRiding the wave up with European levered debt
The bottom of the cycle, when capital values have rebased and market recovery is evident, can be the best time to enter the real estate market as an investor. This is particularly the case for direct investors.
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Asset Manager NewsEdmond de Rothschild REIM launches new value-add strategy for European light industrial & logistics and appoints Niek van Genugten as Fund Manager
The strategy will target light industrial assets, which offer a yield premium over big-box logistics while benefiting from structurally constrained supply and greater reversion potential. The core principle is to generate alpha through active asset management delivered by local teams across strong European markets.
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White papersMacro brief: AI in Europe Part 2 – Comparing capex and strategy
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
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White papersThe ECB raises policy rates
“The ECB opens a period of central bank meetings. The balance is shifting further towards the risk that inflation proves more persistent than expected, given the recent rise in energy prices amid geopolitical tensions.”
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BlogA warming planet hits our economy harder than a blocked strait
Tensions around the Strait of Hormuz dominate headlines, particularly the economic impact. European Commission (EC) analysis forecasts oil and gas prices will still be 20% higher by the end of 2027.
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PodcastEuro short-duration bonds: Potential for stability and steady income
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. The deep and liquid short-duration Euro fixed income market accounts for about one-third of the Euro investment-grade universe, or approximately €1 trillion in nominal value.
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White papersFrance’s fiscal policy in focus
We expect France’s GDP to grow by 0.6% in 2026 and around 1.0% in 2027, in line with Eurozone growth. While higher inflation and elevated policy uncertainty, both domestic and external, are likely to weigh on demand in 2026, the economy should retain some underlying resilience, helped by a gradual recovery in private domestic demand, particularly household consumption and business investment moving into 2027.
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White papersIran conflict: Diversification at play
“Diversification and selectivity could help navigate a period of increasing scrutiny over policymakers’ credibility and the sustainability of earnings in the AI ecosystem”
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PodcastNordic high-yield bonds can offer diversification, lower duration and limited volatility
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset Management, that the Nordic region is politically, socially and economically stable – a big positive for industries and companies.
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InsightInstitutional investors increase impact allocation
The Netherlands Advisory Board on Impact Investing (NAB) is raising the bar. With a bold yet voluntary goal, Dutch institutional investors are being called upon to dedicate at least 10% of their assets under management to impact investments.
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Asset Manager NewsSosteneo signs agreement to acquire a wind repowering portfolio in Germany
The transaction marks its entry into the German market and Fund II’s inaugural investment
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White papersPrivate credit’s overlooked opportunity: the case for non-sponsored direct lending
Sponsored, direct lending continues to dominate the European private credit market representing approximately 80% of the region’s debt market. The growth of European direct lending is continuing apace with almost €100 billion raised over the last 2 years and total AUM now estimated at roughly €450 billion.
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White papersTwin-tracks persist in 2026 vote season
US regulatory changes led to proposals being withdrawn, negotiated, or excluded rather than going to a vote, sustaining the low volumes seen in 2025. But in Europe, investor focus remained on climate and board composition. By Dana Barnes and Elissa El Moufti.
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White papersPowering a more sustainable future: How renewables can advance the UN SDGs
We are pleased to share with you our Powering a more sustainable future: How renewables can advance the UN SDGs report. The report focuses on IFM’s infrastructure investments in the renewables and renewable natural gas (RNG) sectors and the role these companies play in contributing to certain United Nations Sustainable Development Goals (SDGs).
