All Europe articles – Page 10
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White papersWalls of worry: Europe’s stumble toward debt mutualization
The prospect of greater fiscal union in Europe is a highly contentious subject. In light of recent geopolitical events and the current zeitgeist, Jonathan Gregory considers the likelihood and the practicalities of what various forms of debt mutualization would entail and how they might come about.
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White papersStructural shifts in Europe’s credit ecosystem
With Europe standing at a critical juncture, Zachary Swabe and Jakob von Kalckreuth evaluate its evolving corporate funding markets, with particular consideration to the potential implementation of a capital markets union. They also consider current and future opportunities across high yield, syndicated loans and direct lending.
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White papersEurope’s regulatory balancing act
As economic pressures mount and global competition intensifies, calls for deregulation in Europe have been amplified. Massimiliano Castelli and Lucy Thomas argue that policymakers should focus on regulatory outcomes, and not expect deregulation to be a panacea.
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VideoBuilding the Future: A Snapshot
Through our funds, NTR manages wind, solar and energy storage projects – building sustainable futures in over 66 locations across seven countries in Europe.
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White papersRide the policy noise and shifts
A rewiring of the global economy is forcing investors and policymakers to proceed with caution. Such prudence is justified. There may be superficial parallels with the trade shock delivered by the pandemic, but limited lessons can be drawn from the temporary disruptions that occurred at the start of the decade. Today, the US administration’s approach to commerce, security and international relations is ushering in structural changes that will outlast its tenure.
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White papersThe Pan-European Office Investment Market: Trends and Insights
As the values of prime offices have stabilized after decreases of 10-30 % since the peak in 20221, office values became attractive. At Edmond de Rothschild Real Estate Investment Management, we observe three main trends:
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White papersThe Appeal Of European Net Lease To Non-European Investors
The global uncertainty created by U.S. tariff policy has unsettled financial markets and has cast a shadow on economic growth prospects. While the situation remains fluid with many moving parts, we believe that a corner of stability may be found in European commercial real estate, which has significantly repriced since market peaks in 2022, and where market fundamentals remain solid and macro–drivers broadly supportive. Defensive, income-oriented strategies – such as European Net Lease – can be especially interesting for non–European investors seeking stability, yield, and geographic diversification. This report sets out the rationale for that conviction.
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People NewsGenerali Investments appoints Matthias Paetzel as new Head of Sales for Germany and Austria
Generali Investments announces the appointment of Matthias Paetzel as Head of Sales for Germany and Austria, effective July 1st, 2025. In this role, Paetzel will be responsible for the German and Austrian markets, with a strong focus on strengthening relationships with institutional and wholesale clients.
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White papersTime for Europe
We are at an inflection point for Europe, signalling a promising medium-term outlook for the region, despite modest growth projections for 2025. Upcoming reforms, structural changes, and anticipated investments are expected to foster economic activity across Europe. The region stands at a pivotal moment, navigating a new defence paradigm and a fiscal push in Germany aimed at addressing the shortcomings identified in Draghi’s report.
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White papersJune ECB meeting: In a good place to assess the risks
The ECB signaled a cautious, data-driven approach after its June meeting, balancing its first rate cut with ongoing uncertainty around inflation and geopolitical risks. Future policy moves remain flexible as the economic outlook evolves.
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White papersBroad-based Logistics Demand Offers Resilience Against Tariffs
Despite the most recent reductions and pauses, tariffs triggered a spike in trade policy uncertainty. This is expected to push up supply chain pressures. European logistics occupiers are likely to further deepen their operational focus from just-in-time to just-in-case to ensure continuity. This might trigger a higher demand for logistics space.
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White papersClass Act: Redefining Student Living in Europe - Trends indicate that a new era in student housing could be taking shape in Europe.
In the recent paper Global Living Reimagined, Hines Research identified a specific opportunity emerging in the student housing market in Europe. Indeed, growth in the European privately developed, owned, and managed student housing sector (also known as Purpose-Built Student Accommodation or PBSA) over the last decade has been notable, expanding from 1.9% of total European investment activity in 2019 to 5.3% as of Q3 2024.
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VideoBuilt to Serve the Unique Needs of Insurance Companies
Barings, a subsidiary of MassMutual, is built to serve the unique needs of insurance companies. Our team of specialists develops customized solutions, leveraging the firm’s deep insurance experience across public and private asset classes.
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White papersLiberation or Aberration: What’s Shaping the Value-Add Opportunity in European Real Estate?
Uncertainties remain on the horizon—but this is extending an already attractive value-add opportunity to invest at the start of a new property cycle.
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White papersEuropean Real Estate: Shelter Amid ‘Tariff-fying’ Times?
U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver a growth boost to the bloc in 2026 and beyond.
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White papersUS rating slides, spending rises
“As US debt and fiscal deficits rise, leading to higher volatility in government bonds, investors should favour a global approach and explore opportunities in European bonds.”
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White papersThe ECB’s road ahead: navigating the certain uncertainties
Europe’s economic backdrop is brimming with competing dynamics that have made the ECB’s principal mandate for ‘price stability’ more challenging than ever.
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White papersEuropean equities: resilience amid global trade tariff turmoil
At the beginning of 2025 we were “all in” for markets. But the bond market bear steepening was a dangerous signal. The meaning became clear: the dollar, which typically benefits from disruptions to global trade, has fallen and the US equity market, usually more insulated from trade shocks than Europe, has underperformed.
