All Europe articles – Page 10
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White papersWorking backwards: Dealing with unprecedented policy uncertainty
A reader waking up from a quarter-long slumber on April 1, 2025 would be forgiven for confusing the headlines for an April Fools’ Day prank.
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White papersIf you want peace: How European real estate investors can respond to new geopolitical realities
In December 2024, we wrote, that “if regional procurement increases, European defense contractors will likely need to expand their manufacturing capabilities, which may include a larger real estate footprint.”
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White papersEurope in focus amidst fiscal boost
“President Trump’s approach to trade and global alliances may be a wake up call for Europe. The region is signalling a clear and a historical shift, which will require target measures to boost growth efficiently.”
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White papersEmpowering transformation in Europe
Europe is facing major economic and security challenges. The European Commission (EC) has started translating the Draghi report’s recommendations into effective proposals.
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White papersCapital Market Assumptions 2025
A more favourable growth outlook for the next decade compared to last year’s assumptions, albeit with greater uncertainty regarding inflation which is set to remain slightly above central bank targets, results in higher expected returns across the spectrum of asset classes covered. Expectations have been revised upwards for regional equity markets and private assets in particular, with Private Equity, Infrastructure, and European equities showing the strongest improvements.
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People NewsRedevco Appoints Simon Marx as Head of Research
Redevco, one of Europe’s largest privately owned real estate managers, is pleased to announce the appointment of Simon Marx as Head of Research, effective 1 April 2025. Simon will be based in Redevco’s London office and will report directly to Veronica Gallo-Alvarez, Head of Investment Management.
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White papersEuropean Residential Returns to Focus on Current Income and Rental Growth
Despite lower mortgage rates and a recovery in lending volumes over the last year, affordability for homeowners is projected to remain challenging as 2025-29 house prices are forecast to increase by 3.5% p.a. in both the Eurozone and the UK.
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Research ReportPrivate Insights #7 - Europe Logistics: Resilient Performance with a Promising Outlook
“The European logistics market has performed resiliently despite political and economic uncertainty, with structural trends and a recovering economy supporting the growing demand for modern warehouse space. With rate cuts, easing inflation and an improvement in price clarity, the market has also seen greater capital inflows. Mapletree endeavours to strengthen our foothold in this region to bring value to our investors.” - Ralph van der Beek, Chief Executive Officer, Commercial and Logistics, Europe
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White papersCorporate Hybrids: What Are They?
A short introduction to a unique and fast-growing asset class.
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WebinarTime for Europe: Unlocking Europe’s Investment Potential
Register now: Tuesday 8th April, 2025 - 09:00am BST | 10:00am CEST
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White papersGermany’s fiscal shift: A boost to Europe, but U.S. edge remains
Germany’s bold fiscal expansion has sparked optimism around Europe’s growth prospects and challenged the narrative of U.S. market dominance. Yet, structural constraints across the broader EU and renewed U.S. innovation leadership suggest America’s edge remains intact. While European momentum is building, U.S. exceptionalism continues to stand on stronger, more resilient ground.
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White papersNavigating climate risk: Solvency II revision, stress tests and strategic adaptation
A critical challenge: climate change represents a major challenge for insurers, driven by the increasing frequency of natural disasters and the need to manage risks associated with the transition to a low-carbon economy.
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White papers7 reasons why U.S. exceptionalism is only being challenged, not overtaken, by Europe
Europe’s recent market outperformance reflects a shift from tactical value plays to more fundamental drivers, led by Germany’s fiscal pivot. However, structural challenges, limited fiscal headroom, and rising external risks—like U.S. tariffs and a potential U.S. slowdown—suggest that European momentum may prove fragile. Despite Europe’s progress, U.S. exceptionalism in innovation, deregulation, and long-term growth remains firmly in place.
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White papersA new era? From US exceptionalism to exceptional European value opportunities
After years of being overshadowed, European equities have outperformed their US counterparts this year. As US exceptionalism appears to be waning, investor confidence towards Europe has become more positive. We ask whether this shift could signal the start of a new era for Europe’s stockmarkets.
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White papersCentral and Eastern Europe: long-term growth driver for the entire EU area
In the 2000s, Eastern Europe was a successful region of Emerging Markets. A kind of gold rush attracted many investors to these markets. The region was hit hard by the financial crisis of 2008, but the investment story was not yet written off. It was only political changes, such as the Caucasus war of 2008, the annexation of Crimea in 2014 and, ultimately, the war in Ukraine in 2022, that made this region almost uninvestable for many investors.
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White papersEpochal Shift Sparks a Spike in German Bund Yields
In early March, exceptional market movements were observed as German 10-year Bund yields marked the largest weekly increase since the 1990s. This rare event coincided with Germany’s significant fiscal shift, including proposals for infrastructure fund and reforms to the debt brake. These measures, alongside geopolitical uncertainties and Europe’s response to the manufacturing crisis, have reshaped economic prospects. For investors, the rise in yields and widening credit spreads present compelling opportunities to extend duration and capitalize on attractive market conditions.
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White papersUnlocking the potential of European Leveraged Loans
We believe that in 2025 the European leveraged loan market will broaden its appeal to investors as a significant asset class to consider. While it has been well established in the US, it has grown significantly in recent years in Europe, with its market size currently close to that of the European high yield bond market.
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PodcastTalking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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White papersAdapting to economic trends in real estate
IREI article – A closer look at the European real estate market and the 5 Ds: debt, deglobalization, demographics, decarbonization, and digitalization
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White papersCan European Equities Regain Footing amid Global Adversity?
European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.
