All Europe articles – Page 11
-
White papersEuro high-yield – There is more to come!
Over the last two years, the euro high-yield segment has performed well, with relatively low volatility. It has shown resilience to both external shocks and negative idiosyncratic events within the high-yield universe. We think this demonstrates that the segment is now more mature and of better intrinsic quality than a few years back.
-
White papersKeeping pace with evolving markets
LaSalle’s David White and Craig Oram provide insights on navigating the evolving real estate debt markets in the US and Europe.
-
White papersLong-Term Equity: A Winner for Insurers?
Lower capital charges on a broader array of long-term equity investments could encourage insurers to reshape their asset allocations.
-
Asset Manager NewsGARBE PYRAMID-MAP: Europe’s Logistics Real Estate Investment Markets Indicate Trend Reversal
The European logistics real estate investment market appears to be recovering: For the first time since the second quarter of 2022, the average prime net initial yield rates are in decline. Growing investor interest has been reported specifically from the Benelux countries, Spain and some eastern European markets such as Poland and Romania.
-
White papersNo metals, no transition
Why investors should not overlook the critical metals value chain, a key enabler of the energy transition
-
White papers2025 European hotel market outlook
European hotels has been one of the most resilient sectors over the last two years, and we believe it will continue to present a compelling investment case, amid strong fundamentals, widening supply-demand imbalance, and a positive long-term tourism outlook. European hotels represent one of our preferred choices for 2025 alongside global data centers, logistics, and residential sectors.
-
White papersWhy we’re banking on Europe’s value revival
In 2024, European value stocks outperformed the broader market, driven by resilient banks despite political risks and rate cuts. We believe the substantial valuation discount relative to US stocks offers a unique opportunity for value investors, highlighting Europe’s compelling case for substantial returns in a dynamic market.
-
White papersRelative value in private markets: Positive but selective
Using proprietary data, our private markets research team compares risk and return across sectors.
-
White papersEuropean real estate market commentary: January 2025
Despite economic sentiment deteriorating in the closing months of 2024, real estate occupier markets remain robust and pricing is stabilising with first signs of selective yield compression, supporting our view of a cyclical buying opportunity in key markets and segments.
-
Asset Manager NewsL&G NTR Clean Power Fund acquires 115MW Irish solar project
The project secures further geographic diversification for the Fund and marks its eighth acquisition
-
White papersKey takeaways from COP29
The dust has settled on the climate negotiations. The Conference of the Parties to the UN Framework Convention on Climate Change (COP29) took place in Baku, Azerbaijan in November. The UN negotiations focused on climate finance goals and carbon markets. The negotiations overran, and the final outcome has been seen by many as an important and modest step forward, and a contentious compromise.
-
White papersCore real estate: 5 big reasons why it’s back
We found five reasons for calling a turning point in the fortunes of an asset that sits at the heart of many property portfolios. What do you think?
-
White papersDecarbonising buildings lags amid discrepancy between SFDR and EU Taxonomy
Decarbonising buildings plays a critical role in achieving the EU’s goal of climate neutrality by 2050. Hence, the EU’s ambition to have the region’s building stock fully decarbonised by mid-century and reduce the sector’s greenhouse gas emissions by at least 60% by 2030. However, the absence of unified regulatory standards is restraining the potential for investors to get involved, writes Nicolas Toupin.
-
Asset Manager NewsInvesco Real Estate caps record 2024 for logistics deals with forward development of Grade A site in Piedmont
Invesco Real Estate, the EUR 80bn global real estate investment business of Invesco Ltd. (NYSE: IVZ), has forward funded the development of a Grade A 25,000 sqm cold storage logistics facility in the Piedmont region of Italy on behalf of a long-standing German separate account mandate.
-
White papersLDI 2025: A roadmap for European asset owners
The evolving market dynamics of 2025 are set to redefine the landscape for insurance portfolios, with diverging monetary policies, rising geopolitical risks, and the increasing importance of energy transition risk at the forefront. In this outlook, Generali Asset Management’s LDI investment team explores strategic approaches to address these challenges, from optimizing duration and spread management under Solvency II to leveraging private assets for enhanced yields and stability.
-
Asset Manager NewsInvesco Real Estate Europe Fund III and Simten launch new platform ‘Original Works’ and exchange contracts for first London office development project
Invesco Real Estate, the USD 85bn global real estate investment business of Invesco Ltd. (NYSE: IVZ), and Simten, the London based developer of healthy and sustainable buildings, today announce that they are creating a new platform to combine their expertise in both real estate investment management and development.
-
White papersEuropean leveraged loans outlook 2025: The recovery continues
As we enter 2025, optimism surrounding the European leveraged loans market builds despite the geopolitical backdrop remaining unpredictable. This outlook reviews the factors that defined the European loans market in 2024 and discusses the key drivers likely to impact it over the next 12 months.
-
Asset Manager NewsASR Dutch Mobility Office Fund Focuses Strategy exclusively on G5 Cities in the Netherlands
The fund sells one office in Zwolle and two offices in ‘s-Hertogenbosch. The ASR Dutch Mobility Office Fund sold three offices from its portfolio last year: Schellepoort in Zwolle and the offices Pavillon and Semaphore in ‘s-Hertogenbosch. This aligns with the fund’s refined strategy to focus on offices near major intercity stations exclusively in the G5 cities of the Netherlands: Amsterdam, Rotterdam, The Hague, Utrecht, and Eindhoven.
-
Video2025 Outlook for European Fixed Income: From Uncertainty to Opportunity
In 2024, we had a lot of election risk driving market volatility, and as we enter 2025, we still have a lot of political uncertainty in the form of French and German politics, as well as uncertainty from outside of Europe in the form of tariffs.
-
White papersEuropean Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
