All Europe articles – Page 11
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White papersGrowing 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 NewsCharles 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 papersThe Winds of Change: A Closer Look at European Renewable Energy Financing
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Giulia Noli, Director in EMEA Infrastructure, to discuss the current environment for lending to European renewable energy projects.
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White papersCatella 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 papersCatella 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 papersCross 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 papersEuropean 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 papersECB’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 papersA 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 papersSchroders 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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Asset Manager NewsRedevco and former redos founder Oliver Herrmann launch Redevco Capital Partners to target European special situations real estate opportunities
Redevco, and Oliver Herrmann, founder of German large-scale retail specialist redos, launch Redevco Capital Partners, targeting special situations real estate opportunities across Europe.
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White papersEuropean Hotel Sector: Choosing the optimal operating structure and partner
The profitable outcome of a hotel investment depends on many factors. Macroeconomics, market, and location determine value potential; demand-driven transformation determines realisation of that potential. But even the best-laid plans are dependent on the operating structure and partner to help manage risk and look for return opportunities.
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White papersBroaden 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 papersReal Estate Outlook – Switzerland, Edition 1H24
User markets support Swiss real estate values
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White papersEuropean Hotel Sector: Creating value through transformation
The first step in a value-added investment strategy is finding undervalued or illiquid hotels with good micro locations in attractive markets.
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White papersSector 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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White papersEuropean Residential: Finding A New Balance
Prime European residential markets show solid occupancy fundamentals and stabilising investment yields. This is despite the 2022-23 upward shift in interest rates and associated decline in lending. Student housing has also remained a key alternative sub-sector. The long-standing shortage of housing has further Intensified as higher mortgage rates and ...
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PodcastEuropean 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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White papersThe Case for U.S. & EU Industrial Real Estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway, accelerated during the pandemic.
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PodcastThe 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.
