All Europe articles – Page 13
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White papers
A paradigm shift for European debt
Private debt funds are filling the gap left by bank retrenchment, says Sandrine Richard, Head of private debt at Generali Investments Partners
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White papers
In-house expertise and the right investment strategy make the difference in financing fiber
Fiber optic cable networks are fast becoming an important asset class and the successful partnership between Primevest Capital Partners (Primevest CP) and Germany’s Hamburg Commercial Bank (HCOB) highlights how a distinctive approach to investing is bringing super-fast internet into even more homes.
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ECB: Not Pausing―Yet
The ECB’s May rate hike was all about avoiding surprises and distinguishing itself from the Fed’s dovish message the day before. With inflation still high, the ECB “is not pausing.”
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White papers
What is an ELTIF?
The European Long-Term Investment Fund aims to boost and sustain growth in Europe. But what is an ELTIF, and how does it work in practice?
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Blog
The US Inflation Reduction Act: Europe’s response
In the second part of our blog series on the Inflation Reduction Act, EU leaders have outlined a package of subsidies to rival the act. Will it be enough to prevent investment flows diverting to a subsidy-rich US?
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White papers
Sustainability watch: plant-based nylon, melting ice sheets and green hydrogen
Our selection of sustainability news from April includes landmark regulations and targets set across Europe, as well as examples of companies using alternative raw materials and forming sustainability partnerships.
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White papers
Bond Investors May Find Most Rate Pivot Potential in UK, EU
As consumers suffer the biggest inflation hit in 50 years, bond investors must anticipate how quickly prices will stabilize, when interest rates will fall and which fixed-income markets can provide the best pay-offs.
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The real estate industry is going digital − serious challenges must be mastered
The real estate business is in a constant state of change.
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Retail warehouse parks shine in Europe’s burgeoning retail recovery
European retail real estate investment is bouncing back in tandem with the postpandemic surge in consumer spending in stores.
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Private assets’ role in a diversified portfolio
Private assets are an increasingly important source of returns and diversification. Shaniel Ramjee, senior investment manager, Multi Asset, takes us through the opportunities private markets offer, as well as the risks they pose.
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White papers
The sweetspot in European direct lending
When it comes to European direct lending, we believe that small is beautiful. Here is why.
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Commercial real estate: The case for net lease and sale-leasebacks in Europe
In this challenging environment, Clarion Partners believes that defensive real estate strategies such as net lease and sale-leasebacks can provide an attractive opportunity for CRE investors.
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White papers
Primonial Reim Germany Perspectives
The issue of energy shortages has (for the time being) disappeared from the public debate, and the bottlenecks in global supply chains, especially between China and Europe, have largely been resolved.
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White papers
2023 Mid-Year European Outlook: Light at the end of the tunnel
In spring 2023, just when European markets had come to grips with the multiple central bank rate hikes, attention shifted to commercial banks as they raised investor concerns on the back of recent US and Swiss bank failures.
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High yield: charting a steady course through roiling seas
Banking stresses have added volatility to markets already coping with rising rates and recession fears. Still, with corporate fundamentals sound, high yield investors and issuers are more cautious than fearful.
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White papers
Why the Good Friday Agreement is Even More Important Than You Think
There are also important economic and investment implications from the continued peace in Northern Ireland.
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White papers
Is Europe Facing Another Banking Crisis?
Investors in European bank shares have been rattled by recent turmoil in the sector. But many banks are in much better shape than widely perceived, and the sector is subject to much tighter regulation than in the US. Select financial stocks should be able to weather the storm and perform well over time.
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White papers
The value of nuance in Europe’s diverse living sector
Europe’s residential market is in transition, driving increased demand for alternative living solutions at each stage of the living cycle. A spectrum of countries and subsectors requires a granular approach.
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White papers
It’s time to take a chance on Europe
For the Sustainable Europe team, strategies that only follow the market rarely outperform the market. With such unjustified pessimism on the region from investors, we think it’s time to take a chance on Europe.