All Europe articles – Page 14
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White papersEuropean Hotel Sector: Identifying opportunities for value creation
A combination of strong fundamentals and pockets of distress presents unique opportunities for investment in the European hotel sector. (Explore the investment case in detail in our first paper in this series.)
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Asset Manager NewsActis-Led Consortium Acquires Telecom Tower Portfolio In Western Balkans
An Actis-led consortium has acquired the macro tower portfolio of Telekom Srbija, a leading telecommunications operator in the CEE region, across Serbia, Bosnia & Herzegovina and Montenegro.
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White papersBrave New World: 2024 European Insurance Outlook
Insurers likely face a very different investment regime today than they have in the past, with higher and more volatile interest rates as well as structurally higher inflation. We think this will intensify the focus on strategic asset allocation. We offer three themes for insurance investors as 2024 gets under way.
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White papersEuropean structured credit review and outlook: From strength to strength
Structured Credit, and the European ABS market in particular, performed strongly during 2023, aided by attractive valuations, robust underlying collateral performance – despite higher borrowing costs for consumers and corporates – and significant income generation, attributes which have only become more compelling given the uncertain economic outlook.
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White papersEurope’s Retail Renaissance
Europe retail reboots: location, adaptation, & integrated models unlock value. Dive into the post-pandemic boom.
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White papersAffordable rents: how do we assess the European market?
What does ‘affordable’ housing really mean? Read more about our analysis
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White papersWill Hawks Still Rule the Roost at Europe’s Central Banks?
As European inflation rates converge with targets, markets expect rate cuts. But central banks are set on a decisive victory over inflation.
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White papersEurope: time for fiscal consolidation
The public finances of Eurozone countries began to improve in 2023 and fiscal consolidation will intensify in most Eurozone countries during 2024. Still, fiscal vulnerability – particularly for the most heavily-indebted countries – will rise over time, leading to a higher probability that public debt will not stabilise. The aim of the new fiscal rules is to ensure the longterm sustainability of public finances, but funding for the green transition could suffer.
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White papersPrivate Markets: Enhancing your portfolio
Private markets, which include unlisted investments in real estate, infrastructure, private credit and private equity can be accessed through a wide range of strategies, solutions and assets.
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People NewsRedevco Appoints Sasha Silver as Head of Global Client Group
Redevco, one of Europe’s largest privately-owned urban real estate managers, has appointed Sasha Silver as Head of Global Client Group, where she will be responsible for the company’s client relations and capital raising. Silver will join Redevco’s executive management team and strengthen its focus on expanding the company’s client offering and strategic relationships.
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White papersGRE Real Estate Bulletin - 2023 Q4
Market conditions are gradually improving but remain puzzling
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Asset Manager NewsInvesco Real Estate sells Bondorf logistics hub to German retail leader REWE Group
Invesco Real Estate, the US$89bn global real estate investment business of Invesco Ltd. (NYSE: IVZ), has sold its Bondorf logistics asset in southwest Germany, in Baden-Wuerttemberg to one of the facility’s current tenants, REWE Group, one of the leading food retailers in Germany. The sale was completed in an off-market transaction on behalf of one of Invesco’s flagship European strategies.
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VideoEuropean High Yield: Can the Winning Streak Continue?
Craig Abouchar, Managing Director, European High Yield, discusses the key factors that have made European high yield bonds compelling this year—and explores the outlook for the asset class against an uncertain macroeconomic backdrop.
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White papersEuropean leveraged loans outlook: Embracing the unknown
Despite another challenging year for financial markets, European leveraged loans bucked the trend generating healthy double-digit returns. Here, we explore some of the key drivers behind the defensive nature of the loan universe and ask: through the many unknowns on the horizon, could European loans provide solace for investors in the year ahead?
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White papersElectric vehicles in the fast lane: Who wins this race?
Walking the showroom floor of Germany’s international auto show used to be a time to admire the latest and greatest gas-powered Mercedes-Benz, Volkswagen or even a Bentley. Not so much this year. One can sense the electric vehicle future coming.
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White papersEuropean real estate market commentary: January 2024
The Eurozone’s economic momentum remains weak, with declining GDP and recessionary levels of activity. However, the real estate market shows resilience in certain sectors. Oliver Kummerfeldt, Head of European Real Estate Research, explains how the Eurozone economy is expected to gradually pick up in 2024.
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White papersResilient private credit fills a growing need across U.S. and Europe
The U.S. and European private credit markets have been a significant success story of asset management for the last decade.
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Asset Manager NewsPATRIZIA strengthens European logistics platform with EUR 50 million investment in Italian industrial portfolio
PATRIZIA has acquired a portfolio of two urban logistics assets in Italy’s established industrial submarkets outside Rome and Bologna
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White papersECB on hold supportive for Euro credit markets and govies
Key takeaways from the European Central Bank’s meeting
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White papersFed and ECB: towards rate cuts in 2024
”Markets expect Central Banks to cut rates in early 2024. This is too optimistic, but falling inflation is good news for investors.”
