All Europe articles – Page 14
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White papersWhat’s next for France
The French fiscal situation deteriorated post-Covid. Public debt as a percentage of GDP now surpasses levels in the Euro Area, including Germany and Spain, even if it remains lower than the ratio in the US (which exceeds 120%).
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White papersEurope Real Estate Outlook – Edition December 2024: Who dares wins
Around six months ago, in our last publication, we wrote about the start of a new investment cycle in Europe. We highlighted the improvement in inflation and interest rates, in resilient purchasing manager indices (PMIs), especially for services, and how investors should act as athletes before the race begins: “train hard, win easy.” Prepare and get outsized returns.
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White papersRenewables and grids: The dynamic duo powering growth for European utilities
Energy transition-related goals and timelines are being recalibrated, but for investors who can take the long view there remains a rich opportunity set.
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White papersGlobal Retail Attractiveness Index: New high in European retail markets
The positive trend in European retail markets is becoming more entrenched. In the third quarter of 2024, the Global Retail Attractiveness Index (GRAI) for Europe stood at 114 points, 1 point higher than in the previous year (Q3 2023: 113 points). In eight of the European markets covered by the Union Investment and GfK retail index, the index showed moderate to strong gains.
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White papersPraemia REIM gears up for new cycle
Praemia REIM, formerly known as Primonial REIM, is sharpening its focus as it enters a new phase in the real estate market. As a European leader in healthcare real estate—the cornerstone of its strategy—the firm is doubling down on social infrastructure while seeking new opportunities. As the market shifts, Praemia REIM is exploring growth areas beyond its traditional strongholds, including potential expansion into the UK and Central Europe, and diversifying into emerging asset classes such as real estate debt focused on green infrastructure.
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White papersTrumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
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White papersTrumponomics and European real estate
The incoming US administration isn’t all bad news for Europe’s real estate investors
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White papersCentral and Eastern Europe (CEE): Back on the EM Radar
Higher Funding Needs Due to Elevated Post-Pandemic Fiscal Imbalances.
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White papersEuropean logistics: An evolving landscape
A detailed look at the logistics market in Europe and its remarkable transformation over the last decade
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Asset Manager NewsPartners Group acquires BLUESEA Hotels, a leading hospitality platform in Spain
Partners Group, one of the largest firms in the global private markets industry, acting on behalf of its clients, has acquired a majority stake in BLUESEA Hotels (“BLUESEA” or “the Company”), a hospitality platform in Spain, in partnership with Portobello Capital, a leading independent mid-market private equity firm.
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White papersEuropean reform must wait as the US continues to advance
Europe, struggling with competitiveness, needs to cut interest rates faster – but even that may not be enough.
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Asset Manager NewsGARBE Industrial Real Estate Expands in Romania
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading providers and managers of logistics, light industrial and technology real estate in Germany and Europe, just set up a new company in Romania. Under the leadership of CEE Managing Director Martin Polák and Country Head Andrei Jerca, GARBE Industrial Real Estate Romania will expand its activities in this market and implement its own property developments.
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White papersTop 10 with… Interview with our experts on life sciences
With a strong long-term growth potential and a distinct social angle, the life sciences sector is developing at a fast pace. Forward-thinking investors are looking for ways to enter this growing niche sector. But access is selective, and industry expertise isn’t enough to be successful. What does it take?
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White papersEuropean Sale-Leaseback: A Timely, Strategic Opportunity in Europe
This paper, the third in our series, explores why European Sale and Leaseback (SLB) investments are especially compelling at this point in the economic cycle. With appealing day-one income yields, a strong deal pipeline, and a favourable macroeconomic environment, we believe European SLBs offer an attractive opportunity for investors.
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White papersEuropean real estate market commentary: November 2024
An increasing number of repriced opportunities are now coming to market, supported by an imbalance of supply versus demand and strong operating fundamentals.
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White papersEuropean real estate market commentary: November 2024
An increasing number of repriced opportunities are now coming to market, supported by an imbalance of supply versus demand and strong operating fundamentals.
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White papersInfrastructure debt: Capturing the mainstream
Jerome Neyroud, head of infrastructure debt investments at Schroders Capital, on why infrastructure debt is no longer niche, the appeal of the asset class and the sectors poised to drive future demand.
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White papersInvesting in the future: The power of microfinance
Private credit can be a powerful tool in promoting economic growth and fostering prosperity in the world, while providing investors with income potential over a fixed term. Set up in 2005, the European Fund for Southeast Europe (EFSE), seeks to make a positive impact on society by providing finance to underserved geographies. The fund helps support businesses and individuals on revenue generation, improving living conditions, and creating employment.
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White papersFinancing Europe’s push for energy security
Federated Hermes was part of a lending consortium involved in a more than US$1bn loan facility signed with a European oil and gas group to finance drilling in Danish waters.
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White papersStewardship case study: AstraZeneca
EOS identified robust succession planning for both the CEO and the chair as integral to the achievement of a long-term strategy.
