All Europe articles – Page 14
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White papers
Software to power the EV revolution
The EV revolution is well underway. Passenger EVs now account for 9% of all vehicles sold globally and in major markets such as Germany and the UK, EV penetration is 26% and 21% respectively. For the carbon conscious, this is good news. And for investors, some opportunities are clear e.g. power grid upgrades, renewables, charging point infrastructure. However, at Igneo Infrastructure Partners, we look at the less obvious opportunities also.
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White papers
German Office Report
The macroeconomic environment could hardly be more challenging at present. The war in Ukraine has now been going on for a year and the inflation rate has also risen to around 8% in 2022, the highest level in over 40 years.
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European Private Loans Benefit from Credit Crunch
With Europe’s public debt markets tightening as its corporate borrowers seek to refinance, private lenders sense an opportunity.
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White papers
Interest rates do not need to rise much further in Europe
Paul Doyle, Head of Large Cap European Equities, looks at the green shoots in Europe, despite ongoing higher inflation and mixed signals on the strength of the economy
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Asset Manager News
GARBE Industrial Real Estate Continues to Expand in Europe and Benefits from Sustained Demand for Space
GARBE Industrial Real Estate (GARBE), one of the leading specialists for logistics and industrial properties in Germany and elsewhere in Europe, is moving ahead with its Europe-wide expansion, benefiting from the persistently strong demand for logistics space.
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White papers
Is 2023 the year of value-add?
These are, it has to be said, dramatic times. No sooner than most of the world was starting to emerge from the long shadow of the COVID-19 pandemic, it was confronted with another crisis.
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What’s in Store for European Insurance Investors in 2023?
European insurance investors enter 2023 in healthy shape but face a less-than-stellar macro environment and regulatory change. It will take selectivity and flexibility to tap opportunities.
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White papers
Macroeconomics, Geopolitics, and Strategy - March 2023
Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising. This has led to market optimism with regard to asset prices.
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European equities are favoured in a fragile earnings outlook
“The greater resilience of profits enabled the European market to remain cheaper than the US one.”
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White papers
Ukraine: one year on but no end in sight
After 12 months of fighting further action is needed from the west to prevent a balance-of-payments crisis and to support the reconstruction costs faced by Ukraine
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Asset Manager News
Primevest Capital Partners closes third deal in Spain with residential development acquisition in Albacete for German pension fund
Pan-European investment manager Primevest Capital Partners (Primevest CP) has acquired an 8,755 m² residential development in the city centre of Albacete, about 200 km southeast of Madrid, for approx. €21 million on behalf of a German pension fund. The six-storey property, comprising 127 rental apartments, was purchased from developer Grupo Albaluz, part of Tracia Ventures y Moreno Brothers Capital.
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New data hints rate hiking is far from over
Plans for the European Central Bank (ECB) to continue to hike interest rates gain momentum following better-than-expected economic data releases.
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IPM – Edition March 2023
2023 started with optimism for private markets. The eurozone allayed fears and grew slightly in 4Q22, while the US economy maintained a good pace of expansion. Warm weather curbed energy use in Europe and natural gas tanks remained close to full.
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Podcast
Episode 5 | Mitesh Pabari and Hamza Azeem - Perspectives on Europe When the Game Board Keeps Changing
Energy, Inflation and Interest Rates: Mitesh and Hamza navigate the geopolitical landscape impacting investing in EMEA and abroad.
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White papers
Stagflation Haze
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
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Podcast
The Investment Podcast: European High Yield – changing perceptions
To what extent do European High Yield markets represent good value at the moment and is now an attractive entry point?
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White papers
Renewable energy returns – where next for investors?
As the macroeconomic environment shifts from one of low to higher interest rates, Marija Simpraga assesses how this may affect returns for investors in renewable energy projects.
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Time For A Fresh Look At Money Markets
There is good news for investors wishing to park their cash short term before deploying capital for the longer term. As central banks raise rates, so yields in money markets are rising, with the likelihood of further rises to come.