All Europe articles – Page 28
-
White papersLaSalle’s European Cities Growth Index 2023
Our latest LaSalle European Cities Growth Index (ECGI) ranks European cities with the strongest economic prospects based on data inputs of economic growth, human capital, business risk and – for the first time – extreme heat.
-
PodcastThe Investment Podcast: The state of play in European private credit
Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and economic growth. Consequently, we believe private credit currently offers unusually high potential returns while retaining its traditional defensive characteristics of low duration and security.
-
Asset Manager NewsHarrison Street And Dea Capital To Acquire 430 Build-To-Rent Units In Madrid And Alicante
DeA Capital S.p.A. (“DeA Capital”), a leading independent alternative asset management platform in Italy with a significant pan-European presence, with assets under management of approximately EUR 27.7 billion and Harrison Street, one of the leading investment management firms exclusively focused on alternative real assets with approximately $56 billion in assets under management, today announced that their joint venture will acquire 430 build-to-rent (“BTR”) units across two new assets in Madrid and Alicante, Spain.
-
White papersEuro-denominated short duration – only upside from here?
The ECB is at or near the end of its historic monetary tightening cycle. From this point, we believe investors in euro-denominated short duration debt may well stand to benefit – whatever happens next.
-
White papersThe Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
-
White papersWhy ABS could be an attractive option for European insurers
A fundamental shift in the UK defined benefit (DB) pension market, sparked in September 2022 by the government’s ‘mini budget’, opened the doors to potential opportunities across the balance sheet for insurance companies. Here we explore how European insurers may be in a position to take advantage of the compelling risk adjusted returns on offer in the European ABS market.
-
White papersReal Estate House View - Europe, Second half-year 2023
What does it take to reach a new equilibrium?
-
White papersReal Estate House View - Switzerland, Second half-year 2023
With the rate hike cycle winding down, an end to rising real estate yields is also in sight.
-
Asset Manager NewsRetail Attractiveness Index: Recovery of European retail markets gains breadth
As early as the first quarter of 2023, Union Investment’s Global Retail Attractiveness Index (GRAI) showed tentative signs of recovery in individual European retail markets.
-
White papersEurozone commercial real estate reset creates opportunities for debt investors
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields when acquiring commercial property. Banks have increased their scrutiny and caution, reducing loan-to-value funding ratios. While there is still demand from borrowers, especially for refinancing maturing debt, the amount of debt offered by banks per square metre is lower. We believe this environment presents an attractive opportunity for investors.
-
White papersUnlocking real estate opportunities: Now is an opportune time to invest in private real estate
Paul Guest, Senior Portfolio Manager, talks to Real Estate International Europe on investing in private markets and real estate interview.
-
White papersReal Estate Convictions 2023 - Q2, August 2023: An Asset Manager’s View of the European Real Estate Markets
Although some economies contracted towards the middle of the year, global growth could prove more resilient than predicted over 2023 as a whole.
-
White papersMonthly Research Report - August 2023
Cre Lending Stabilises While Debt Funding Gap Remains
-
Asset Manager NewsPATRIZIA launches EUR 300 million Nordic industrial platform with acquisition of Swedish urban logistics portfolio
PATRIZIA, a leading partner for global real assets, has completed the purchase of a large urban logistics portfolio in Sweden from Alta Fastigheter.
-
White papersHousehold loans – Offering predictable performance, even in tough times
As growth in developed economies slows and higher central bank rates start to bite, investors looking for portfolio diversification and attractive returns could consider a relatively little-known, but high-quality asset class: Household loans. Tonko Gast explains.
-
White papersT(r)ough Times: Have European Property Yields Peaked?
With inflation on the way down, we are likely past peak interest rate anxiety and hopefully close to the trough of the European property market cycle. The Barings Real Estate team discusses what this means for opportunities in real estate.
-
Asset Manager NewsFunding Affordable Homes secures £56 million debt refinancing
Funding Affordable Homes (FAH), a social impact fund which invests in UK affordable housing, has completed a £56 million debt refinancing, reducing its interest payments by more than half.
-
White papersHow renewable energy investments can help manage the risks facing DC members
2022 highlighted several risks for defined contribution pensions (DC), many of which could have been addressed by renewable energy investments. We explain how.
-
White papersDefining sustainable investments in European leveraged finance and CLOs: Part 2
There is a diversity of ESG ratings and scores across the leveraged finance markets, as well as multiple providers. To the consternation of some investors, this is not a regulated activity, and one firm’s methodology can vary from another’s as much as the objectives that it may have set.
-
White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
