All Europe articles – Page 3
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White papersPivot to Europe: (re)positioning along the new Fixed Income routes
Year to date, European fixed income has delivered broadly positive performance, albeit with pronounced dispersion by sector, curve, rating and country. Active asset allocation and security selection have benefited from divergences across European fixed income markets.
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White papersActive ETFs: Expanding choice with active management
Assessing how active ETFs provide flexible, transparent tools for navigating today’s more complex markets
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White papersEurope CRE deal volume down in 3Q, but green shoots emerge
Despite a contraction in CRE deal volume in 3Q, the article notes emerging “green shoots” of recovery, suggesting that selective activity and improving market sentiment may signal a nascent rebound in European CRE markets.
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White papersEurope’s AI challenges and opportunities
While Europe registers strength in AI research and patents, its limited funding, regulatory burden and energy-infrastructure constraints hinder the commercial scaling of AI — putting its markets at a disadvantage versus U.S. peers, though selective opportunities remain in sectors positioned for AI-infrastructure growth.
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PodcastPivot Points: Rediscovering Europe, Japan and Emerging Markets
Amid shifting global market currents, investors are reassessing where the most compelling opportunities lie beyond the US. Shifts in earnings trajectories, valuation dispersion, and evolving policy signals are reshaping the risk-reward across regions and asset classes, prompting a fresh look at how to balance exposures.
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White papersSecuritised Products Reform: Unlocking Value for Insurance Companies
Proposed EU reforms represent a comprehensive overhaul of the securitisation regulations that, if implemented, would reduce regulatory burdens and lower capital requirements.
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White papersInvestment in action: European real estate debt
It’s our view that the current European real estate debt market presents a compelling opportunity for institutional investors.
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White papersInvesting without compromise
Tom Green, Head of Direct Lending at HSBC Asset Management, talks about the importance of discipline in the lending business, the value of exclusive deal flows, and what makes the European mid-market so attractive right now
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White papersUnderstanding Europe’s lag in the AI-led equity landscape
Despite substantial AI research output, Europe’s equities underperform because the region struggles with converting innovation into profitable, scalable AI businesses — structural obstacles like regulation, insufficient funding, and weak infrastructure suppress the growth potential of AI-led companies.
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White papersEurope’s industrial backbone is eroding
Europe’s post-war prosperity was built on steel, chemicals, and autos. But that industrial backbone is now under strain. China’s state-backed industrial strategy has created overcapacity in sectors Europe once led. Coupled with the United States pivot to protectionism the global trading order is changing.
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White papersHome away from home? Europe and APAC living sectors’ appeal amid US uncertainty
Amid economic fluctuations and fraying geopolitical ties, investors are reassessing their reliance on US assets. The unfolding ‘great rotation’ shifts attention toward Europe and Asia-Pacific, where the resilient residential or ‘living’ sectors within the real estate market present appealing returns in uncertain times. With secular tailwinds in housing supply and student mobility, Noura Tan asks, can these markets lead the way toward future growth?
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White papersCan Europe step into Uncle Sam’s shoes?
Europe has always been seen as the little cousin to the US. This year, however, Europe’s profile from an investment perspective has grown as the US’ reputation of a choice of stability and reliability has taken a nose-dive.
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White papersFrench markets in a relief rally
French Prime Minister (PM) Lecornu secured wins in two no-confidence motions in the National Assembly, triggering a rally in French stocks, and paving the way for additional discussions over a draft budget. Markets welcomed the news that the country, for the time being, has avoided snap elections and the political uncertainty has eased.
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White papersFixed income’s next chapter: A Q&A on rate cuts, diverging growth and European opportunities
With solid corporate balance sheets in Europe and room for further rate cuts in the US, conditions appear favourable for fixed income. But with diverging growth stories, and potential shocks such as the ongoing political situation in France, active bond management has never been more important. Salvatore Bruno and Mauro Valle at Generali Asset Management S.p.A. Società di gestione del risparmio (“Generali AM”) share their views on the macro environment and how this translates into bond portfolios.
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White papersFixed Income Investment Outlook: 4Q2025
As global monetary policy continues to moderate while trade and political strains persist, we are seeing decided changes in the fixed income landscape. In our view, U.S. investment grade bonds appear to offer less relative value than issues in Europe and elsewhere that may provide windows to capitalize on price dislocation. At the same time, the all-in yields provided by high yield and other sectors merit consideration despite tight credits spreads, albeit with an eye toward careful security selection.
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White papersEuro credit sectors offer opportunities despite market volatility
Despite facing multiple episodes of volatility in recent years, the euro credit market has demonstrated notable resilience, consistently delivering solid returns to investors.
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White papersThe rise of Green Loans in European real estate debt
While European real estate lending volumes have been relatively subdued in recent years due to a slowdown in transaction activity, green lending has emerged as a notable exception to this trend.
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White papersEuropean infrastructure - Striking the right balance
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen Azoulay, Head of Infrastructure Debt and Paul-Francois Prouvost, Private Assets Investor Relations, review the opportunities in European Infrastructure.
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White papersFrance after Lecornu: What’s next?
PM Lecornu’s resignation follows opposition from both left and right parties regarding the composition of his government, which was announced on Sunday evening. As was the case when the Bayrou government fell, President Macron now has two options
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White papersEurope: A global leader in sustainable investment opportunities
For years Europe has been the indomitable epicentre in the battle against climate change. Thanks to its solid, long-term commitments, today it is an international hive of innovation and investment opportunity – and one which could hugely benefit given that globally annual clean energy investment needs to more than triple by 2030 to $4trn to reach net zero by 2050.
