All Europe articles – Page 4
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White papersEuropean champions
Walter Scott1 investment manager Alan Edington looks ahead to a big summer of sport and entertainment. One that is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
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White papersBorrowing Costs Come Down While Refinancing Challenges Remain
Eurozone inflation came down faster than expected, pushing 5 year Euro swap rates down more than previously projected. Central banks rate cuts are now expected to be delayed with swap rates forecasted to come out just above 2% by year-end 2025. As a result. Eurozone CRE ...
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White papersFollowing key elections, where is Europe headed?
Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe. He also discusses the upcoming US Presidential election and its potential impact on Europe, as well as the tangible concerns of political risk that investors now face.
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White papersPowering the future: the strategic role of data centres in the AI evolution in Europe
Data centre demand is surging, driven primarily by the rapid evolution of AI technologies. In PIMCO’s view, this represents a significant opportunity for investors in European data centres.
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White papersWhat You Didn’t Know About European Offices
Are European offices broken? We don’t think so. They’re just different.
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Asset Manager NewsOperating expertise essential for delivering core-plus returns in European real estate market
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Americas, recently spoke with Jorge Duarte, fund manager of Hines European Property Partners, a diversified, open-end core-plus real estate fund focused on quality, stabilized assets in European markets with embedded growth potential. Following is an excerpt of that conversation
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Asset Manager NewsEdmond de Rothschild REIM appoints Benoit de la Boulaye as CIO Europe
Edmond de Rothschild Real Estate Investment Management (REIM) announces that it has appointed Benoit de la Boulaye as CIO Europe, effective July 3, 2024. Based in London and reporting to Edmond de Rothschild’s REIM Co-CEO Pierre Jacquot, Benoit de la Boulaye will contribute to the definition of the business’ strategy, and will oversee implementation of existing and new investment funds, mandates and ventures for the real estate investment platform at a pan European level.
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White papersPrivate credit: Europe versus the US
Estimates suggest the private credit market will double in value over the next 5-years. It’s attractions remain as strong as ever: potential inflation protection, diversification, potentially attractive risk-adjusted returns, and volatility reduction. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
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White papersPowering the future: the strategic role of data centres in the AI evolution in Europe
Data centre demand is surging, driven primarily by the rapid evolution of AI technologies. In PIMCO’s view, this represents a significant opportunity for investors in European data centres.
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White papersReal Estate Outlook – Europe, Edition May 2024: A new cycle begins
Inflation has not been beaten yet. We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papersReal Estate Outlook – Europe, Edition May 2024 A new cycle begins
We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papersEuropean real estate: from headwinds to tailwind
After a tough couple of years, European real estate stands out as one of the few asset classes where valuations aren’t sky high. With fundamentals improving, this creates an attractive investment opportunity.
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Asset Manager NewsSlättö acquires two residential portfolios in Finland with total value of EUR 130 million
Funds managed by Slättö have, through two separate transactions, agreed to acquire two residential portfolios in Finland, for a total transaction value of EUR 130 million. The acquisitions are made with Finnish institutional investors as co-investors.
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VideoTalking Markets – US Opportunities
With the US economy in good shape, and earnings growth coming through, how are valuations looking in the US market? Join Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, as he discusses politics, macroeconomics and what could be in store for the future.
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White papersNavigating growth: Real estate trends and opportunities in the European life sciences market
A large part of economic activity takes place within buildings. Therefore, real estate must meet the needs of the real economy as it develops and grows. The life sciences industry and its real estate demand are on the rise, aided by demographics and scientific progress. Thus, real estate focused on meeting the increasing needs of this part of the economy represents an attractive risk-adjusted investment opportunity for value-add and core investors alike.
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White papersReal Estate House View: Europe - First half-year 2024
When is the right time to re-enter the market? Fears of investing whilst values are falling has put significant downwards pressure on investment volumes. Instead, real estate investors have been monitoring government bond yields, seeking stability in the so called ‘risk free rate’ as an indication that property yields have also stabilised. Into 2024, we expect investment activity to pick back up, supporting price discovery. Although the first half-year may only show tentative signs of improvement, by the second we believe activity will regain momentum.
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Asset Manager NewsInfranity (Generali Investments) Breaks Through €10 Billion Mark in Assets Under Management, powered by unique business model.
Infranity, a leading European infrastructure investment platform and part of Generali Investments, today announces it has surpassed €10 billion in Assets Under Management.
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People NewsRedevco strengthens leadership team with the appointment of Veronica Gallo-Alvarez as Head of Investment Management
Redevco, one of Europe’s largest privately-owned real estate managers, has appointed Veronica Gallo-Alvarez as Head of Investment Management. Based in Paris and reporting to CEO Neil Slater, Veronica joins the Redevco leadership team, spearheading a function responsible for investment outcomes, transaction management and research & strategy. The appointment of Veronica is another step in Redevco’s ambition to further grow its real estate capabilities.
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White papersAre U.S. and European Bonds About to Break Ranks?
The two markets have marched in lockstep for several months, setting up the potential for attractive relative-value and dispersion trades.
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White papersPrivate credit: Europe vs the US
The global private credit market is dominated by the US and Europe. M&G believe the European market is set to expand more rapidly. What are the key differences within each region? Which could potentially offer the most attractive risk/return? Our latest insight provides a roadmap for investors.
