All Europe articles – Page 5
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White papers
A new era? From US exceptionalism to exceptional European value opportunities
After years of being overshadowed, European equities have outperformed their US counterparts this year. As US exceptionalism appears to be waning, investor confidence towards Europe has become more positive. We ask whether this shift could signal the start of a new era for Europe’s stockmarkets.
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White papers
Central and Eastern Europe: long-term growth driver for the entire EU area
In the 2000s, Eastern Europe was a successful region of Emerging Markets. A kind of gold rush attracted many investors to these markets. The region was hit hard by the financial crisis of 2008, but the investment story was not yet written off. It was only political changes, such as the Caucasus war of 2008, the annexation of Crimea in 2014 and, ultimately, the war in Ukraine in 2022, that made this region almost uninvestable for many investors.
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White papers
Epochal Shift Sparks a Spike in German Bund Yields
In early March, exceptional market movements were observed as German 10-year Bund yields marked the largest weekly increase since the 1990s. This rare event coincided with Germany’s significant fiscal shift, including proposals for infrastructure fund and reforms to the debt brake. These measures, alongside geopolitical uncertainties and Europe’s response to the manufacturing crisis, have reshaped economic prospects. For investors, the rise in yields and widening credit spreads present compelling opportunities to extend duration and capitalize on attractive market conditions.
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White papers
Unlocking the potential of European Leveraged Loans
We believe that in 2025 the European leveraged loan market will broaden its appeal to investors as a significant asset class to consider. While it has been well established in the US, it has grown significantly in recent years in Europe, with its market size currently close to that of the European high yield bond market.
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Podcast
Talking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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Podcast
Talking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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White papers
Adapting to economic trends in real estate
IREI article – A closer look at the European real estate market and the 5 Ds: debt, deglobalization, demographics, decarbonization, and digitalization
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White papers
Can European Equities Regain Footing amid Global Adversity?
European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.
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People News
Michael Marcinek to Become Next Head of Business Development at GARBE Industrial Real Estate
GARBE Industrial Real Estate GmbH (“GARBE Industrial”), one of the leading providers and managers of logistics, light industrial and technology assets in Germany and Europe, just reinforced its executive team by appointing Michael Marcinek as the new Head of Business Development.
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White papers
Whatever it takes, part 2, the European opportunity
Is Europe finally going from being reviled to investable? Carlos Moreno and Thomas Brown, fund managers of the Premier Miton European Opportunities Fund, certainly think so. In this insight they discuss what positives they are seeing in the changing European landscape and where they believe there is particular value for European investors.
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White papers
Cross Asset Investment Strategy - March 2025
Topic of the month: A step forward for Europe
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White papers
A step forward for Europe
From sluggish to strong: Germany poised to support Europe’s growth
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White papers
A Unique Window for Real Estate Debt Investors
In this Q&A with Private Debt Investor, Rupert Gill discusses why European real estate debt presents a potentially compelling opportunity today.
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White papers
Tariffs and European news fuel volatility
“Rising concerns for US growth amid high policy uncertainty have triggered a strong rotation outside of the US mega caps.”
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White papers
Germany’s historic step to raise spending
“A realisation in Europe on the need to spend more on defence and infrastructure has created a positive sentiment, leading to the recent upside in the markets.”
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White papers
German fiscal expansion – Whatever it takes!
On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme to boost defence spending and overhaul German infrastructure. By employing, in English, the phrase “whatever-it-takes”, Merz made sure there was no doubt about the scale of his intentions.
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White papers
Germany’s Game-Changing Election
The country’s politics are getting a boost of uncharacteristic urgency from coming Chancellor Friedrich Merz, with even the constitutional “debt brake” up for grabs.
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Asset Manager News
IPUT Real Estate announces a €230 million commitment for its sustainable Logistics Sub Fund at Nexus Logistics Park
IPUT Real Estate (“IPUT’), Dublin’s leading property investment company, has launched a new logistics sub-fund, the “IPUT Nexus Logistics Fund” raising €115 million in new capital to develop the first 1.5 million sq. ft. of Nexus Logistics Park (“Nexus”). The IPUT Nexus Logistics Fund will operate as a sub-fund within IPUT Real Estate and is classified as an SFDR Article 9 fund, ranking it among the most sustainable real estate funds in Europe.
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White papers
March ECB meeting: Data dependence in a world of uncertainty
As expected, the European Central Bank (ECB) cut its policy rates today for the sixth time in this cycle, marking its fifth straight cut. The interest rate on the main refinancing operations, the marginal lending facility, and the deposit facility were each lowered by 25 basis points to 2.65%, 2.90%, and 2.50%, respectively.
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White papers
Does Tax Deductibility Increase Retirement Saving? Lessons from a French Natural Experiment
This paper presents new evidence on how employees respond to tax incentives for retirement saving. Using administrative data from a large retirement plan administrator in France, we examine the voluntary saving choices of approximately 1.4 million workers before and after the implementation of the 2019 Loi Pacte, a reform that introduced tax-deductible voluntary contributions into employer-sponsored retirement plans.