All Europe articles – Page 5
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White papersExploring European real estate debt
As market conditions shift, real estate debt has become a key asset class for investors seeking stability, strong risk-adjusted returns and diversification.
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White papersECB treads cautiously
The ECB kept policy rates unchanged at its September meeting, emphasising a data-dependent approach before deciding on further rate cuts.
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White papersA wheel opportunity: Premium tyre makers use EVs to inflate margins
The electric vehicle (EV) transition presents a significant opportunity for premium tyre manufacturers. EVs create unique demands on tyres that favour established industry leaders with advanced technological capabilities. At the same time, growing regulation and litigation on tyre particulate emissions, deforestation-risk rubber, and toxic tyre chemical compounds could reverse the market share growth of budget tyre entrants in Western markets.
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White papersGuess who is beating the Magnificent 7?
If you were hunting for a group of stocks to dethrone the Magnificent Seven (“Mag Seven”), there is a good chance European banks were not at the top of your list. But looking at returns over the past 12 months and on a year-to-date basis, that is exactly what has happened.
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White papersSeptember ECB meeting: The end of the easing cycle… maybe?
The ECB kept rates unchanged in September, hinting the easing cycle may be ending as inflation slows and growth stabilizes, though risks from U.S. trade tensions and fiscal pressures linger.
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White papersStronger European and U.S. sentiment: Fundamentals lead the way
Investor sentiment in both Europe and the U.S. continues to improve, reflecting stronger leasing activity, moderating inflation, and greater confidence in the sector’s fundamental recovery.
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White papersReconciling Prime Market and Fund-level Returns
The strong long-term correlation between our usual European prime market returns and European fund-level returns provides a solid basis for testing whether we can use prime market returns to project fund returns.
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White papersBuilding the future of innovation: Selecting cities for life sciences real estate in Europe
In the rapidly advancing realm of biotechnology and pharmaceuticals, life sciences real estate is more than bricks and mortar – it’s the enabler of innovation. Investors venturing into this specialized asset class are essentially betting on ecosystems that need real estate to grow. Think of it as the skeleton that keeps the muscles in place and the body as a whole standing. There are certain strategic parameters that can be used to select the right European cities for life sciences real estate investments. This must then be woven in with external push and pull factors that are forcing companies in the life sciences sector to adjust when it comes to their real estate footprint.
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Asset Manager NewsGARBE PYRAMID-MAP: Rental Trend on European Logistics Real Estate Market Remains Stable – Modest Growth Forecast through 2030
Europe’s logistics real estate market is moving through a stabilisation and consolidation phase. More specifically, an average rental growth of 70 cents per square metre is projected for the period starting with the second quarter of 2025 and ending with the second quarter of 2030. This would imply an annual growth rate of 1.9 percent (CAGR or Compound Annual Growth Rate).
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White papersEurope Edition: A crossroads
Henry Kissinger famously asked, “Who do I call if I want to speak to Europe?”. While Europe has clearly made strides since Kissinger’s provocative jibe, many of the underlying challenges remain. One currency, but 27 underlying markets across a whole swathe of industries and sectors – with fragmented infrastructure, regulation and legal structures.
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White papersThe future of France’s budget
French Prime Minister François Bayrou announced that he would request a vote of confidence on September 8, before the budget discussion that is set to begin on October 1, and following the presentation of the budget orientations in mid-July.
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White papersWhy opportunities to diversify within fixed income matter more than ever
The geopolitical landscape continues to evolve, and uncertainties in the economic backdrop are also rising. In this environment of global fragmentation and market volatility, diversification has once again come to the forefront for building a portfolio. But a diversified portfolio doesn’t just mean a mix of equities and bonds. Fixed income itself is a broad and deep universe offering myriad opportunities to diversify within the asset class, for example by credit quality, geography, or maturity.
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White papersWhy now? The case for European high yield
As investors reassess their fixed income allocations, we believe the European high yield (HY) market is emerging as a compelling opportunity. European HY has matured into a robust and diversified asset class, offering attractive risk-adjusted returns and strategic diversification benefits.
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White papersSingle-sector real estate funds outperform in Europe
Single-sector European real estate funds outperformed diversified peers in 2Q25, with income driving returns and Europe forecast to outpace the U.S. in 2025.
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White papersCredit at a Crossroads: Finding Value in Europe’s Landscape
In today’s market environment, we believe European leveraged loans and high yield bonds present a compelling investment case.
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White papersShow me the value: Investing in carbon removal, part two
In this article, we explore the different types of carbon credits, the development of the markets on which they are bought and sold, and how institutions can use them to achieve their investment and sustainability goals.
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Asset Manager NewsGenerali Deutschland purchases Momenturm from Art-Invest Real Estate and establishes new corporate headquarters in Munich’s Werksviertel district
Art-Invest Real Estate is selling the Momenturm project to Generali Deutschland, and Generali Real Estate S.p.A. acted on behalf of Generali Deutschland during the acquisition.
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White papersSolvency II: Opening New Securitization Lanes for Insurers
Revamped insurance regulations could bring securitized investments back into play.
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White papersRisks and resilience: H1 2025 European loan market review
Whilst public equity markets saw significant volatility in the first half of the year, the European loan market was relatively stable. However, during the second half of 2025, both risks and opportunities lie ahead for investors.
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White papersTariffs take the headlines, clarity wins the war
Markets responded cautiously to the recent EU-U.S. trade deal. While the 15% tariff on European exports appears to favour the U.S. in the near term, we believe the removal of trade uncertainty outweighs the tariff impact and marginally improves the outlook for European growth and investment. For global investors, the agreement reduces geopolitical tail risks, offers clarity for key sectors and sets the stage for more stable economic conditions in the euro area. This is particularly relevant in a period where policy divergence and fiscal execution remain in focus.
