All Europe articles – Page 5
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Interview“Battery storage crucial for next phase in energy transition”
The volumes from wind and solar power have become so large at peak times that the grid cannot cope. That’s sign of success, but we now need to solve this grid congestion. Fund manager Sonja de Ruiter and senior investment manager Kay van der Kooi of Triodos Energy Transition Europe Fund see battery storage as the perfect solution. This requires enormous investments, in which professional and institutional investors can play an important role.
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WebinarInvitation | Time for Europe! Reforms, Resilience, Rebalance
Thursday, 19th February 2026 - 09:00 am GMT | 10:00 am CET
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White papersWhy choose euro fixed income?
Euro fixed income has a wide range of performance drivers that can enhance portfolio diversification. Credit spreads are tight, but there are still opportunities to capture historically absolute high yields. With eurozone inflation at target, growth resilient, and a positive fiscal profile relative to other developed economies, fundamentals are solid.
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White papersMacro brief: Five questions on the European Central Bank – will it really hike interest rates in 2026?
Given her view that inflation risks in the euro area are higher than expected, economist Beth Beckett suspects it will not be long before the European Central Bank adopts a hawkish bias and she has pencilled in a rate hike in late 2026.
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White papersThe case for Europe
Europe is undergoing one of the most significant economic shifts in its modern history. Faced with geopolitical pressures, persistent security risks and competitive challenges from global peers, the region has begun to reshape its economic model. The emerging picture is one of a continent moving away from the constraints of past austerity and towards a more proactive strategy grounded in investment, industrial renewal and enhanced economic security.
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White papersArcmont outlook 2026: Market trends and investment opportunities
The European private credit landscape enters 2026 with continued investor interest amid evolving market conditions. Our European Private Credit Outlook for 2026 examines four themes that may shape the market’s direction: the opportunity set in European private credit, the importance of manager selection in a maturing market, the role of private credit as an established allocation for investors, and the ongoing evolution of the private credit ecosystem. Read Arcmont’s outlook.
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White papersWhy and Where to Invest in European Real Estate
As 2026 has started, we provide a reminder and update on the reasons for investing into European real estate and identify the specific markets where we believe the best risk-adjusted returns can be expected.
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White papersIndia and EU trade deal: a look beyond financial benefits
On 27 January 2026, the European Union and India have formally concluded negotiations on a landmark free trade agreement (FTA), marking a major milestone nearly two decades in the making. Legal vetting—or “textual scrubbing”—is now underway, with both sides aiming to complete the process and sign the agreement within five to six months. Once ratified, the deal is expected to enter into force in early 2027.
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White papersQualifying Money Market Funds: A smart Euro cash management solution
This document outlines why it’s worth considering a short-term euro prime fund over bank deposits.
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White papers2026 European Real Estate Outlook
Why Alternative Real Estate Appears Poised to Come Out Ahead
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White papersEU risk retention rules – implications for US securitised credit investors
The European Union Securitisation Regulation (EUSR) took effect in 2019 (concurrently with an equivalent UKSR framework for UK investors). EUSR imposes compliance obligations on many EU-regulated entities, including UCITS (Undertakings for Collective Investment in Transferable Securities) funds, which invest in securitised assets.
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Asset Manager NewsEdmond de Rothschild REIM makes new acquisition in the UK
Edmond de Rothschild Real Estate Investment Management (REIM) has acquired a hotel in Marlow for £5.6m, England on behalf of a diversified pan-European strategy, reflecting an initial yield of approximately 7.25% The transaction marks the second deal completed on behalf of this particular strategy in the UK, bringing the total value of investments to £10 million.
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White papersJourney to the Center of Additionality
Roughly 1½ years ago | visited forests in the Northern part of Finland with a client. After walking for just a quarter of an hour we saw two grouses, a hare, and heard plenty of birds singing. Suddenly our guests spoke out: “there is so much more biodiversity here compared to our planted forests.”
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White papersCIM in Europe: Albert Yang on growth, innovation, and opportunity
CIM is an established US firm with a focus on private market investments mainly in the US. Headquartered in Los Angeles, it oversees c. $30bn in assets under management (as of December 31, 2025) with 9 offices globally and has over 30 years history of investing in real estate, infrastructure and private credit. The three founders have built a firm with their passion for development, operational expertise and remain active within the business.
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Asset Manager NewsInfravia confirms its ambitions in Real Estate with the full integration of OREIMA
InfraVia has completed the full integration of OREIMA, the real estate investment specialist acquired in 2023. OREIMA’s teams will now operate fully under the InfraVia brand.
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VideoEuro credit update – Issuer selection will be key this year
After stronger-than-expected demand for credit in 2025, markets again look likely be able to handle an increase in new issuance of euro corporate bonds; overall, returns in the investment-grade and high-yield segments should be attractive, but market volatility and performance dispersion mean rigorous security selection will be essential.
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White papersA European cycle for selectivity
Europe’s real estate market is entering a new phase where disciplined asset selection, local insight, and active management are critical to unlocking value amid uneven recovery.
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White papersA new flashpoint in U.S/Europe trade relations
Rising trade tensions between the U.S. and Europe introduce fresh risks for global growth and supply chains.
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White papersGridlocked: why grid investment is critical to enabling Europe’s energy transition
Europe’s rapid energy transition is colliding with the limits of its existing power networks. Targeted investment into grid interconnectors, transmission upgrades and battery storage are key to filling this critical infrastructure gap.
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White papersContinued momentum: The outlook for European infrastructure debt
European infrastructure debt enters 2026 in a healthy position, with no shortage of demand for its diverse range of opportunities. Nonetheless, investors need to be alert to various risks and conduct thorough due diligence, argues Darryl Murphy.
