All Europe articles – Page 5
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White papersCIO Weekly: ECB—Hold or Hike?
Among the major central bank meetings next week, the European Central Bank’s is the most in focus and consequential—especially if a policy mistake happens.
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Asset Manager NewsNTR Completes €57 Million Debt Refinancing with NordLB and AIB
Strategic follow-on financing expands the Taranis portfolio with the addition of Provencialis wind farm
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White papersThe energy test for European sectors
We believe that European companies’ Q1 earnings should remain relatively robust.
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White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
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White papersEuro fixed income: A broad spectrum of opportunities
Despite the Iran conflict, we continue to see potential opportunities for ETF investors in European fixed income. Solid corporate fundamentals are supporting the credit sector, and we believe inflation-linked and short-duration bonds could perform well. The current backdrop of heightened geopolitical tensions underscores the need for an active and flexible investment approach.
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White papersEurope’s strategic autonomy: A long-term investment theme
Geopolitical tensions and an uncertain economic outlook underline the importance of strategic autonomy – the idea that nations are able to make their own policy decisions, ensuring security and economic expansion, without depending on other countries.
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White papersReal Estate Outlook – Switzerland, Edition 1H26
The year 2025 was marked by a high degree of economic policy uncertainty, as the US import tariffs placed a noticeable burden on export‑oriented economies such as Switzerland. With the start of 2026, geopolitical risks have come to the forefront. The conflict in the Middle East has driven commodity markets into extreme volatility and has heightened concerns about stagflation. Europe is feeling these effects very acutely, which is dampening the expected economic recovery.
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Asset Manager NewsAchmea Real Estate delivers outperformance across the board for clients
Achmea Real Estate delivered returns in 2025 across all its real estate funds and client portfolios (separate accounts) that exceeded the MSCI benchmarks*. All client portfolios recorded clear outperformance.
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PodcastHow will real estate lending navigate today’s geopolitical uncertainty?
Our research team’s latest ISA Quick Take: The Iran war, four weeks on, examines the conflict’s impact from a global real estate perspective.
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Asset Manager NewsAchmea Real Estate raises nearly € 1.2 billion for investments in the Dutch real estate market
Achmea Real Estate has raised nearly € 1.2 billion in new investment capital so far this year. Most of this capital comes from clients looking to expand their investments in residential real estate further. Of this amount, € 65 million will be invested in the Achmea Dutch Residential Fund. New mandates have also been received by the healthcare real estate fund and the retail fund.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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White papersEuropean Residential Expected To Remain Resilient If Prolonged Middle East Conflict Triggers Downside Scenario
Moderating mortgage rates and a recovery in lending volumes over the past year have supported the recovery in house prices. The ongoing conflict in the Middle East could however lead to an increase in energy prices and force central banks to hike rates to curb inflation. This in turn, could halt the house price recovery and trigger more demand for rental units.
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WebinarWebinar replay: Europe’s value-add moment
European real estate has repriced, and for disciplined investors, that kind of reset has historically been where the best opportunities are found. In just 15 minutes, three of Nuveen’s real assets leaders make the case for why now may be the right moment to lean in, and what a value-add approach looks like in practice across Europe’s evolving market. Watch the replay to hear their thinking and what it could mean for your portfolio.
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White papersBeyond U.S. exceptionalism
Concerns are growing over economic activity, political tension and policy uncertainty in the U.S., creating a challenging investment environment. Headlines throughout 2025 and so far in 2026 underlined this uneasiness; foreign investors were reportedly leaving U.S. markets in droves amid currency volatility and tariff-driven fears, possibly spelling the end of U.S. exceptionalism as we know it. Adding to these doubts is the spectre of an increasingly deglobalized world.
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White papersGermany’s Mittelstand at a turning point: the pivotal role of private debt
Germany’s mid-market is in transition, and private debt is playing a pivotal role. Digitalisation, energy, sovereignty and succession: these shifts are reshaping priorities and creating new financing needs.
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PodcastHigh-yield credit – A source of diversification and returns
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers.
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White papersFive themes shaping global real estate in 2026: European investors’ perspectives
European investors are navigating a more attractive entry point into global real estate as repricing stabilizes and capital markets gradually improve. Structural themes such as logistics demand, demographic shifts, and sustainability are expected to shape allocation decisions heading into 2026.
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White papersEM Local Currency Debt: A Revitalised Opportunity for European Investors
Emerging markets local currency debt is offering some of the most compelling income and diversification characteristics in global fixed income.
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White papersInvesting in real estate: The window of opportunity is open
Momentum is returning to European real estate markets and the recovery is underway – albeit in an uneven fashion.
