All Europe articles – Page 6
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White papersCross Asset Investment Strategy - October 2024
Topic of the Month - Draghi’s report: a call to action for Europe’s competitiveness
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White papersEuropean Residential: Unlocking the housing potential
Over the last decade, the European residential market has undergone a profound transformation. Housing demand has consistently outstripped supply in most geographies, resulting in widespread affordability and availability problems.
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White papersDraghi’s report: a call to action for Europe’s competitiveness
Draghi’s report on Europe’s declining competitiveness offers a comprehensive analysis, but many of its findings are not new. Yet, Draghi’s stature may lend urgency to these recommendations. Those requiring EU funding or treaty changes are likely to encounter substantial political resistance. The report provides a clear direction of travel and some of the reforms that do not require new funding (e.g., regulatory changes) could move the dial sooner.
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Asset Manager NewsPartners Group to acquire a EUR 260 million portfolio of prime residential properties in Milan
Partners Group, one of the largest firms in the global private markets industry, acting on behalf of its clients, has agreed to acquire a portfolio of prime residential properties in Milan (“the Portfolio”), from Fondo Pensione Cariplo. The Portfolio has a Gross Asset Value (“GAV”) of over EUR 260 million, including a significant CAPEX program.
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White papersSlow-speed crash? Problems for the European auto sector pile up
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China
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White papersEuropean Hotel Sector: Sustainability is a competitive necessity
Once a competitive advantage, sustainability is now imperative in the European hotel sector. Investors and operators both have responsibilities to be good stewards of the environment and of the communities in which they operate.
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People NewsNuveen Real Estate makes senior hires to lead its Strategic Transactions team in Europe
Nuveen Real Estate, one of the largest real estate investment managers in the world with $147 billion of assets under management, has appointed Batih Van Leer and Stefano Rubini as Managing Directors and Co-Heads of its Strategic Transactions team in Europe.
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White papersRedevco Targets Opportunities in Retail’s ‘Secular Shift’ with €1.0 bln Pan-European Urban Transformation Investment Pipeline
Retail real estate investment markets in Western Europe have taken a battering in recent years from e-commerce and the Covid pandemic, which have contributed to the hollowing out of oversupplied retail High Streets and hit capital values and rental growth.
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White papersNavigating Europe’s Data Centre Market
The demand for data and the growth of the data centre market in Europe has been remarkable. Since 2019, the European colocation market has grown at a 24% CAGR, from 1,806MW to 5,833MW by H1 2024.
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White papersA closer look at European equities
Interview with Arun Singhal, Global Head of Product Management at STOXX.
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White papersLooking across ETF fixed income markets
For ETF fixed income investors, 2024 continues to be a positive year: most companies have managed to weather a backdrop of macro uncertainty; investors have continued to have access to attractive levels of yield; inflation, while sticky, has been moving in the right direction. Meanwhile, the volatility experienced at the start of August proved to be a storm in a teacup.
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BlogFive Risks U.S. Tariffs Pose to EU Competitiveness
We see five reasons why renewed trade tensions could be particularly economically damaging for the EU at this fragile time.
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White papersIdentifying opportunity and delivering student accommodation at scale in Europe’s most undersupplied markets
PBSA continues to offer an attractive yield premium compared to the private rental sector, despite offering enhanced growth.
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White papersThe mid-market opportunity: accessing the decarbonisation and digitalisation tailwinds
In June 2024, the United Nations released its latest report emphasising the critical need for increased investments in new infrastructure to meet global climate goals.1
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White papersUnlocking the private debt opportunity: my perspective on opportunity and growth
Private debt is at an exciting stage in its development, with momentum building across various sectors as banks continue to scale back from traditional lending roles.
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White papersThe bullish case for European fixed income
Mauro Valle, Head of Fixed Income at Generali Asset Management, explains why he expects duration to maintain its bullish momentum for the final months of 2024, and why the short- to medium-term part of the yield curve should be a sweet spot for bond investors.
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White papersEuropean SMEs: A rich tapestry of sustainable private debt opportunities
The diversity of the SME segment in Europe offers investors access to a highly differentiated and steady flow of investment opportunities, explain the private debt team at Generali Asset Management. Moreover, falling interest rates are expected to benefit M&A corporate loans activity, while flexible unitranche structures from private debt funds should come back into focus.
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White papersCan the demand for critical minerals be met responsibly?
Decarbonising the economy requires a significant scaling up of green technologies such as electric vehicles (EVs), solar photovoltaics, wind turbines and grid-scale battery storage. All of which require significant mineral inputs. A deficit of these “critical minerals” – such as cobalt, copper, lithium, rare earth elements, graphite and nickel – raises supply risks that could constrain the pace and scale of the energy transition.
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Asset Manager Newsa.s.r. real estate and BAM Wonen to upgrade 69 rental units in Houten to Paris Proof standards
a.s.r. real estate and BAM Wonen have signed an agreement to upgrade 69 dwellings in Houten dating from 1982 to Paris Proof standards. Following sustainability enhancements, the dwellings will achieve a minimum energy rating of A+++, up from the current average of D, and will meet the Paris Proof criteria.
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White papersLocating the sweet spot in direct lending
On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.
