All Europe articles – Page 6
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White papersPublic Engagement Report Q2 2025
The Q2 Public Engagement Report from EOS at Federated Hermes Limited explores key challenges and opportunities for the automotive sector, the growing threat posed by AMR, and trends from the North American and European voting seasons.
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White papersDiversifying direct lending portfolios through sponsor-less lending
The landscape for direct lending is crowded. Increased competition and limited buy-out activity have put lenders under more pressure to deploy. In navigating the challenges of a maturing asset class, investors may consider sponsor-less lending in the lower mid-market as a means of diversifying a portfolio and enhancing the potential for return.
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White papersThe Hidden Edge: Why Granular European Assets Hold the Key to Outperformance
In today’s complex and fragmented European real estate market, opportunities are available if you are able to recognise them and are willing to do the hard work. But to see and recognise them you need to have your “boots on the ground,” your “hands on the data,” and your “head in the realities of the local market’s engine rooms.” In Germany, particularly, I’ve come to see that the greatest value is not just found but created, through rigorous granular origination and disciplined active asset management. That is the strategy we’ve embraced at Arrow Global, and it’s one I believe that offers the best chances of value creation.
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White papersBuilding advantage: Finding a competitive edge in European high yield real estate debt
While opportunities in European high yield real estate debt remain, growing competition underscores the need for deep market expertise, a robust underwriting framework, and disciplined deal selection to identify and capture resilient value.
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White papersEuropean Bonds – Still More to Give
Benign inflation, a dovish central bank and healthy yields have helped boost the global attraction of European government bond and credit markets. With further monetary easing expected, European fixed income continues to look selectively compelling.
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White papersCurtailment and Constraints: Understanding the Grid’s Role in Renewable Energy Integration
Rosheen McGuckian, CEO OF NTR, EU grid curtailment, how the industry is responding, and the major considerations for investors.
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White papersEuropean real estate market outlook Q3 2025
Reindustrialisation in Europe offers a structural play for investors to source new opportunities. We discuss the outlook for European real estate.
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White papersEuropean IG Credit: Opportunity in a Shifting Landscape
Appealing fundamentals, elevated yields and active management opportunities are drawing investors to European investment grade credit.
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White papersStrong comeback of the European retail markets
GRAI 1/2025 confirms the positive trend in the first quarter of 2025. The EU-15 Index, compiled by Union Investment and GfK, reached a new high of 115 points, reporting further growth in seven European countries. However, trade tariffs and weakening GDP growth may have a temporary negative impact on trade.
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White papersUS tariffs delayed to August
“The ongoing tariff-related uncertainty points to the transactional and unilateral approach of the United States that can complicate matters for policymakers around the world.”
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White papersCRE total returns rise in 2Q25
Commercial real estate total returns rose 1.03% in Q2 2025, marking a fourth straight quarterly gain driven by stable income returns and signaling the market’s strongest position in three years.
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VideoEuropean Opportunities in a Changing Global Landscape
Explore the shifting dynamics in global financial markets with our latest videos on European fixed income opportunities. From the macroeconomic tailwinds driving flows to Europe to the unique growth opportunities, discover how Neuberger Berman can help you navigate this evolving landscape.
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White papersScaling for success: creating value in mid-market infrastructure
In the mid-market infrastructure market, scaling a business into a fully functional institutional platform and capturing the associated scale premium are powerful drivers of value at exit. Among value-add approaches, buy-and-build can unlock significant growth. Over the past decade, InfraVia has consistently scaled platforms through a balanced combination of organic growth (CAPEX) and acquisition-led expansion (M&A).
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White papersProducing in Europe for Europe: why reindustrialisation is the next big real estate play
We explore Europe’s focus on resilience, highlighting prospects in securing supply chains and spurring innovation.
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VideoReal estate debt: uncorrelated returns throughout the cycle
Real estate debt – offering potentially stable income from rents, along with protection from shifts in the value of underlying assets – can play a valuable role in a portfolio, because it has the capacity to provide uncorrelated returns throughout the cycle.
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White papersEuropean Real Estate: So, We Survived Til ’25?
Global geopolitical uncertainty has postponed the hoped-for European real estate recovery this year. However, while macro risk is high, property market risk is low—and the pause in recovery arguably extends the opportunity to invest near the start of a new property cycle.
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Research ReportIncrease In Conversions Expected To Benefit European Office Market Recovery
In this publication, we update our analyses for European office markets. Our initial analyses show that GenAI is expected to have a positive impact on office employment as it will automate certain routine tasks, while creating new higher value-add AI-related jobs. London, Paris and Frankfurt are expected to benefit most from future AI adaptation.
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White papersEuropean IG Credit: Opportunity in a Shifting Landscape
Appealing fundamentals, elevated yields and active management opportunities are drawing investors to European investment grade credit.
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White papersResilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
