All Europe articles – Page 8
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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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Asset Manager NewsSosteneo successfully completes final close of Fund I and launches Fund II
Milan – Sosteneo, a specialist investment manager focused on clean energy infrastructure and part of Generali Investments, today announced the final close of its first flagship fund (Sosteneo Clean Energy Infrastructure Fund or “Fund I”), with more than two-thirds of the portfolio now operational.
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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.
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White papersInvesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025, Significantly Outpacing H1 2024 Activity
Invesco Real Estate, the $88 billion global real estate investment platform of Invesco Ltd., ramped up its lending activity in the first half of 2025 with loan commitments across North America and Europe totalling $2.3 billion in committed capital across 30 unique loans. This volume demonstrates the team’s continued momentum and a surge in activity, more than doubling the firm’s H1 2024 global origination volume.
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Asset Manager NewsGARBE Industrial Launches New Spin-off, GARBE Regeneration
GARBE Industrial, one of the leading developers, providers and managers of logistics, light industrial and commercial real estate in Germany and Europe, is expanding its business portfolio: Going live on 1 August 2025, GARBE Regeneration is a new company that specialises in the early detection of land development potential and in the reactivation of unused sites for alternative utilisation. The new company will be headed by Maik Zeranski and Rick Mädel.
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White papersEuropean real estate market commentary: July 2025
The Eurozone economy has shown resilience, but the outlook is clouded by geopolitical risks and fragile sentiment. Real estate markets remain supported by tight supply and there are immediate opportunities following the market correction, although negative sentiment currently weighs on activity.
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White papersMid-year investment update – Through the rapids
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after ‘Liberation Day’, but also the prospect of a surge in oil prices stemming from the conflict in the Middle East and a sell-off in US Treasury yields following an expansionary budget bill in the US.
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White papersBuilt for shifting times: Asset Management in a new era
The only constant in asset management is change - rarely has this statement felt more relevant than it does today. We are living through a period in which markets, politics, and investor behavior are all shifting simultaneously. As one of our clients recently put it: “It’s not the volatility that worries me – it’s that everything is moving at once.” From central bank policy to geopolitical alliances, from inflation dynamics to innovation, asset managers and sovereign institutions are navigating a world in flux. At UBS Asset Management, our role is not just to respond to this environment – but to support clients in responding with clarity and discipline.
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White papersIn Conversation – Real assets: shaping a greener future for Europe
Investment in real assets – from renewable energy projects and energy-efficient buildings to battery storage and forests – plays a vital role in the energy transition. Here, our experts examine how macroeconomic uncertainty is affecting this area and look at the trends supporting growth in private financing.
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White papersPrivate capital in Europe – A €3 trillion investment super-cycle
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve Europe’s economic growth, putting the investments that this would require at around 5% of the region’s GDP. Paul-Francois Prouvost and Karen Azoulay highlight the role of private capital in this investment drive.
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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.
