All Europe articles – Page 9
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White papersPlastic wrap: biotransformation, bans on waste exports and a landmark lawsuit
Scaling up plastic reuse, the biotransformation of refuse and banning many current European exports of waste are among the topics we cover in this issue of Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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Asset Manager NewsPartners Group, DEA Capital Real Estate And Camplus Form New Pan-European Student Accommodation Platform
Partners Group, a leading global private markets firm, acting on behalf of its clients, and DeA Capital Real Estate (“DeA”) have formed a new pan-European platform (the “JV”) with Camplus, the market leader for student housing in Italy. The JV will develop and operate next generation purpose-built student accommodation (PBSA) assets in Europe and aims to become a market leader in the space, targeting over 5,000 beds.
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White papersEuropean Bonds: Will Cash Stay King as Rates Reverse?
Investors who stay too long in cash may find they’ve missed out.
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Asset Manager NewsSavings bank clients continue to invest in Deka real estate funds
Deka Immobilien has continued its growth trajectory in a difficult market environment. The asset management volume increased by EUR 1.8 billion to EUR 55.5 billion by the end of 2023, due in part to net cash inflows of EUR 1.2 billion into Deka’s open-ended real estate funds for retail investors.
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VideoWhere does Europe have the edge in technology?
In this video insight, Fidel Manolopoulos, Co-Head of EMEA, Private Equity, discusses the outlook for technology companies in Europe at the present time.
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White papersValue investing: no longer “why” but “how”
Value investing has historically been a source of significant excess returns. This also holds true for European equities in which the annualised value premium, determined by the price to book ratio, has equalled 2.97% since 1990 through 2023.
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White papersMake time work for you: Comgest Europe Compounders strategy
Time is money. It also has the power to erode value. But what if you could harness this natural force and turn it to your financial advantage?
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PodcastThe Future of Renewables
We consider continued renewables expansion in developed markets and explore the themes of repowering, overpowering, co-location and grid capacity constraints
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White papersConfirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
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White papersEuropean Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
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White papersFixed Income Quarterly – Eurozone: Looking ahead to ECB action
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and expectations for interest rate cuts rise. These could help the economy avoid a significant recession.
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Asset Manager NewsPATRIZIA closes debut impact strategy with firepower to invest over EUR 500 million in social and affordable housing
PATRIZIA has announced the final close of its debut impact investing strategy with firepower to create a EUR 500+ million pan-European social and affordable housing portfolio.
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Asset Manager NewsEdR REIM expands portfolio with EUR 70 million acquisition of four key industrial properties
Edmond de Rothschild Real Estate Investment Management (“EdR REIM”) has acquired 4 properties with a market value of EUR 70 mln for its Euro industrial real estate strategy over the course of Q4 2023.
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White papersHistory lessons for Europe’s central bankers
Consensus is suggesting Europe has solved its inflation problems and substantial rate cuts are imminent – but is this realistic given how far economists and markets underestimated the recent price surge and policy tightening?
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White papersUK real estate market commentary: January 2024
The UK economy faces challenges, including the high cost of living and monetary tightening. However, there are signs of improvement. Oliver Kummerfeldt, Head of European Real Estate Research, discusses the economic landscape and provides insights for decision-making in real estate investments.
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White papersEuropean Hotel Sector: Identifying opportunities for value creation
A combination of strong fundamentals and pockets of distress presents unique opportunities for investment in the European hotel sector. (Explore the investment case in detail in our first paper in this series.)
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Asset Manager NewsActis-Led Consortium Acquires Telecom Tower Portfolio In Western Balkans
An Actis-led consortium has acquired the macro tower portfolio of Telekom Srbija, a leading telecommunications operator in the CEE region, across Serbia, Bosnia & Herzegovina and Montenegro.
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White papersBrave New World: 2024 European Insurance Outlook
Insurers likely face a very different investment regime today than they have in the past, with higher and more volatile interest rates as well as structurally higher inflation. We think this will intensify the focus on strategic asset allocation. We offer three themes for insurance investors as 2024 gets under way.
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White papersEuropean structured credit review and outlook: From strength to strength
Structured Credit, and the European ABS market in particular, performed strongly during 2023, aided by attractive valuations, robust underlying collateral performance – despite higher borrowing costs for consumers and corporates – and significant income generation, attributes which have only become more compelling given the uncertain economic outlook.
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White papersEurope’s Retail Renaissance
Europe retail reboots: location, adaptation, & integrated models unlock value. Dive into the post-pandemic boom.
