All Europe articles – Page 9
-
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.
-
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.
-
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.
-
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.
-
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.”
-
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.
-
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.
-
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).
-
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.
-
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.
-
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.
-
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.
-
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.
-
-
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.
-
People NewsEdmond de Rothschild REIM appoints Klaus Schmitz as Chief Investment Officer Europe and Executive Chairman UK
Based in London, Klaus will join the Edmond de Rothschild REIM Executive Committee and report to co-CEOs Pierre Jacquot and Arnaud Andrieu. In his dual role, he will lead Edmond de Rothschild REIM’s pan-European investment strategy, lead investment activity and help strengthen relationships with capital partners across key markets.
-
White papersThe European market view: Does uncertainty reign?
Breaking economic patterns: Europe’s real estate landscape
-
White papersMaking Europe great again: A new era for value investing?
After years of underperformance, European equities are outperforming their US counterparts this year. We explore what’s making European markets great again – and discuss why we believe the emergence of a new positive story for Europe could offer opportunities for value investors.
-
White papersReimagining the single market: part one
With transatlantic trade hostilities to its west and the emergence of huge and dynamic economies to its east, Europe faces challenges largely undreamt of when the European single market was launched more than three decades ago. As the BRICS have risen and the US has powered ahead, Europe’s share of the global economy has declined. Today, its companies struggle to match the strength and scale of their American and Asian competitors.
-
White papersFinding Europe's elusive alpha
Over the last 25 years, a wide gap has emerged between the US and European economic and stock market performance. Steve Magill looks at whether recent signs of a challenge to this hegemony are a mere blip, or an important inflection point.
