All Retail articles
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White papersUnderstanding retail investors: a clustering approach
The Amundi Investment Institute, in partnership with Crédit Agricole du Languedoc, the University of Montpellier, and Montpellier Business School (MBS), has forged a unique collaboration dedicated to advancing our understanding of individual investors’ financial preferences and needs. This partnership combines academic rigor with practical insights from the financial industry, creating a rich foundation for exploring the evolving landscape of retail investment behavior.
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White papersReal Estate Outlook – Switzerland, Edition 1H26
The year 2025 was marked by a high degree of economic policy uncertainty, as the US import tariffs placed a noticeable burden on export‑oriented economies such as Switzerland. With the start of 2026, geopolitical risks have come to the forefront. The conflict in the Middle East has driven commodity markets into extreme volatility and has heightened concerns about stagflation. Europe is feeling these effects very acutely, which is dampening the expected economic recovery.
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Asset Manager NewsAchmea Real Estate delivers outperformance across the board for clients
Achmea Real Estate delivered returns in 2025 across all its real estate funds and client portfolios (separate accounts) that exceeded the MSCI benchmarks*. All client portfolios recorded clear outperformance.
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Asset Manager NewsAchmea Real Estate raises nearly € 1.2 billion for investments in the Dutch real estate market
Achmea Real Estate has raised nearly € 1.2 billion in new investment capital so far this year. Most of this capital comes from clients looking to expand their investments in residential real estate further. Of this amount, € 65 million will be invested in the Achmea Dutch Residential Fund. New mandates have also been received by the healthcare real estate fund and the retail fund.
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Asset Manager NewsCharter Hall grows CCRF by $360m to $3 billion
Charter Hall Group (Charter Hall or the Group) today announced that its unlisted institutional fund the Charter Hall Convenience Retail Fund (CCRF or the Fund) has acquired a portfolio of three high-quality metro-located shopping centres…
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White papersRetail’s rebound: The case for selective, institutional conviction
Retail real estate is stabilizing after years of disruption, with well-located, experience-driven assets showing resilience - making selectivity and institutional discipline key to capturing recovery upside.
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People NewsNTR welcomes Luba Kotzeva to its Board
Luba Kotzeva appointed as Non-executive Director starting from 1 March 2026, bringing over 26 years’ of energy & clean power advisory experience to the Board
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Asset Manager NewsCharter Hall’s managed convenience retail fund CCRF included in the MSCI/Mercer Australia Core Wholesale Property Fund Index
Charter Hall Group (Charter Hall or the Group) is pleased to announce that the $2.5 billion Charter Hall Convenience Retail Fund (CCRF or the Fund) has been added to the MSCI/Mercer Australia Core Wholesale Property Fund Index (MSCI or the Index) as per the recently released September 2025 monthly MSCI report.
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People NewsRedevco launches pan-European retail parks strategy with €500 million commitment from CBRE Investment Management
London, October 2, 2025 -Redevco, one of Europe’s largest privately-owned real estate management firms, today announces the launch of its closed-end Redevco European Retail Parks Fund. This new investment vehicle focuses on acquiring and managing high-quality, convenience-led retail parks across Europe and the UK. The strategy is backed by commitments from CBRE Investment Management’s (“CBRE IM”) Indirect Real Estate Strategies, acting on behalf of global institutional investors, as well as co-investment by Redevco.
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White papersRetail parks and urbanisation: investing in the future of cities
Urbanisation is one of the defining forces of our time. As cities grow denser and more complex, pressure on infrastructure intensifies – particularly in retail. Consumers increasingly demand speed, convenience, and flexibility in their shopping experience, and urban environments must adapt to meet these expectations.
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White papersGrowing momentum for resilient investing in Dutch retail real estate
In an era marked by geopolitical instability and market volatility, Dutch retail real estate stands out as a stable and compelling investment opportunity. With rental growth on the rise and a proven track record of resilience during economic downturns, the sector offers institutional investors a reliable source of returns. However, strategic asset selection—particularly in polarized city centres—remains critical to unlocking long-term value. This article examines the factors that make retail real estate a strategically sound choice and outlines key considerations for investors seeking to capitalize on its potential.
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Asset Manager NewsGrowth in wholesale investment management platform with launch of $2.5bn Charter Hall Convenience Retail Fund (CCRF) and $2.1bn Challenger mandate
Charter Hall Group (ASX:CHC) (Charter Hall or the Group) announces the launch of the $2.5bn Charter Hall Convenience Retail Fund (CCRF or the Fund) and, in addition, its appointment to manage a $2.1bn investment mandate for Challenger Life (Challenger or the mandate).
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White papersMarket Update second quarter 2025
The Dutch economy continues to grow, but the pace is slowing. In the second quarter of 2025, economic growth amounted to 1.2%, keeping the Netherlands well ahead of the eurozone average. Nevertheless, geopolitical tensions and declining confidence are weighing on market sentiment.
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White papersGlobal retail in the age of convenience culture
Beyond the headlines: retail’s revival: The necessity retail sector continues to demonstrate resilience in today’s dynamic market environment.
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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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Asset Manager NewsNuveen Real Estate Raises $320 Million for U.S. Cities Retail Fund
Capital to be deployed in grocery-anchored, necessity-based retail across top U.S. neighborhoods
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Asset Manager NewsCharter Hall and Investa secure HWL Ebsworth Lawyers as another high-quality tenant customer at 360 Queen Street, Brisbane
Charter Hall Group (Charter Hall or the Group) and Investa have secured a 10-year lease with HWL Ebsworth Lawyers at 360 Queen Street in Brisbane, as the building reaches its topping out milestone.
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White papersThe Long-Awaited Renaissance of European Retail
Despite ongoing uncertainty, real retail sales in the Eurozone are projected to grow modestly at 1.7% p.a., outpacing both 1.4% p.a. real GDP and 1.0% p.a. real disposable income growth over the 2025-29 period.
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White papersWhy core is back
After a period of economic and geopolitical uncertainty, higher debt costs and squeezed returns, we have reached a turning point in the market cycle for core real estate investment. The interest rate landscape is tilting in a more positive direction; loan margins are diverging with leverage now accretive again for lower risk high quality investments; and pricing has adjusted with limited re-pricing risk looking forward. With further interest rates cuts forecast, the outlook for yields is more stable and material recovery in real estate values is expected.
