White papersWhen summer becomes the stress test
This year, the signal arrived early. Across Europe, extreme heat and dry conditions accelerated crop development, bringing harvest activity forward in several regions and increasing concerns around water stress. Summer had arrived early in the farming calendar¹.
Asset Manager NewsDeA Capital Real Estate: new €280 million financing agreement for the fund with Fort Partners which will bring Four Seasons Hotel to Rome
Rome, Milan, 20 July 2026. DeA Capital Real Estate announces the completion of the refinancing transaction for Millennium Luxury Fund, the real estate Alternative Investment Fund subscribed by Fort Partners which is its main investor.
White papersRotations are playing out
In US equities, recent weeks have shown that despite low market volatility, single stock volatility is rising, as investors increase scrutiny. Market expectations for the upcoming earnings season are high, leaving the market vulnerable to some fragility in case of disappointment.
Asset Manager NewsAchmea Real Estate purchases over 500 homes on behalf of PME Pensioenfonds as part of the SoZa project in The Hague
On behalf of PME Pensioenfonds, Achmea Real Estate has purchased 517 homes and approximately 1,580 m² of commercial and community space in the SoZa project in The Hague from property developer and builder VORM. The homes are part of the redevelopment of the former Ministry of Social Affairs site on Anna van Hannoverstraat. A new urban district will be built there, comprising nearly 1,200 homes, offices and amenities.
White papersMore US Stocks Are Marching to a Different Beat
AI leadership has left many stocks moving to a different rhythm. Investors should tune in.
White papersPrivate credit is not one market: why European allocators need a more precise lens
Private credit has moved from a niche allocation to a structural component of European institutional portfolios. Over the past 15 years, the global market has more than tripled in size, far outpacing the growth of the public credit universe.
White papersWhy value can never go out of style in high yield
There is an unappealing paradox at the heart of investing in line with a bond index: the more indebted an issuer, the larger its place in the benchmark. The largest 20% of issuers account for close to 60% of the ICE BofA Global High Yield Index, for instance.¹
White papersBuilding unexpected bridges in high yield
The active-passive debate has long been framed as a contest between competing investment philosophies. In equities, the distinction is familiar: passive delivers low-cost market exposure, while active promises the possibility of outperformance through stock selection.
White papersWhere differentiation still drives returns
European mid-market real estate lending is no longer an immature or lightly competed market. It is well developed, highly intermediated and, in some respects, mature.
White papersShifts, myths and monoliths: A clearer view on private debt
Private debt has come under increased scrutiny in recent months. But attention has focused on a relatively small corner of a vast and varied asset class. Here, we set out some of the biggest myths surrounding private debt and explain why the evidence does not support them.
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