Richard Pagliuca, CA’s Post

“The valuation of Europe in a global context is pretty attractive. If you look at the valuation of the European market today compared to the US market, it’s probably the cheapest it's been in about 15 years.” - Mike Clements. Importantly, Pras Jeyanandhan highlights: “Small and mid-cap companies are of huge interest to us and valuations are as cheap as we have seen this century.” Mike and Pras, managers of the VT Downing European Unconstrained Income Fund, visited the Proactive London studio to speak with Stephen Gunnion about the fund and why they are so excited about the opportunities available in Europe right now. Watch the video here: https://lnkd.in/e6kGkbVh #investing #markets

🌆 Undoubtedly Europe remains the top choice for cross-border investors 💭 Great to see Green Street News: Europe publish their exclusive coverage of Judith Fischer's latest research at Knight Frank, Navigating Headwinds: Europe’s Investment Opportunities in 2024 - https://lnkd.in/eCXcSuJ4   The report highlights key sectors, including logistics and residential, and sheds light on how markets such as Germany, Spain, and the Netherlands are seeing renewed momentum. With monetary easing beginning to take effect, the outlook for cross-border capital in 2024 remains promising. If you’d like to know more about the research or discuss investment opportunities in the European market, please drop me an email - jevan.watson@knightfrank.com. Mike Bowden, Anthony Duggan, Richard Laird, Victoria Ormond, CFA, Will Matthews, Julie Cruz #KnightFrank #RealEstateResearch #InvestmentTrends #CrossBorderCapital #GreenStreetNews #EuropeRealEstate

We are pleased to announce Ioannis Rallis, Head of SSA DCM at J.P. Morgan, will be speaking at our 'Europe: the opportunity for Global Investors' summit in #Singapore in September! Ioannis Rallis will be speaking on a panel discussing the market for EU-Bonds and how they are being developed into a liquid and safe asset. Find out more and register your interest in attending here: https://lnkd.in/gkfUbYiN #EU #EUBonds #NGEU #capitalmarkets

Below is a comprehensive summary of the recent Baltic M&A and Private Equity Forum 2024. Thanks to Darius Daubaras for a very engaging moderation🙏 Elzbieta (Elly) Lukenskaite, CFA (Morgan Stanley) was the most optimistic among speakers. She noted that the macroeconomic indicators show signs of a rebound, pent-up demand drives transactional activity, regulatory clarity has improved, and some structural drivers – including AI and clean energy transition – propel the market forward. Corporate confidence is another key ingredient. While board rooms have been occupied by concerned debates about rising financing costs, inflation fears and recession, we now see increased pressure for boards to act and carry out transactions. Private equity funds are returning to deal making as well. The pressure to generate profits intensifies as the typical time for holding assets is 2-5 years. #mergersandacquisitions #privateequity #Baltics #Sorainen

Leaders in private capital are setting their focus on Europe. Why? Our experts delve into three main reasons—the vast market, its maturity, and the robust legal and regulatory framework. Stay ahead of the curve by diversifying your assets and understanding complex markets. Read more > https://bit.ly/4bcBK5G. #alternativeinvestments #privatemarkets #EuropeanMarkets

Have your sights set on Europe? Our fund experts examine three reasons the region attracts investors.

In this article, Jamie Ross and Tom O'Hara, fund managers of Henderson European Trust plc discuss the European industries that have seen the most growth over the last 15 years. Europe has long been associated with legacy industries - with investors turning elsewhere for innovation. However, the European market has transformed over the last decade. Click here to read the article: https://bit.ly/3MS23Ep #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

In this article, Jamie Ross and Tom O'Hara, fund managers of Henderson European Trust plc discuss the European industries that have seen the most growth over the last 15 years. Europe has long been associated with legacy industries - with investors turning elsewhere for innovation. However, the European market has transformed over the last decade. Click here to read the article: https://bit.ly/3MS23Ep #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

Increased dealmaking is expected in Australia this year once equity markets clearly signal their belief in the end of the current run of interest rate rises. Complementing our Australian research, our recent global survey of 200 senior executives on international M&A trends shows that there are promising early signs for a rebound in M&A activity in the remainder of 2024. Learn more about our key predictions in the 2024 Global trends and risks report, and, our 2024 Australian public and private M&A outlook reports https://lnkd.in/gpESn_r6

Bloomberg’s Luxembourg Investment Summit is just a day away! Don’t miss your chance to listen to some of Europe’s leading asset managers, investors, bankers, regulators and more on a wide array of topics. Luxembourg’s Finance Minister Gilles Roth will also deliver a message during the event. Register here: bit.ly/4hkA8ef Claude Marx William Telkes, Ph.D. Lionel De Broux, CEFA Maud Reinalter, CFA Ingrid Garin Nicolas Bickel, CFA 🏉 Pascal Bouvier Pascal Steichen Marco Paolucci #LuxembourgInvestmentSummit #AssetManagement #Investors #Bankers #Regulators