20 April 2022

Choppy waters: the spectre of a eurozone recession is rising

The war in Ukraine has delivered an acute supply shock to the eurozone, pushed already high inflation to new multi-decade highs and increased the risk of […]
15 March 2022

Ukraine conflict and the impact on the European banking landscape

The primary consideration in any conflict is the humanitarian crisis. We sincerely hope for a ceasefire and rapid diplomatic resolution. Russia’s military invasion of Ukraine led […]
7 March 2022

Ukraine crisis heightens risk environment for corporates and exacerbates inflation conundrum

Russian president Vladimir Putin’s military invasion of Ukraine has dramatically escalated global geopolitical risk, in potentially the largest conflict in Europe since the Second World War.
9 February 2022

NPL outlook Part II: Greece and Spain could see €43 billion in new NPEs in 2022

Greece and Spain could see €43 billion in new non-performing exposures (NPEs) in 2022, according to a forecast by doValue, the Southern European loan servicing specialist. […]
9 February 2022

NPL outlook: €200 billion in new bad loans across Southern Europe over next three years

Europe’s non-performing loan (NPL) market will bifurcate between legacy and covid-era exposures in 2022. Legacy NPLs will continue to run off this year with the deleveraging […]
17 January 2022

European NPL 2021 review: Greece, Spain and Italy lead market recovery

European non-performing loan (NPL) activity returned to pre-pandemic levels in 2021, led by deleveraging in Greece, Italy and Spain. Data published by React News indicated €114.2 billion in disposals […]
4 January 2022

Coronavirus 2022: a health, social and economic inventory

As the world braces for the third year of coronavirus, the New Year offers a juncture to take an inventory of the inter-related health, social and economic costs over the past two years and prepare for what comes next.
1 January 2022

Lending in volatile markets: Commercial real estate debt investors face headwinds in many directions

Liquidity within global real estate financing markets remains deep.
1 December 2021

A sluggish office revival does not necessarily spell wholesale changes to the sector in Europe

The pandemic has thrown office investors and occupiers a curveball scarcely contemplated before 2020.