and follow the fundamentals, according to Indeed, while international political instability Emerging Trends Europe, several executives in a more favourable light. “Europe is heading for lower growth but a lower cost of capital; that's good, and means that financing is haven in a more uncertain world,” suggests accretive from day one,” says a global insurer. you will have more inflation overall, real acquisition lists. “ln 2008, the US repriced notes a European investment manager. “Lack first and Europe dragged; in this cycle, Europe repriced first," they note. "Also, back, another reversal on the previous cycle." investors' allocation shifts away from the US. infrastructure strategies, and lacklustre cross-border investment, up from a long-term geopolitical uncertainty, these factors left In another vote of confidence, Blackstone