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European Market Monitor Q3 2024

Inflation has fallen over 2024 to a level where the European Central Bank has started cutting policy rates – two 25bps cuts in June and September so far this year.

European Market Monitor Q4 2023

Higher interest rates have had the desired effect of reducing inflation prints, while also reducing economic growth. Secure income real assets remain attractive to investors seeking long-dated inflation-linked income to meet liabilities and diversify their portfolios.

European life insurers see inflation as biggest macro risk

A survey of European life insurance companies that collectively oversee €2.73 trillion in assets, commissioned by AlphaReal, the specialist manager of secure income real assets, reveals inflation is the biggest macro risk facing the sector.