Reflections from across the pond: European investors are looking abroad, but need better data
Our conference production crew and I just returned from our Visions, Insights & Perspectives – Europe conference in Geneva.
As at all of our events, we curated attendance in Geneva to maintain a ratio of no more than three investment manager types for every investor in attendance. At our VIP events, we do this to ensure a positive experience for investors. And, because of the relatively compact size of the audience when compared with other investor-related events in Europe, it is possible — even encouraged — to get to know everyone in the room on a first-name basis.
So what is the mood amongst investors in Europe these days? Generally, it’s pretty positive. Not upbeat, but positive.
The pricing for core assets in London, Paris and a handful of other key gateway cities and financial centres in Europe continues to amaze. As with their brethren in the Americas, European investors have been moving away from these price pits and ar