Urbanisation, savings growth and digitalisation are positive drivers in Catella’s markets. Firms active in the property market are benefiting as global capital is increasingly allocated to investments in Europe. Increased pension savings are driving performance in the funds market, while regulations and digitalisation are improving transparency and thus conditions for firms that deliver successful management.
The property market
Investment volumes in the European property sector have increased relatively steadily since 2009. The current economic boom is the second-longest ever, and despite some indications of a future cooldown, the drivers of continued allocation of capital to the property sector still seem strong.
The investment funds market
The investment funds market is expanding in pace with savings growth. Trends such as ageing populations and the declining capacity of national governments to provide post-retirement income through publicly financed pension systems are driving this growth.