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Our Insights

Europe: Opportunity in Fragmentation

Market fragmentation, lower valuations, and scarcer private institutional capital, in our view, make Europe an attractive market for flexible capital providers.

In our latest white paper, Europe: Opportunity in Fragmentation, we examine these and other factors and make the case that Europe offers compelling investment opportunities even amidst heightened volatility around tariffs and the trend toward deglobalization.

White Paper April 2025

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Videos

Tony Yoseloff at 2025 Milken Institute Global Conference
James Li at 2025 Milken Institute Global Conference
Tony Yoseloff at iConnections Global Alts Miami 2025
Pat Dennis at 2024 Milken Institute Asia Summit
Tony Yoseloff at 2024 Milken Institute Global Conference
James Li at Global Alts 2024
Joshua Morris at 2024 Milken Institute Global Conference
Davidson Kempner's Approach to Innovation
Pat Dennis at 2023 Milken Institute Global Conference

News & Insights

DK Extra Credit: Europe: Opportunity in Fragmentation Podcast May 2025
Milken Institute Global Conference 2025: James Li on Multi-Asset Solutions for Financial Outperformance Video May 2025
Milken Institute Global Conference 2025: Tony Yoseloff on Alternatives as Pillars of Multi-Asset Management Video May 2025
Semafor World Economy Summit: Tony Yoseloff on Investing in Uncertain Times Video May 2025
Bloomberg: Davidson Kempner Sees Europe’s Flaws as Credit Opportunities Media Coverage April 2025
Europe: Opportunity in Fragmentation White Paper April 2025
Bloomberg Masters in Business: Tony Yoseloff Podcast April 2025
iConnections Global Alts Miami 2025: Tony Yoseloff on The Future of Credit Investing: A Leadership Perspective Video February 2025
DK Extra Credit: Absolute Return: The Party Is Just Getting Started Podcast January 2025

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