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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 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

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
Absolute Return: The Party Is Just Getting Started White Paper January 2025
Davidson Kempner and Afendis complete acquisition of YSCO, advancing Glacier's ambitions in European ice cream market Press Release January 2025
The Tides of Credit: Opportunity in Dispersion White Paper December 2024
Private Debt Investor: Cost of Capital Is Still Top of Mind for Lenders in the New Year Media Coverage December 2024
Davidson Kempner and Nature Infrastructure Capital Acquire Renewables Project Development Business from Greencells Group Press Release December 2024

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