Apollo Has Never Been More Bullish on Europe, Seminara Says [Yahoo! Finance Canada]
RWE AG ORD S/ADR (RWEOY)
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Source: Yahoo! Finance Canada
Seminara pointed to spending on defense, infrastructure as well as the green energy transformation as driving the next wave of investment in Europe. The region's relatively shallower capital markets compared to the US will also mean there is more space for major investment firms to step in to help in with financing, according to Seminara. The euro area's private sector expanded at the quickest pace in 16 months as outperformance in German services compensated for a slump in France, data out on Tuesday showed. The region was clouded by uncertainty over US President Donald Trump's tariff policies in the first half of 2025. While activity benefited from front-loaded demand at the start of the year, a reversal of that trend pushed Germany into contraction in the second quarter. Apollo has already been making inroads, approaching $50 billion of large corporate investment in Europe alone, Seminara said at the Bloomberg event. Among the recent major transactions are a €3.2 billion ($3
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