All Brexit articles

  • Europe - Finding opportunities in times of scarcity
    White papers

    Europe: Finding opportunities in times of scarcity

    2020-03-06T10:28:00Z By Nuveen Real Estate [Europe]

    As featured in PERE’s 2020 Europe roundtable, David Pearce (Fund Manager) discusses with other participants the best method to deploy capital in an expensive and undersupplied market.

  • Brexit Still Weighs On GBP, But The Situation On Rates And Equity Could Normalise
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    Brexit Still Weighs On GBP, But The Situation On Rates And Equity Could Normalise

    2020-02-10T09:22:00Z By Amundi Asset Management

    Now that the United Kingdom is officially out of the EU, a new phase has opened up, during which UK officials will have to negotiate a trade deal with the EU to avoid a ‘Brexit cliff edge’ at the end of 2020. The available time span is short, but an agreement is possible on either a trade deal, another extension or some mixture of the two.

  • Taking stock of UK equity performance as Britain leaves the EU
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    Blog | Taking stock of UK equity performance as Britain leaves the EU

    2020-01-31T11:38:00Z By FTSE Russell

    Although UK stocks as measured by the FTSE 100 and FTSE 250 ex Investment Trust indices (see Chart 1) have delivered positive absolute returns since the start of 2016, UK equities have structurally underperformed global equities over the same period (Chart 2). This is reflective of both the strength of the performance of global equities (particularly the US) and investors factoring in a risk premium for UK equities as Brexit uncertainty built.

  • BOE shies away from insurance cut and prays for sustainable growth
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    BOE shies away from insurance cut and prays for sustainable growth

    2020-01-30T10:00:00Z By Fidelity International

    The Bank of England (BoE) held rates steady at its first meeting of 2020. With weak domestic growth and inflation, the BoE decided against an ‘insurance’ cut, which would have aligned it with other major central banks. However, the dovish tone on the economy means a move away from an easing bias is unlikely anytime soon, as highlighted by the BoE dropping the guidance for “limited and gradual tightening”. This should support asset valuations.

  • 2020 Outlook
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    Spectrum Asset Management Outlook for 2020

    2020-01-21T15:26:00Z By Principal Global Investors

    Some macro risks—such as Brexit—appear to be de-escalating, but uncertainties continue; trade war negotiations are likely to overhang sentiment into the United States election.

  • UK Real Estate Outlook - Edition 1H20
  • Looking through the Brexit clouds
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    Looking through the Brexit clouds

    2020-01-02T11:24:00Z By Columbia Threadneedle Investments

    Looking ahead to 2020, we are full of hope for a conclusion to Brexit. As investors, our approach to property investment remains constant, mitigating specific risk to suit the economic environment. However, Brexit is clouding the investment landscape and has created a stasis across most home-grown markets

  • Global Investment Views - January 2020
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    Global Investment Views - January 2020

    2019-12-30T16:55:00Z By Amundi Asset Management

    As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong as bond yields fell. The combination of these trends enabled a traditional 50 bond/50 equity balanced portfolio for European to investors generate 15.5%1, the best annual performance in the last two decades.

  • Outlook 2020 - The Beauty of Symmetry
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    Outlook 2020: The Beauty of Symmetry

    2019-12-20T11:33:00Z By Generali Investments

    − Global growth is finding its feet, but a powerful upswing is not around the corner: risks such a Hard Brexit (still!) and the US elections are impediments to a meaningful capex recovery.
    − 2019 was in many ways similar to 2016; but 2020 will not be a repeat of 2017. We expect equity gains to continue, but in a far more muted fashion.
    − Central banks engineered a stunning risk rally in 2019; they will be less active in 2020. But nascent efforts to make inflation targets more symmetrical will remain a risk-friendly force.

  • Government Shutdown Bites the Dust
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    Government Shutdown Bites the Dust

    2019-12-20T10:26:00Z By Barings (Europe)

    Boeing may have an impact on U.S. economic data, the U.K. Tories are back and stronger than ever, and the government shutdown is averted, for now.

  • Spotlight on fixed income
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    Spotlight on fixed income

    2019-12-16T15:00:00Z By M&G Investments

    Investing in a world of (Brexit) uncertainty

  • Europe's Time to Shine?
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    Europe’s Time to Shine?

    2019-12-04T13:05:00Z By Barings (Europe)

    If Brexit headwinds begin to clear, and the German economy sees improvement, it would support the European economy as a whole. At the same time, any weakness in the U.S. dollar could further propel international markets, potentially reversing a decade of underperformance.

  • 2020- The Road Ahead
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    2020: The Road Ahead

    2019-12-03T14:58:00Z By Barings (Europe)

    From fixed income and equities to real estate and alternatives, Barings’ teams share their predictions for 2020 and views on where the biggest risks and most compelling opportunities may lie.

  • GLL Real Estate Market Monitor H2 2019
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    GLL Real Estate Market Monitor H2 2019

    2019-11-27T16:09:00Z By GLL Real Estate Partners

    According to Oxford Economics, global economic growth (GDP) was 3.2% in 2018. With respect to increasing international risks (further escalation of trade tensions, potential “no-deal” Brexit, increasing downturn in China), a further slowdown in the global economy is expected in 2019. However, compared to the Q1 2019 outlook, the forecasts (2.6%) were slightly more optimistic ( 0.1).

  • Looking into 2020 with Hermes
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    Looking into 2020 with Hermes

    2019-11-20T10:46:00Z By Federated Hermes

    2020 will be another uncertain year. Brexit will rumble on, bringing further volatility and polarising the UK political dialogue; China and US relations will remain tense and concern markets, despite a possible partial trade deal being secured before the end of 2019; and the US presidential race will likely unsettle world markets.

  • Generali Investments SICAV (GIS) SRI Ageing Population Fund Celebrating 4 years of success
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    Generali Investments SICAV (GIS) SRI Ageing Population Fund Celebrating 4 years of success!

    2019-11-12T11:57:00Z By Generali Investments

    What are the most important lessons learned in terms of the performance since GIS SRI Ageing Population (the Fund) was launched in 2015?

  • UK high yield turns a corner as no-deal Brexit worries fade
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    UK high yield turns a corner as no-deal Brexit worries fade

    2019-11-04T15:29:00Z By Fidelity International

    A UK general election, which may resolve the Brexit impasse, is just over five weeks away, while the no-deal threat has receded. In this more positive environment, UK high yield bonds - which have been shunned by investors in recent years - look increasingly attractive.

  • Fed cuts again but stays mute on future path
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    Fed cuts again but stays mute on future path

    2019-10-30T15:03:00Z By Fidelity International

    The US Federal Reserve (Fed) today cut rates by 25 basis points, the third cut this year. The statement on future action was largely removed, in particular the commitment that the Fed, ‘will act as appropriate to sustain the expansion’, suggesting that the committee members think that they’re done with cuts for now.

  • Brexit extension will ease uncertainty looming on UK assets
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    Brexit extension will ease uncertainty looming on UK assets

    2019-10-30T11:25:00Z By Amundi Asset Management

    Recent developments and next steps: Following the three-month extension granted to the UK by the EU on 28 October and the newly announced snap election, the most likely outcome is that the Withdrawal Agreement signed on 17 October between the United Kingdom and the EU will be ratified, leading to an orderly Brexit and the initiation of a transition period during which the United Kingdom will retain most of its access to the EU single market until at least end-2020. The risk of a no-deal Brexit is now greatly diminished.

  • Brexit - revamping the fiscal toolbox
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    Brexit: revamping the fiscal toolbox

    2019-10-29T10:06:00Z By Federated Hermes

    The Brexit referendum was more than three years ago, but it is still not clear when the UK will leave the European Union (EU). Business has suffered and consumers may start to feel the pinch, particularly if there is a cliff-edge exit at the end of the transition period. As we head into early elections on 12 December, we consider how it may be up to fiscal policies to weather the fallout.