All Europe articles – Page 13
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White papers
From Anomaly to Opportunity: High Yields on Short Bonds
Stock and bond markets were shaken by the recent banking crisis in the US and Europe. Although both US and European authorities took prompt action to prevent damage to the financial system and dampen market volatility, these episodes highlight the importance of risk management and the worth of proven investment strategies that can both mitigate risk and generate worthwhile returns.
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The More Things Change, Part II
Banking stresses may have tightened conditions enough for policymakers to pause their hiking cycles indefinitely.
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Equity Diversification in Europe’s DC Market
We explain why global small-cap equities provide strong potential to enhance equity diversification and excess return in European DC markets, especially for active managers.
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Podcast
One Year of Igneo: a conversation with Niall Mills
March 2023 marks one year since we became Igneo Infrastructure Partners.
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France: The pension reform puts politics under strain, but major instability unlikely
In the National Assembly (lower house), the centrist alliance Ensemble (Renaissance, Modem, Horizons) represents 250 deputies, which is not enough to obtain an absolute majority (287). The absolute majority (289 votes in normal circumstances) is currently 287 because four seats remain unfilled.
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Asset Manager News
PATRIZIA’s European Infrastructure Fund II surpasses EUR 800 million in committed investments with double fibre deal in Spain
PATRIZIA has strengthened its European digital infrastructure footprint with the acquisitions of two Spanish broadband and fibre operators.
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European tenants: the search for affordable housing
What does ‘affordable’ mean when it comes to housing? Read more about the outlook for European tenants.
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ECB increases rates: the job on inflation is not done yet, but expect a softer path
The European Central Bank raised its key policy interest rates by half a percentage point, lifting the deposit rate to 3.0%. However, it did not commit to future rate hikes, Lagarde stated that “it’s not possible to determine at this point in time the future path for rates”. ...
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White papers
Finding secure income in inflationary times
Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.
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Asset Manager News
PATRIZIA secures international law firm Clifford Chance as the first tenant at The Louise
PATRIZIA has announced the signing of Clifford Chance as the first tenant for The Louise, its iconic office re-development in the heart of Brussels.
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Blog
ECB: Having It Both Ways, For Now
As expected, the ECB stuck with its guidance and raised interest rates 50 bps at its March meeting. However, recent market turmoil has clearly made the central bank cautious.
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White papers
European banking sector set to withstand Credit Suisse fragility
”The Credit Suisse turmoil appears to be driven by a crisis of confidence, with markets putting banks under scrutiny following the SVB failure.”
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White papers
Public and Private European Credit – where is the sweet spot?
European markets are appealing again, and public and private credit could offer a rewarding mix. David Zahn, Head of Sustainable and European Fixed Income, and Howard Sharp, Co-Head of Private Credit, discuss outlook for these two assets and what’s the role they can play in investors’ portfolios.
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White papers
Sustainable preferences differ across Europe
What motivates retail investors when it comes to sustainability-related investing? And do the factors that influence their decision-making vary from country to country or at other levels such as financial literacy? We believe the answers have significant implications for the development of sustainable finance products and asset pricing.
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White papers
Can systemic risk come back in 2023?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we analyse the outlook for systemic risk using an established measure of market turbulence over time.
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A step-by-step guide to measuring social impact in real estate
There’s no benchmark for social impact investing, but investment is gaining traction. We explain how we measure place-based impact.
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Blog
EU power market reform: the devil is in the detail
After an energy crisis which threatened to push millions of households into poverty last year, EU leaders now intend to reform the way power markets operate, writes Marija Simpraga, Infrastructure Research Manager at LGIM Real Assets.
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White papers
Technology investment in the built environment and the path to net zero
The transition to net zero will almost certainly be one of the most significant capital outlays in history.
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Real estate debt: Seeking risk mitigation and return potential
Real estate debt continues to demonstrate relative resilience in these volatile times, in our view. Indeed, some three years on from the onset of the Covid-19 pandemic we believe the nature of the asset class continues to offer downside protection and attractive return potential.
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White papers
Jittery markets fear return of bigger rate rises
Markets have begun to price in a 50bps rate rise by the Fed in March but are awaiting key economic data which will reveal if the US economy has started to slow.