All Europe articles – Page 17
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White papersReal Estate House View: Europe - First half-year 2024
When is the right time to re-enter the market? Fears of investing whilst values are falling has put significant downwards pressure on investment volumes. Instead, real estate investors have been monitoring government bond yields, seeking stability in the so called ‘risk free rate’ as an indication that property yields have also stabilised. Into 2024, we expect investment activity to pick back up, supporting price discovery. Although the first half-year may only show tentative signs of improvement, by the second we believe activity will regain momentum.
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Asset Manager NewsInfranity (Generali Investments) Breaks Through €10 Billion Mark in Assets Under Management, powered by unique business model.
Infranity, a leading European infrastructure investment platform and part of Generali Investments, today announces it has surpassed €10 billion in Assets Under Management.
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People NewsRedevco strengthens leadership team with the appointment of Veronica Gallo-Alvarez as Head of Investment Management
Redevco, one of Europe’s largest privately-owned real estate managers, has appointed Veronica Gallo-Alvarez as Head of Investment Management. Based in Paris and reporting to CEO Neil Slater, Veronica joins the Redevco leadership team, spearheading a function responsible for investment outcomes, transaction management and research & strategy. The appointment of Veronica is another step in Redevco’s ambition to further grow its real estate capabilities.
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White papersAre U.S. and European Bonds About to Break Ranks?
The two markets have marched in lockstep for several months, setting up the potential for attractive relative-value and dispersion trades.
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White papersPrivate credit: Europe vs the US
The global private credit market is dominated by the US and Europe. M&G believe the European market is set to expand more rapidly. What are the key differences within each region? Which could potentially offer the most attractive risk/return? Our latest insight provides a roadmap for investors.
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White papersEU election results and French politics
The 2024 European Parliament elections took place between 6 and 9 June 2024. The results indicate that the centrist parties should be able to form a working coalition. The European People’s Party (EPP) increased its parliamentary seats. At the same time, parties such as Identity and Democracy (ID) and European Conservatives and Reformists (ECR) with far-right credentials also gained seats.
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White papersEuropean residential real estate - time to live a little
What lies ahead for the European living sector? We discuss the opportunities.
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White papersEuropean Industrials: A Hotbed of Growth for Equity Investors
Today’s industrial business models offer surprising sources of consistent earnings growth.
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White papersThe snap election could put QE losses back in focus
Back in 2021, when the Bank of England (BoE) announced the end of quantitative easing (QE) and the beginning of quantitative tightening (QT), few commentators understood how out of kilter the Bank’s balance sheet had become compared to central bank norms. The result has been losses on the BoE bond portfolios that dwarf those of other central banks.
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White papersCredit where credit is due
During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio
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White papersThe ECB initiates rate cuts after a long gap
“The ECB avoided any surprises for the markets as it reduced policy rates amid decelerating inflation, which could boost appetite for European fixed income.”
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White papersHigh yield: once again doing what it says on the tin
In investing, where trends can shift rapidly and market conditions are ever-changing, the allure of fixed income was that it did what it said on the tin: stable and reliable returns. The global financial crisis (GFC), however, saw a transformation of the landscape marked by falling and persistently low interest rates and, subsequently, yields. Suddenly fixed income wasn’t so reliable. But with that movement in reverse, we believe bonds could be a safer bet than equities over the next few years.
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White papersEuropean Real Estate: An Uneven Path Ahead
Downward price pressures are easing in the European real estate market. The timing of recoveries in pricing by geographies and sectors likely will occur in line with variations in real estate debt refinancing funding gaps and long-term growth drivers. The Barings Real Estate team discusses how this is shaping investment opportunities.
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White papersEuropean Logistics: Why Now
Why European Logistics? During the previous property cycle, the European logistics sector emerged as a standout performer, driven by robust fundamentals and enduring demand trends.
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White papersHigh yield structured credit: Ripe conditions within the European market
What is attracting investors to high yield structured credit?
Structured credit has grown considerably over the last few years. The trends propelling the asset class are long-term with investors potentially able to capture equity-like returns from the asset class. Capital at risk. -
Asset Manager NewsRetail Attractiveness Index: European retail markets rebound after pandemic
The positive trend in European retail markets is becoming more entrenched. The signs of recovery that emerged in the first quarter of 2023 gained in strength and breadth in Q2 2023. This upward trend then continued in the majority of countries in the first quarter of 2024.
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White papersCyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
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VideoMeet the European direct private debt team
SME management teams generally have a stronger “affectio societatis” and are truly motivated to make a sustainable impact with their companies, say the direct private debt team at Generali Asset Management in this new video.
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White papersGreen and Sustainable Bonds: Five Key Questions
With strong sustainable EU initiatives, plus the conclusion of the hiking cycle, attractive carry in interest rate curves, and the likelihood of lower interest rates amid evolving monetary policies, the outlook for green and sustainable bonds is promising, explain the portfolio managers of the Generali Investments SICAV (GIS) SRI Euro Green Bond subfund.
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White papersPositives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
