All Europe articles – Page 20
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White papers
UK Office Sector Analysis
Investors and occupiers alike are increasingly aware of the need to improve and upgrade stock to meet sustainability criteria in the pathway to achieving net zero. Half of the respondents within the RICS 2021 Sustainability report claimed that ‘green leases’ command premium rents, and 30% stated that brown buildings offer reduced rents to compensate tenants. Simultaneously, numerous surveys of investors have highlighted a willingness to pay a premium for space with the best green credentials.
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White papers
Europe’s Political Strength Will Buffer the Coming Downturn
The recession will be painful, but the “old continent” is proving surprisingly adept at facing new challenges
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White papers
Three things to watch in European high yield fixed income
European high yield bonds are warranting a closer look by investors given the significant re-pricing of fixed income markets during 2022.
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Podcast
The greenest French district heating operator
With climate change being one of the most pressing challenges of our time coupled with the energy crisis currently plaguing Europe there is a clear need for both the strengthening of energy security and an increase in renewable sources of energy.
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White papers
Tailwinds hasten hydrogen’s cost-competitiveness, albeit demand still lags
Our original research review of the hydrogen economy a few years ago led us to conclude that hydrogen would play a key role in decarbonisation.
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White papers
Reframe and reclaim: How to win the ESG argument
To restore trust in ESG, we need to be much clearer on its limitations as well as its strengths, argues Mirza Baig.
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White papers
Resilience and selectivity: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
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White papers
ESG Thema #11 - EU Sustainable Finance Action Plan: State of play
Countries and corporates’ carbon reduction plans are still falling short of the 1.5°C target in order to align with the Paris Agreement. According to the Climate Policy Initiative, an additional $1.6 to $3.8 trillion per year is required to finance the energy transition.
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White papers
Alcentra: Time to refocus on the syndicated loan market in Europe
Higher inflation, higher base rates and a repricing of the European loan market present a compelling opportunity for investors.
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White papers
False sense of security from easing energy prices
Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures. While near-term stress has eased, longer-term supply/demand tightness remains, calling for higher risk premiums. As Russia loses its leverage, demand elasticity and weather might be the new pivotal gas drivers.
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White papers
How the ECB’s climate tilt favours ice cubes
The European Central Bank is gradually decarbonising its corporate bond holdings in a move that will be beneficial to borrowers with clear net-zero targets. We expect increased spread differentiation between transition leaders and transition laggards, and consider how the design of our TargetNetZero strategy is well-positioned to capture the opportunities.
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White papers
Communication Is Key Driver of Success for Hotel CEOs as Strategies Shift
Hotel Leaders Say There Are More Opportunities If Companies Can Weather Likely Recession
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Asset Manager News
Invesco residential fund invests in German sustainable wood buildings
Invesco Real Estate has added a wooden-built German development to its open-ended European residential real estate fund.
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Asset Manager News
BPL Pensioen and DELA to invest in ASR Dutch Farmland Fund
BPL Pensioen and DELA joined the ASR Dutch Farmland Fund with effect from 1 October. They will be the first participants, besides a.s.r, to invest in this unlisted real estate fund of a.s.r. real estate, totalling € 310 million. The ASR Dutch Farmland Fund consists of 36,000 hectares of Dutch agricultural land worth € 1.8 billion.
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White papers
How Rising Rates Are Shaping the European Real Estate Opportunity
Rapid increases in property financing costs mean property yields are now rising. The Barings Real Estate team discusses what this means for opportunities in the European real estate market.
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Podcast
Carbon neutrality and the renewable energy transition
With climate change being one of the most pressing challenge of our times coupled with the energy crisis currently plaguing Europe, there is a clear need for both the strengthening of energy security and an increase in cleaner sources of energy.
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White papers
ESG considerations in securitised fixed income
At Thornburg, we feel a fully integrated investment approach is the most effective way to incorporate ESG factors into securitized fixed income analysis.
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White papers
Governments & companies: act now on climate change
It is one thing to hear dire predictions of global warming from scientists. It is quite another to feel the heat and see its consequences.
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White papers
Thinking like a business owner
The recent global backlash to the UK government’s tax-cutting plans – along with geopolitical uncertainty, energy security concerns in Europe and ongoing tension between inflation and interest rates – has added significantly to this year’s equity market volatility.
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White papers
How so-called “ESG laggards” can drive alpha
Companies that have a poor ESG score but are on track to improve tend to drive outperformance over companies with static ESG records, explain the Investment, ESG and Research teams at Generali Insurance Asset Management1 (GIAM). GIAM is part of the Generali Investments platform.