All Europe articles – Page 26
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White papersTLTRO in the context of ECB policy normalisation
TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters. So far, banks have repaid a small amount of liquidity, while the ECB’s recent decision on remuneration of excess reserves has helped keep current excess liquidity abundant, aiming at a smooth transmission of its monetary policy.
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Research ReportReal Estate Perspectives - October 2022
With a deteriorating economic outlook, against a background of geopolitical tensions and high inflation, Europe faces a growing risk of recession.
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White papersDiversification with opportunity – European real estate
European real estate offers investors the opportunity to diversify their existing portfolio while participating in long-term trends. Swiss private investors, for example, usually focus on the domestic real estate market. However, institutional investors have recognized the opportunities and advantages of European real estate in recent years and have started to introduce foreign investments into their existing portfolios.
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White papersEuropean Politicians Fuel Support for Energy Bills
European policymakers are battling energy prices ahead of winter, while a tight U.S. labor market and elevated CPI data next week should keep the Fed hawkish before November rate hike decisions. In China, will credit growth support the economy and a pickup in internal demand?
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Asset Manager NewsPro-invest group opens London office as it expands across the UK and Europe
The European and UK hotel investment market is “poised for growth with the expectation of compelling returns” say the experts at Pro-invest Group, as the business begins operating across the UK and Europe.
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White papersAmundi Pension Funds Letter - Special Edition: UK LDI Crisis
Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related to their leveraged LDI strategies. This drove the Bank of England to temporarily halt Quantitative Tightening.
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Asset Manager NewsEdmond De Rothschild REIM Acquires 8 Industrial And Logistics Assets In 3 Countries
Edmond de Rothschild Real Estate Investment Management (EDR REIM) has acquired 8 light-industrial and small logistics assets in various transactions across the Netherlands, Germany and France. The transactions were all successfully completed in the third quarter and represent a total market value in excess of EUR 70 million.
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White papersFiorino: Can Europe’s banks withstand high-pressure energy disruption?
As Russia threatens to halt gas supplies to Europe, Fiorino looks at the impact of the European energy crisis on financial institutions in the region.
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White papersStructural Change in Europe as Funds Take Market Share
In this Q&A, Adam Wheeler discusses the current state of the European private credit market, and how the economic backdrop is creating both challenges and opportunities for investors.
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White papersClean energy investments: a new addition to the investors’ inflation toolkit?
While investors have typically looked to commodities as an inflation hedge, a lack of income, coupled with volatile prices, has resulted in low risk-adjusted returns. Can direct energy investments help investors guard against rising prices?
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White papersFinding adaptation solutions to climate risk
The soaring temperatures which hit Europe over the summer revealed the extent to which essential infrastructure is unprepared for a changing climate. The Q3 issue of Futureturns, our quarterly report on thematics and trends in equity markets, focuses on opportunities arising from the essential need for investment in adaptation efforts.
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White papersItaly election: no major surprise from the polls, maybe positive for markets
Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes. Overall, we believe that Italy’s general election offered no major surprises and at the margin, the news flow is positive, as the centre-right collation will not have a two-thirds parliamentary majority, which would have allowed it to vote for constitutional amendments.
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White papersThey’ve got the power? European Utilities and the energy crisis
Robin Usson, Senior Credit Analyst, explains what the impact of the energy crisis on the European Utilities market means for investing in the sector.
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People NewsAnnette Kröger, CEO Europe, Allianz Real Estate, to join Board of IPUT Real Estate
IPUT Real Estate (‘IPUT’), Ireland’s leading property company and the largest owner of offices and logistics assets in Dublin, announces the appointment of Ms Annette Kröger as a non-executive Director with effect from 1 October 2022.
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White papersStill No End In Sight
The hawks fluttered their wings this week, leading yields to rise, equities to fall, and markets to reprice rate expectations. The BoE is more concerned about growth, while the Fed has a singular focus on inflation. China and Japan remain accommodative, watching PMIs next week.
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White papersEuropean Equities Sustainability Report, H1 2022
Covid-19 continues to pose challenges to health systems around the world and has impeded targets set by UN Sustainable Development Goal (SDG) 3, which seeks to promote healthy lives and wellbeing for all.
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White papersThe lifeline of connectivity
In the digital age almost half the world’s population are still offline. The UN has warned that without decisive action, “the digital divide will become the new face of inequality.” But we believe investing with an impact lens can help provide a pathway to social inclusion through services for millions of people, address the Sustainable Development Goals (SDGs) and embrace “double materiality” along the way.
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White papersNo boom, but no crash either
Due to the rise in interest rates, transaction momentum in the real estate investment markets is declining. However, letting markets remain stable. The current environment offers opportunities for investors with a strong equity base.
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White papersAsset-backed lending in turbulent times
While the pandemic has caused major disruption to our everyday lives, the direct and indirect effects of government intervention, monetary policy, the war in Ukraine and Brexit are also taking shape. With global supply chains impacted, soaring inflation and product shortages, the current environment is clearly challenging. However, with dislocation comes opportunity.
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White papersWhy European alternative sectors provide a haven for investors in inflationary times
Real estate investors today face the greatest economic uncertainty in over a decade. The ongoing economic crisis is anything but conventional, defined by supply chain turmoil, geopolitical upheaval, spiraling consumer prices, and the reversal of a 40-year decline in interest rates.
