All Europe articles – Page 26
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White papersTackling short-term challenges and the long-term goals of sustainable investing
Climate, geopolitics and macroeconomic factors combine to make instability a constant rather than a break from the norm – at least for a while. We believe sustainability remains the best long-term prism to understand crisis factors and anticipate a low-carbon, environmentally sustainable and inclusive economy. Challenges may be interconnected, but so are the solutions.
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White papersInsurance Fixed Income Outlook: Transition to more liquid assets
European Insurance companies started 2023 with high solvency ratios and a good outlook to improve their underlying profitability thanks to strong rate increases in reinsurance, and commercial P&C, while 2022 prices increases in retail P&C are slowly mitigating inflation.
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Asset Manager NewsPATRIZIA Client Survey 2023: Institutional investors increasingly focused on value creation through decarbonisation initiatives and ESG data collection
PATRIZIA has released the real estate trends from its third annual investor survey.
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Asset Manager NewsPATRIZIA Client Survey 2023: Institutional investors continue to expand infrastructure allocations with a focus on green energy transition
PATRIZIA has released the infrastructure trends from its third annual investor survey.
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VideoThe European living sector
Shortage of supply and too much ageing, poor-quality existing stock, is creating a rare opportunity for institutional capital to help boost supply, improve existing assets and earn investors an attractive, inflation-linked return while having a positive social impact.
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White papersHow listed infrastructure is contributing to the decarbonisation of air travel
The air travel industry is under increasing scrutiny for its environmental impact, but with the majority of emissions associated with the flight itself, the role of aviation infrastructure in catalysing change is often overlooked. As active investors in listed infrastructure companies, our sector focus and commitment to sustainable investing takes us under the hood of airports and air navigation service providers, where we uncover their often underappreciated and differentiated contributions to sustainability outcomes.
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White papersChanging demand dynamics: Opportunities for European insurers
September 2022 caused a fundamental shift in the UK defined benefit (DB) pension market, as well as the demand dynamics for certain asset classes. European insurers are one of the few large institutional asset owners who are able to take advantage of these changes with opportunities presenting themselves across the balance sheet.
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White papersPutting local knowledge to work in Europe’s living sector
Housing is an essential requirement, yet high borrowing costs, the limited supply of properties for rent and sale, and soaring prices present significant barriers to entry for younger people.
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VideoThe European industrial and logistics sector
Quality logistics space is an essential part of a country’s infrastructure. The rise of ecommerce is only one driver – a focus on making supply chains more robust is also boosting demand for industrial space closer to European markets, while a widespread need to update and improve aging buildings to meet increasingly strict ESG regulations provides yet another opportunity.
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White papersEU aims to make green bonds greener
Reflecting the growing volume of green bonds, the European Union has agreed a new set of rules known as the European Green Bonds Standard (EUGBS) that can be seen as a positive step from a reporting and transparency perspective. The regulation is due to take effect late into 2024.
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White papersESG in real estate debt: Funding the transition to net zero?
Recent turmoil in the banking sector has further highlighted the role real estate lenders can play by stepping in to provide capital for borrowers as banks retreat, while potentially delivering a stable, long-term source of income. With many lenders now gravitating towards high quality assets with strong ESG credentials, we consider what role real estate debt can play in funding the transition to net zero.
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White papersPromoting greater financial inclusion in communities
An integral aspect of impact investing is the focus on providing solutions that address underserved issues and communities. This case study considers Bank of Georgia’s lasting impact and how it is enabling greater financial inclusion in a country that was previously grossly underserved.
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White papersHelp Wanted: Why Smart Companies Recruit for Diversity
Recruiting talent is a basic ingredient for business success. Companies that are more inclusive in their recruiting will discover better-qualified employees, which can bolster competitive advantages and help deliver better outcomes for investors.
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White papersAn innovation journey: IREI interview on the life sciences sector
Life sciences is seeing strong growth given the huge supply and demand imbalance in the sector. On the demand side, we’ve seen phenomenal growth in life sciences companies globally during the past decade.
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White papersFive Reasons to Buy European Loans
In a world where interest rates have increased dramatically and geopolitical risks are elevated, investors are torn between seeking yield and preserving capital. European loans can help investors pursue both goals.
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White papersResidential and datacentres – European investment grade credit
In a recent update we focused on challenges facing Europe’s real estate sector, but highlighted that by focusing on fundamentals within specific sub-sectors and related businesses we can identify select credit opportunities.
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White papersLondon remains top of the European Thematic Cities Index for the third time in a row
The Swiss Life Asset Managers’ European Thematic Cities Index helps real estate investors make smart decisions on where to invest. The index indicates which European cities are the most well equipped to handle structural transformation in five key areas. Amsterdam has broken into the upper echelons for the first time, followed by Zurich in third place.
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White papersEDITORIAL: Driving value creation for our investors
In a world of multiple crises – or ‘permacrisis’ as many call it now – everyone is asking: where are the attractive long-term investment opportunities? The world has changed dramatically with the return of inflation, rising interest rates, energy prices, war in Ukraine and growing geopolitical tensions.
