All Europe articles – Page 28
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White papers
Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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White papers
Riding the demographic wave
Senior housing. Demand for this property type is driven by predictable, long-term demographic trends. The sector also has other appealing fundamentals, including an attractive income return and greater opportunities for value creation than in many other sectors. This is particularly true in Europe.
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Research Report
Primonial REIM Germany Convictions: Investor’s view on the German Real Estate Market
The Research & Strategy Department’s role is to formalize Primonial REIM’s real estate investment strategies, based on continuous monitoring of the European markets. By nature, real estate is at the crossroads of financial (interest rates), economic (tenants), demographic and social factors. This is why a broad analysis is needed, which is also long term and therefore matches the horizon of most real estate investors.
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White papers
2022 European Mid-Year Outlook: Dealing with Double Trouble
Even though governments have successfully limited the pandemic’s long term economic impact, the conflict in Ukraine poses an unexpected new challenge for markets.
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White papers
Macron 2.0: More Europe, More Fiscal Stimulus
Investors had remained confident in the run-up to France’s presidential election, so Emmanuel Macron’s win had little effect on financial markets this week. But his convincing victory came as a relief to pro-European political forces in France and across Europe, for understandable reasons: his opponent, Marine Le Pen, is a long-standing Eurosceptic and friendly towards Russia’s President Putin. Her victory, amidst Russia’s invasion of Ukraine, would have sent shockwaves through Europe (as referred to in Russia’s Invasion: Eurozone Recovery Delayed but not Derailed).
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White papers
Europe Outlook: A French Economic Evolution
Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.
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White papers
The lowdown on inflation in the US and Europe
Inflation likely to peak in the US in mid-2022 whereas Europe could feel the full impact of higher prices during the autumn
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White papers
Finding the edge in mortgage and consumer loans
The mortgage and consumer loans sector is a long-established and attractive asset class that only opened up to institutional investors relatively recently, as a result of regulatory changes. It offers many advantages, including a highly diverse nature, an entrenched legal framework, excellent growth prospects and inflation protection, as well as the potential for stable and resilient cash flows.
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Asset Manager News
Generali Real Estate acquires the 1 0 t r a l building in Frankfurt from OFB
Milan – Generali Real Estate has signed the agreement to acquire from OFB Projektentwicklung (OFB) the 1 0 t r a l (in German: ‘zehntral’) building in Frankfurt’s city centre as part of a forward deal. The building will be acquired on behalf of the panEuropean fund Generali Europe Income Holding (GEIH), managed by Generali Real Estate S.p.A Società di gestione del risparmio.
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Asset Manager News
Generali Real Estate completes the acquisition of the Step Up building in Barcelona 22@ district
Milan – Generali Real Estate has completed the acquisition of the Step Up office building in Barcelona, from CODIC Group. The building has been acquired on behalf of the panEuropean fund Generali Europe Income Holding (GEIH), managed by Generali Real Estate S.p.A Società di gestione del risparmio.
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White papers
BDCs Built for the Future
As demand for floating rate assets increases, investment discipline and a wide frame of reference will prove key, says chief financial officer at Barings BDC, Jonathan Bock.
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White papers
Opportunities Persist in European Real Estate Despite Geopolitics
The duration of the Ukrainian conflict and its macro-economic impact on the rest of the world remains key to assessing market pricing prospects—but the current significant property yield bond spread will soften any fallout. The Barings Real Estate team discusses.
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White papers
Upside potential: The case for European real estate
With healthy fundamentals and attractive valuations, European real estate securities, in our opinion, are positioned to deliver meaningful relative real returns despite rising interest rates and slower growth.
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White papers
Macron’s re-election is positive for French assets
Emmanuel Macron won the presidential election with a strong lead (58.5%), a much better result than the latest polls predicted at the end of last week. However, the low turnout (72%), the lowest level since 1969, puts this victory into perspective.
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White papers
Is now the right time to invest in commercial real estate (CRE) debt in the U.K.?
Based in London, Christian oversees the origination, portfolio management and business development activities for Nuveen Real Estate’s debt platform in Europe. Here, Christian gives his view on why now is the right time for investors to engage in commercial real estate (CRE) debt in the United Kingdom.
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White papers
MiFID II and ESG preferences: A paradigm change in Europe?
The revision of the European Union’s MiFID II directive taking effect this August and requiring investment firms to assess clients’ sustainability preferences sets a regulatory priority that will impact asset management professionals in 2022 and beyond.
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Podcast
The Investment Podcast: Opening routes of exposure to consumer assets
Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion guides us through the diversification benefits, inflationary advantages in the current environment, making sense of a heavily data-intensive asset class with more than a billion data points and the key differences between Europe and the US.
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White papers
ECB strikes a somewhat dovish tone, despite inflation remaining top priority
After the hawkish surprises of previous meetings, no further acceleration of stimulus withdrawal has been hinted at in April. The ECB fully confirmed both its previous guidance on QE, which is set to end “some point in time” in Q3, and policy sequence, with interest rates to rise possibly, but not necessarily, after QE ends.
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White papers
Bonne Récupération: The ECB Moves Gradually, Keeps its Options Open
As expected, the ECB largely confirmed its policy normalisation journey in the coming months, including the tapering of asset purchases over the course of the second quarter. That said, recent data suggest a somewhat accelerated pace of tapering, with the Governing Council now viewing asset purchases as likely to conclude in the third quarter of this year.
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White papers
How can a social taxonomy work as a platform for better social impact?
Developing taxonomies to create guidance for businesses and investors working towards more environmental and social sustainability has been a key part of the European Commission’s action plan. A social taxonomy, however, functions with different parameters than an environmental one, as Malika Takhtayeva, Delphine Riou and Xuan Sheng Ou Yong explain.