All Europe articles – Page 28
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White papersIs Europe Facing Another Banking Crisis?
Investors in European bank shares have been rattled by recent turmoil in the sector. But many banks are in much better shape than widely perceived, and the sector is subject to much tighter regulation than in the US. Select financial stocks should be able to weather the storm and perform well over time.
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White papersThe value of nuance in Europe’s diverse living sector
Europe’s residential market is in transition, driving increased demand for alternative living solutions at each stage of the living cycle. A spectrum of countries and subsectors requires a granular approach.
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White papersIt’s time to take a chance on Europe
For the Sustainable Europe team, strategies that only follow the market rarely outperform the market. With such unjustified pessimism on the region from investors, we think it’s time to take a chance on Europe.
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White papersReal estate logistics sector will deliver again
After a challenging 2022, we explain why we think logistics real estate can deliver again.
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White papersOccupier demand delivers clear opportunities for lenders
Post-Covid, occupiers’ demand for best-in-class office buildings is presenting an opportunity for lenders, argues Dan Riches, Real Estate Debt Co-Head at M&G Investments, in this recent interview.
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PodcastOuterblue Talks Research - Financial stability concerns bring US recession concerns back to the fore
The banking turmoil of the past month saw the collapse of Silicon Valley Bank in the United States and the 160-year old Credit Suisse being taken over by rival UBS. While the big market swings triggered by these events have now subsided, economic scars appear inevitable.
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PodcastThree Opportunities in Private Assets Amidst Volatility
Head of Private Multi-Asset Investing, John McNichols describes how the recent banking crisis is impacting private markets and discusses where he and the Barings team are seeing private market opportunities in areas like construction loans and European direct lending.
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White papersBanking crisis
The bank liquidity crisis in the US and decline of Credit Suisse in Europe have created market uncertainty which could reduce availability of credit for the real estate sector.
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White papersDSM and a.s.r. accelerate growth of world-leading bioscience ecosystem in the Netherlands
DSM and ASR Dutch Science Park Fund team up to further develop the Biotech Campus Delft (BCD) to world-leader in bioscience. They will engage in a long-term collaboration to grow the bioscience ecosystem in Delft, the Netherlands, into a unique, world-leading campus for biosciences that will fuel the Dutch knowledge sector, sustainable food innovations and the bio-based economy.
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White papers*The resilience and diversity of infrastructure debt*
For investors eyeing stable long-term income from a broad and diverse asset class, European infrastructure debt can be a resilient solution. It has been as robust in times of crisis – witness its performance during the pandemic – as it has been across economic cycles. What is its secret? Infrastructure provides services that are in demand whatever the economic climate.
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White papersAs Credit Goes, So Goes the Economy
Credit is the lifeblood of the economy, and the credit system just had a heart murmur.
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White papersEuro clearing – a balancing act
For the European Pension Fund community, 2023 brings about important changes as the European Commission sets out its position on the future of euro derivatives clearing activity within the EU, and the PSA mandatory clearing exemption comes to an end in June.
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White papersA tale of two markets: Contrasting the fortunes of European and US High Yield
The European High Yield (HY) market has outperformed the US market over the last five, 10 and 20 years. We compare the trends in charts and ask: Will this continue and what are the main similarities and differences between the US and European markets?
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White papersMacroeconomics, Geopolitics, and Strategy - April 2023
”The tightening in credit conditions should reduce core inflationary pressures, partly replacing the need for monetary policy action.”
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White papersLiquidity, logistics and living: What next for real estate equity? - Aviva Investors
Opportunities are emerging across real estate markets in the UK and Europe, but investors will have to be nimble and discerning in their asset selection, say Imogen Ebbs and George Fraser-Harding.
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White papersEurope Real Estate Sector Report - March 2023
The end of a decade-long loose monetary policy, leading to a sharp repricing of debt, has put a strain on commercial property values across all sectors, including office. Since the initial rate hikes by the European Central Bank (ECB) and the Bank of England (BoE) in 2022, office yields have softened by 70bps on average across Europe, leading capital values to drop by up to a fifth in some markets.
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White papersPrimonial REIM Real Estate Convictions Q1 2023
The unexpected resilience of the European economy has led to an improvement in the business perspectives for 2023. However, the ECB has once again chosen to increase its interest rates to limit the impact of inflation, which is expected to decrease by the end of the year.
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White papersMonthly Research Report - March 2023
Residential Remains Defensive In A Higher Interest Rate Environment
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White papersMarkets take a breath after a week of turmoil
Markets stepped back from the brink this week, following intense stress engulfing Credit Suisse and European banks.
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Asset Manager NewsGenerali Real Estate and ECE Real Estate Partners have acquired the Pep Shopping Centre in Munich
With 70,000 sqm GLA, 137 shops and around 12 million visitors a year, Pep is one of the top 5 shopping destinations in Germany
