All Europe articles – Page 30
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Asset Manager NewsInvesco launches European real estate debt fund
Invesco Real Estate has launched its first European real estate debt fund with a plan to raise an initial €lbn.
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White papersInvestors turn to residential opportunities in emerging markets
Emerging markets have been less of a focus for US and European residential investors of late, but there are pockets of opportunities in Brazil and China sparking interest again, writes Stephanie Baxter
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White papersFixing the Internet, One Tweet at a Time
The likelihood that the E.U.’s Digital Markets and Digital Services Acts achieve their aims, and significantly alter the status quo for major internet companies, remains low.
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Asset Manager NewsNuveen Real Estate launches its first pan-European debt strategy
Nuveen Real Estate, one of the largest investment managers in the world, has completed the first close of its fourth debt strategy in the European commercial real estate debt series, having secured c. €150 million in initial commitments.
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White papersThe coming real estate renovation wave – and what it means for investors
In our first View from Private Markets newsletter we set out Federated Hermes’ approach to financing the carbon transition in commercial property.
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White papersA well-founded pension fund uptake in central clearing
Pension funds play an important role in the financial industry and the lives of European pensioners. Regulatory changes such as the mandatory clearing of over-the-counter financial instruments (OTC IRS) and the increase in capital requirements for banks pose major challenges for European pension funds.
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White papersIs ‘quality’ a shield against inflation?
During the 3Q 2021 earnings calls, many companies raised a ‘red flag’ for inflation. An industry study by Bank of America Global Research assessed the number of times ‘inflation’ was mentioned by European businesses on these calls.
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White papersEurope’s investment outlook clouded by Ukraine, inflation shocks
The recovery in Eurozone economies from the COVID-19 pandemic has given way to concerns about inflation, higher interest rates and the impact of the war in Ukraine. Reliance on Russian oil and gas has highlighted Europe’s energy security concerns and delivered significant increases in living costs to households.
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White papersRussian for the Exit? How the Invasion Impacts European Auto Makers
We’ve previously examined the constraints impacting global supply chains, and with the first few months of the war in Ukraine now behind us, we look at how current supply chain pressures are impacting European car manufacturers, as well as potential risks should the conflict escalate further.
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White papersUkraine: the blackest of black swan events
When Russian tanks crossed Ukraine’s border early on February 24, it took the world by surprise. United States intelligence had been warning of the increasing dangers of an invasion, but few in the markets took the threat seriously, so when it happened, it was, in finance jargon, a black swan event. Mahdi Mokrane gives his view of the business impact.
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White papersAsset Class Return Forecasts - Q2 2022
The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
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Asset Manager NewsDeka Immobilien invests in logistics project in France
Deka Immobilien has exchanged contracts to secure the purchase of a new building project in the Paris metropolitan region of Île-de-France for EUR 160 million. The seller is Gemfi, the development arm of the French real estate company Gicram Groupe. The e-commerce fulfilment centre will be added to the portfolio of the open-ended real estate fund Deka-ImmobilienEuropa.
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White papersOur Net Zero Carbon Pathway
There is no doubt that commercial real estate is entering a period of transition, one in which sustainability and commercial performance will become synonymous. The sustainability credentials of assets and funds will be subject to greater scrutiny by regulators, investors and occupiers. Those slow off the mark will find it difficult to protect and create value.
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White papers*Investing in Dutch mortgages – As safe as houses*
Dutch mortgage loans have become a cornerstone investment for many institutional investors in recent years. With their attractive risk/return profile and long duration, they can act as an appealing alternative to other high-quality fixed-income products.
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White papersWill Inflation Kill Growth?
Inflation is outpacing wages in both Europe and the U.S., households are becoming poorer. How long before they start cutting spending and growth sputters?
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Research ReportReal Estate Convictions: Asset Manager’s view of the European real estate markets
Just when the world was beginning to emerge from two years of health crisis, the Russian invasion of Ukraine has shaken up the economic cards, and the risk of major geopolitical fragmentation of the world has become real. This division between blocks, if it happens, could have an impact over a long period of time.
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White papersEurope: a hot spot in the fast-moving world of data centres
When it comes to data centres, the speed of evolution of the market might be best demonstrated by considering the incredible increase in data used in our everyday lives. Today, more data is created in an hour than was produced in an entire year two decades ago. By 2025, the sum of generated data will eclipse 175 Zettabytes (ZB), up from only 18ZB in 2015.
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White papersFinancing 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 papersRiding 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 ReportPrimonial 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.
