All Europe articles – Page 32
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White papersDecarbonising the built environment
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
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White papersMonthly Research Report: February 2023
Average Quality Returns Not Consistenly Higher Than Prime
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White papersPrivate debt: aligning investment needs with the means to deliver
An asset class that is now a core part of institutional portfolios, Mercer’s Private Debt offering combines expertise and opportunities to deliver amid a complex macro environment
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White papersEconomies recover against backdrop of growing confidence
Business activity in the UK, Eurozone and Japan has been more resilient than initially expected this month, suggesting economies may escape a more severe recession.
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White papersLaSalle Investment Management – insights into value investing in Europe
Our insight report into value investing in Europe highlights the importance of expertise and experience in investing in today’s real estate markets, which are characterised by an abundance of unmeasurable uncertainty over quantifiable risk.
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White papersGreen growth, degrowth or a-growth: What’s behind the new models proposed for sustainable economies?
The universe may be expanding but the earth and its resources are finite. This thought taps at the shoulders of investors seeking to run responsible portfolios. We want growth that drives economies and allows companies to flourish, but we are increasingly aware that for growth to be sustainable it must be consistent with planetary boundaries.
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White papersReal Estate Convictions: Asset Manager’s View of the European Real Estate Markets
2022 saw a more pronounced than expected global slowdown, due to Russia’s invasion of Ukraine, rising inflation, a tightening of financial conditions and the persistence of the Covid-19 pandemic in China.
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White papersReal estate market dislocation looms but opportunities remain for investors
Market dislocation is looming for the real estate industry as a result of higher debt costs compounded with steeper capital requirements to meet green credentials required by legislation and demanded by investors.
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White papersSchroders Global Real Estate Lens February 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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VideoInsurance Market Outlook
In this video interview, Gilles Drukier, Head of EMEA Insurance Solutions and Niall O’Sullivan Chief Investment Officer, Multi-Asset Strategies EMEA discuss the outlook for 2023 across asset classes and consider what the implications of this could be for European insurers.
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White papersInsurance Asset Allocation in the New Regime
After a year in which fixed income yields and capital market assumptions adjusted dramatically to a new regime, we believe it’s an opportune time to re-think insurance asset allocation.
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White papersItaly: where prudence meets potential
Italy’s large dependence on Russian gas and other commodity imports left it vulnerable to the war in Ukraine.
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White papersWhy and what if inflation falls faster than expected?
”As fiscal support should wane, this could lead to lower inflation pressures in the second half of 2023 and to a faster decline in inflation”
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White papersHoming in on income growth potential in real estate
Real estate markets may have entered a new phase in the cycle as revaluations play out. Yet positive structural drivers continue to underpin several subsectors. As such, we believe prospects for income and growth remain robust in the medium term.
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Asset Manager NewsEdmond De Rothschild REIM Continues To Grow Its Pan-European Real Estate Debt Platform
Edmond de Rothschild Real Estate Investment Management (EdR REIM) significantly exceeded the EUR 300m capital raising target for the first vintage of its pan-European real estate debt platform.
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Asset Manager NewsFirst German participant joins ASR Dutch Mobility Office Fund with € 58 million investment
a.s.r. real estate has entered the German market with the ASR Dutch Mobility Office Fund. A German investment platform has invested € 58 million in the fund. Besides this investment, another € 150 million has been raised since 2021.
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White papersEuropean leveraged loans: Defensive against rising rates and uncertainty?
2022 represented the end of the more than decade-long bull run and the impact for European loans was a dislocation to yields of c.10%. For long-term investors, we believe this provides an interesting investment opportunity for a senior secured defensive asset class with typically higher risk-adjusted returns than comparable credit risk asset classes.
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White papersECB-inspired rally risks going too far
The European Central Bank raised its key policy interest rates by half a percentage point, lifting the deposit rate to 2.5%, and said it intended to deliver a similar rate rise in March because of underlying inflation pressures. It also gave details of how it will reduce its balance sheet. For corporate bonds, it plans to tilt reinvestments more strongly towards issuers with a better climate performance.
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Asset Manager NewsGARBE PYRAMID-MAP: Record-Level Demand Keeps Driving up European Logistics Rents
Despite the various geopolitical crises, the demand for space in logistics properties remained extremely robust in 2022. On many submarkets in Europe, strong demand coincides with a short floor space supply.
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White papersReal Estate: Preserving Value
There was a definite air of positivity in European real estate markets in January and February 2022.
