All Europe articles – Page 33
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White papers
Inflation in Turkey could very well reach 50% and more in the coming months
Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the end of the tunnel!
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White papers
The journey back to zero real rates
Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history. We have to go back to the 1970s to find similar levels, and only a handful of past examples since WWII can be used as reference points.
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White papers
Keeping up with our Investment Outlook for 2022
2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase and face the challenge of retuning to normality: fiscal and monetary policies will tighten up at a time when the growth/inflation mix is becoming more challenging and there is much less room for manoeuvre in terms of policy.
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White papers
European strategic sovereignty must be an investment opportunity
The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to impose one’ standards and to create global leaders in tomorrow’s ecosystems. This political objective must be founded on economic reality and will first require new investment momentum in Europe.
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White papers
Real assets: An alternative way to hedge inflation risk
As inflation soars to levels not seen in years, the costs of hedging against it via traditional liquid market securities are becoming prohibitively expensive. Real assets might offer institutional investors a better option, argues Luke Layfield.
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Asset Manager News
Bouwinvest raises €836 million in capital, welcomes 10 new clients in 2021
Bouwinvest Real Estate Investors raised €836 million in capital in 2021 and welcomed 10 new clients, including pension fund Notariaat and Centramed.
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White papers
What does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
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Video
A village in the sky
Brussels regards The Louise, designed by architects André and Jean Polak between 1963-1965, as part of its architectural heritage.
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White papers
Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets
Geopolitical dimension of the crisis: tensions stand at their highest point in years, after Moscow deployed 100,000 troops to its border with the Ukraine’s Donbas region. The geopolitical risk between Russia and the West remains deadlocked since Russia’s 2014 annexation of Ukraine’s Crimea peninsula and the consequent Western sanctions to Russia.
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People News
GARBE expands into Spain and recruits Sven Schoel as Managing Director
GARBE continues its European expansion. In Spain, the company will invest in residential and logistics properties with a focus on the metropolitan areas of Madrid, Barcelona, Málaga and Valencia.
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White papers
Thought Leadership: Transformation in the property markets
Sustainable transformation of their real estate holdings is right at the top of the agenda for institutional property investors in Europe. Given growing pressure from European as well as national and local regulations to improve the sustainability of property stock, 68 per cent of the 150 real estate companies surveyed across the three largest European economies by Union Investment for its investment climate study are responding primarily by investing in sustainable refurbishment of their portfolios.
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Asset Manager News
ASR Dutch Mobility Office Fund nominated for GRESB-BREEAM Award 2022
ASR Dutch Mobility Office Fund’s commitment to sustainability has been rewarded with a nomination for the GRESB-BREEAM Award 2022 in the category Responsible Investment Small Portfolio.
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White papers
Infrastructure debt: The future is green
Sustainability and the energy transition have certainly remained at the forefront of government and public agendas, despite the pandemic. This is particularly true in Europe. It is also true that we’re seeing an increasing emphasis on ESG from institutional investors.
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White papers
Investment Climate II/2021: Transformation in the property markets
Sustainable transformation of their real estate holdings is right at the top of the agenda for institutional property investors in Europe.
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White papers
Choice Overload participation and asset Allocation in French savings Plans
This paper employs administrative data from one of the largest plan providers in France to investigate the role of plan and default characteristics in affecting whether employees participate in the plan and whether they accept its default investment option.
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Asset Manager News
M7 agrees sale of Mokotow Plaza in Warsaw
M7 Real Estate (“M7”), the pan-European investor and asset manager specialising in multi-tenanted properties, announces that it has sold Mokotow Plaza, a Grade A office building in the Mokotow Business District of Warsaw, Poland, to FLE GmbH on behalf of the M7 Polish Active Fund (“M7 POLAF” or the “Fund”).
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White papers
The year ahead for loans: Favourable dynamics, but can it continue?
For European loans, 2021 was a standout year in many ways. Record new-loan issuance was met with equally robust demand from traditional loan investors and asset allocators, looking for relatively high and stable yield, while the drive towards sustainability has been both prominent and purposeful. In this piece we present our outlook for the key drivers in the European loan market in 2022.
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White papers
Solving for a Year of Inflections
The Solving for 2022 delegates voted on what they think will be this year’s best-performing investment category—and here’s why we think they are right.
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White papers
Winners of the Italian Recovery Plan (With or Without Draghi)
Which sectors stand to benefit the most from Italy’s Recovery and Resilience Plan, and what impact, if any, will the country’s next president have on efforts to implement the plan?
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Asset Manager News
Edmond de Rothschild REIM acquires industrial properties in Baden-Baden and Elmenhorst
Edmond de Rothschild Real Estate Investment Management (Edmond de Rothschild REIM) has acquired two commercial properties in Germany for its Edmond de Rothschild Euro Industrial Real Estate Fund (EIREF).