All Europe articles – Page 33
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White papersA downturn is ahead, but pinpointing when and where is the real question
Around this time last year we expected high yield markets to rebound after an August reboot. However, as at the end of October we were looking at our global high yield benchmark losing 15% from the start of 2022. Against this, we did correctly predict that the global yield market would outperform gilts and sterling credit, and that emerging market debt would be a key area of weakness, delivering returns well below the US and European regions.
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White papersPensions investment outlook 2023: New realities, big decisions
Pension fund investors have endured a roller coaster two years. After a strong 2021, 2022 saw record losses on sovereign bonds and a major correction in equities.
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Asset Manager NewsParis beats London to top spot as most attractive European city for residential investors
The ‘City of Light’ tops PATRIZIA’S ranking of 142 European cities, with London and Berlin also performing strongly.
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White papersWhy It’s About to Get Even More Complicated From Here
This year’s choices were hardly simple, but economic policymakers in China, Europe and the United States face much trickier decisions in 2023.
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Asset Manager NewsGenerali Real Estate grows in Barcelona with the acquisition of Portal del Angel, 40 from Medcap Real Estate
Madrid - Generali Real Estate has completed the acquisition of Portal del Angel, 40 building, a historical office and high-street asset in Barcelona, on behalf of the pan-European fund “Generali Core High Street Retail Fund” (GCHSR), managed by Generali Real Estate S.p.A Società di gestione del risparmio and reserved for professional investors. The seller of the asset is a subsidiary of the de Andres Puyol family, Medcap Real Estate.
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White papersReal estate living: A key opportunity of the next cycle?
While living sectors are not immune to the impact of rising interest rates, long-term rental growth prospects remain attractive. Housing is a fundamental need, and the UK’s housing shortage is palpable. Current pressure on yields could therefore create a key buying opportunity.
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Asset Manager NewsPATRIZIA flagship fund, PanEuropean, reaches EUR 1 billion GAV milestone following acquisition of French logistics portfolio
PanEuropean reached this milestone following the acquisition of three logistics assets in France on behalf of its institutional clients.
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PodcastZero emission ferries and battery power technology
With climate change being one of the most pressing challenges of our time coupled with the energy crisis currently plaguing Europe there is a clear need for both the strengthening of energy security and an increase in renewable sources of energy.
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White papersHawkish surprise from the ECB
At its December meeting, the ECB hiked rates by 50bp, to 2.0% (deposit rate). The Bank delivered a very hawkish statement. Inflation remains the main concern and top priority.
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Asset Manager NewsGenerali Real Estate grows its portfolio in Frankfurt with the completion of two office buildings acquisitions
Generali Real Estate strengthens its presence in the Frankfurt real estate market, with the completion of the acquisitions of two important office and commercial assets, both on behalf of the pan-European fund “Generali Europe Income Holding” (GEIH), managed by Generali Real Estate S.p.A Società di gestione del risparmio and reserved for professional investors: the k26 building, in Frankfurt’s banking district, and the 10tral building, in the heart of the city center.
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White papersSlotting into Ireland’s ‘coolest neighbourhood’
In an increasingly competitive investment market, ‘cool’ can rule.
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White papersImpact of Rising Inflation on European Logistics Real Estate: Q3 2022
RECORD HIGH INFLATION IN THE EUROZONE: Europe, much like other parts of the world, is grappling with inflation levels not seen since the oil shocks of the 70s.
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Asset Manager NewsUnion Investment and GARBE acquire Logistics Real Estate Portfolio in Italy
Union Investment and GARBE Industrial Real Estate GmbH (“GARBE”) jointly acquired a portfolio consisting of two new logistics buildings with a combined effective floor area of around 137,600 square metres in Italy from “HEVF 2 Italy A” fund invested by Hines, global real estate investment, development and property manager, and managed by Prelios SGR via an off-market transaction.
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White papers2023 Outlook: European energy demand picture could spell milder recession
Energy remains a key factor in Europe’s shorter-term economic and stock market performance, and while the region remains on the brink of recession, there are signs the downturn may not be as deep as feared in the immediate aftermath of Russia’s invasion of Ukraine.
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White papersThe case for alternatives in uncertain markets
Investor demand for alternative real estate sectors in Europe continues to remain at record levels. Sectors once viewed as niche have established themselves as part of well diversified real estate portfolios, with specialised strategies such as student accommodation, build-to- rent, life sciences and healthcare now regularly featured among the top of investor’s sectoral wish-lists.
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White papersOutlook 2022: European real estate
We plot out our expectations for real estate next year and beyond, including why the asset class is pivotal in the fight against climate change, and how investors can turn that in their favour.
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White papersRecent developments do not change our expectations for the Russia-Ukraine war
The war in Ukraine will continue to dictate Europe’s prospects in 2023. It will shape local and EU politics, energy security, industrial policy, and international relations. In this article, we outline our expectations for the next phase of the war and offer an optimistic prospect for peace negotiations to lead to a cessation of hostilities in the second half of the year.
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White papersEuropean fixed income: the difficult equation if the energy crisis persists
Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices. The combination of a new regime of higher energy prices and persistent expansionary fiscal policy could lead to a debt supply shock and persistent inflationary pressures.
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White papersWhen fiscal policy puts the European institutions under pressure
“The new governance proposed by the Commission goes in the right direction, but risks of failing are high.”
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White papersA reset for European real estate is underway
2023 could be a golden vintage for property investors
