All Europe articles – Page 34
-
White papersEuropean equities are favoured in a fragile earnings outlook
“The greater resilience of profits enabled the European market to remain cheaper than the US one.”
-
White papersUkraine: one year on but no end in sight
After 12 months of fighting further action is needed from the west to prevent a balance-of-payments crisis and to support the reconstruction costs faced by Ukraine
-
White papersNew data hints rate hiking is far from over
Plans for the European Central Bank (ECB) to continue to hike interest rates gain momentum following better-than-expected economic data releases.
-
White papersIPM – Edition March 2023
2023 started with optimism for private markets. The eurozone allayed fears and grew slightly in 4Q22, while the US economy maintained a good pace of expansion. Warm weather curbed energy use in Europe and natural gas tanks remained close to full.
-
White papersStagflation Haze
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
-
PodcastThe Investment Podcast: European High Yield – changing perceptions
To what extent do European High Yield markets represent good value at the moment and is now an attractive entry point?
-
White papersDecarbonising the built environment
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
-
White papersMonthly Research Report: February 2023
Average Quality Returns Not Consistenly Higher Than Prime
-
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
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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”
-
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.
