All Europe articles – Page 34
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Asset Manager NewsGARBE Industrial Real Estate Grows in Europe while Expanding its Fund Business
New offices opened in Italy, France, Spain, enlarged footprint in the UK Assets under management increase to c. 9.5 billion euros Transaction volume totals 1.2 billion euros Property development pipeline in Europe swells to 2.7 billion euros ESG efforts: potential for up to 6 million square metres of PV ...
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White papersHow might the Ukraine crisis affect commercial real estate markets?
Our experts expect the direct implications of the Russian invasion of Ukraine to be modest. We explain why.
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White papersPositioning Liquid Credit Portfolios For Rising Rates & Inflation
Martin Horne, Head of Global Public Fixed Income, discusses how to mitigate the risk of rising rates and inflation, touching on the potential benefits of floating rate assets and short-duration strategies.
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White papersSolvency II review to strengthen insurance sector
Now awaiting passage into law is a major review of the 2016 Solvency II regulation governing the solvency capital requirements (SCR) of European insurers. The amendments proposed by the European Commission (EC) and the European Insurance and Occupational Pensions Authority (EIOPA) are intended to ensure the insurance sector remains fully resilient to future market shocks.
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White papersKeeping up With Demand
In this piece from Infrastructure Investor, Pieter Welman talks about institutional investors’ growing interest in infrastructure debt and touches on how the market has evolved over the past decade.
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White papersMacroeconomic Picture - March 2022
The Russia/Ukraine crisis is pushing the regime shift one step further with more severe economic implications for some regions, in this case Europe because of its energy dependence and geographic proximity.
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White papersThe evolution of the European mortgage market
Residential mortgage markets in the UK and Europe are undergoing a period of transformation as new funding models emerge and new players enter the mix, following in the footsteps of the Dutch mortgage market. Long-term institutional capital, in search of attractive returns and diversification potential, is playing an increasingly important role, with the entry of innovative, non-bank lending platforms helping to disrupt the status quo and create a more diversified lending landscape.
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White papersRussia’s Invasion: Eurozone Recovery Delayed but not Derailed
The economic impact of Russia’s invasion constitutes a clear negative supply shock for the euro area that creates a dilemma for policymakers. On the one hand, higher energy prices will hit economic activity, reduce confidence and damage trade and financial links. On the other hand, the conflict will raise inflation for firms and households.
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Research ReportPrimonial Reim Germany Convictions
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.
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White papersInvestment opportunities in communication infrastructure
Digital connectivity and infrastructure are key to innovation & education
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Asset Manager NewsSwiss Life - Insights: March 2022
The Swiss Life Asset Managers’ European Thematic Cities Index (TCI) compares European cities across the five Cs. It identifies those most likely to be resilient in the face of unrelenting structural change as well as their individual strengths and weaknesses. We translate the five Cs into city specific themes that resilient cities will need.
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White papersReal Estate House View - Europe 2022
The ongoing demand for real estate has in recent years turned former niche sectors (logistics, healthcare) into pioneers, and we are hearing of new ones such as life science, data centres and self-storage.
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Asset Manager NewsCopenhagen leads the way for student housing investments
PATRIZIA is moving strongly into the student accommodation market with recent purchases of assets in Copenhagen, Hamburg and Dublin. The company is also investigating opportunities in Italy, Spain and the Netherlands.
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White papersWhy banks get butterflies when fintechs have wings
Fiorino begins a short series of articles examining how mainstream banks and insurers are faring as a flurry of start-up enterprises disturb the competitive atmosphere…
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White papersOrigin Asset Management: Updated on Russia and Ukraine
Ex-Russia, Emerging Markets (EM) equities are holding their own versus the rest of the world, having markedly outperformed since late 2021.
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White papersPreferreds and capital securities: Credit and market updates on Ukraine
Russia’s invasion of Ukraine will have an impact on financial markets and heighten volatility among other things as sanctions get stepped up and Russia no doubt hits back somehow against them.
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White papersRussia/Ukraine conflict: A sustained market impact?
After weeks of build-up and intelligence warnings, Russia launched a full-scale invasion of Ukraine, unleashing what may end up being the largest European conflict since World War II. The United States, Europe and NATO allies have condemned the move and responded with economic sanctions.
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Asset Manager NewsPATRIZIA FY 2021 trading statement: Continued growth in business activity despite Covid-19 pandemic – fourth consecutive increase in dividends
PATRIZIA SE delivered continued growth against key performance indicators and expanded its real assets investment management platform during FY 2021.
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White papersFive questions on asset-backed securities
David Favier, senior portfolio manager of European ABS strategies, reflects on the impact of the pandemic and the outlook for 2022.
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White papersRussia-Ukraine escalation adds to the case for additional protection
The investment landscape has become riskier. The escalation in geopolitical tensions between Russia and Ukraine, with Russian military forces entering the Donbas region, adds to the uncertainty regarding central bank actions to fight inflationary pressures.
