All Europe articles – Page 37
-
White papers
Uncovering Growth & Innovation in Germany’s Hidden Champions
Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.
-
White papers
European Hotels Checking in for the Recovery
We believe that the recent repricing in European hotels could represent a good opportunity to acquire either core hotels for a long-term hold or value-add projects following a manage-to-core strategy.
-
Asset Manager News
Generali Real Estate awarded three times by MSCI at the European Property Investment Awards 2020
At the annual MSCI UK and European Property Investment Awards, based on the 2020 performance, Generali Real Estate has been recognized as the winner in three categories:
-
White papers
Investment Insights - Closing the funding and income gap
In this current low-yield environment, how can UK defined pension schemes position their portfolios to improve funding levels and cashflows as they continue de-risking?
-
Asset Manager News
KGAL acquires residential development project near Cologne
KGAL Investment Management GmbH & Co. KG has acquired part of the residential complex “Rheintal Quartier” in Wesseling for its new fund KGAL Wohnen Core 3. The section acquired totals 6,218 square metres of rental area and will comprise 101 residential units across four buildings. Completion is scheduled for the fourth quarter of 2023. The seller was weisenburger projekt GmbH.
-
White papers
Europe: 6 reasons for higher inflation and faster growth
Against the spectre of soaring energy prices, labour shortages and supply chain constraints, a question that has arisen in the US has landed firmly on European shores: will inflation continue to rise and how persistent will it be?
-
White papers
Upcoming 2022 Outlook: From European autonomy to strategic sovereignty
The pandemic has highlighted Europe’s dependency on several critical goods, including pharmaceutical products and medical equipment. The European Union found itself temporarily unable to ensure the security of the population because it has outsourced the production of these critical goods.
-
Asset Manager News
PATRIZIA plans to relocate London HQ to landmark hClub building, leading the way in shaping the office of the future
PATRIZIA AG plans to relocate its London HQ from Knightsbridge to the hClub in the heart of London’s vibrant Borough of Camden and its Covent Garden district.
-
White papers
The Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?
Reforming the European fiscal framework would improve the resilience of the Eurozone…provided that fiscal discipline is not abandoned.
-
Asset Manager News
Edmond de Rothschild REIM promotes Ben Tijhuis to Head of Asset Management Benelux
Edmond de Rothschild Real Estate Investment Management has promoted Ben Tijhuis as the Head of Asset Management for its Benelux activities. In this newly created position, he will oversee the execution and development of asset management for all of Edmond de Rothschild’s REIM office and industrial mandates in the region.
-
White papers
Europe: reasons for optimism…and caution
In this paper, investment director Martyn Hole explains why the backdrop for Europe is increasingly positive, but that there are risks that warrant caution.
-
White papers
A mountain to climb? The European Green Deal and alternative real estate investment
In the summer of 2021, Europe experienced a series of extreme-weather emergencies bringing the reality of climate risk to the continent’s doorstep.
-
White papers
Net zero on the menu
In the third article in our EOS Insights series on the social and environmental impacts of the global food system, Joanne Beatty and Dr Emma Berntman look at dietary choices and plant-based menu options.
-
White papers
The case for European Core
Europe offers twin benefits of stable returns with lower volatility and diversification to international investors with a deep opportunity across markets and sectors. Increased weighting towards logistics and residential, despite elevated pricing, ought to “fix” European relative underperformance while further enhancing stability of return.
-
White papers
German election remains open, with an eye on the green transition
Almost certainly, either the SPD – if its recent surge in the polls is to be trusted – or the conservative CDU/CSU will come first in terms of votes and seats, unless the Greens manage an unexpected comeback. However, as has happened in previous elections, no party will secure a majority in the Bundestag by itself. Polls indicate that for the first time a three-party coalition will be required to form a majority government.
-
White papers
ECB’s shy monetary policy turn has started
ECB’s Governing Council have decided on a “moderately lower pace” of PEPP purchases based on an improved inflation outlook amid favorable financing conditions. Quite importantly, the decision was taken unanimously.
-
White papers
Europe’s recovery is booming, but is inflation here to stay?
Mauro Valle, head of fixed income at Generali Investments Partners S.p.A. Società di gestione del risparmio and manager of the GIS Euro Bond fund range, discusses why he is cautious on inflation risk and why the outlook is positive for Italian government bonds.
-
Asset Manager News
Edmond de Rothschild REIM acquires light-industrial asset in Oss, The Netherlands
Edmond de Rothschild Real Estate Investment Management has acquired a light-industrial/logistics asset in a sale and lease back transaction with Meubitrend. The asset is located at Grevelingenmeer 9 in Oss, The Netherlands. The asset is acquired for the Edmond de Rothschild Euro Industrial Real Estate Fund (EIREF).
-
White papers
Europe’s Most Endangered Species
As fiscal “hawks” fade from the scene, the continent’s economic policy is transforming in ways that will boost growth long after the pandemic ends.
-
White papers
The Recovery Can Still Rely on Europe’s Support
While uncertainties around COVID are maintaining the risk-off sentiment, the U.S. 10-year yield jumped after the U.S. retail sales print.