All Europe articles – Page 39
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White papersGas rationing impact on European economy
Russian gas flows to Europe are at a record low level as capacity from Nord Stream 1 has failed to resume fully due to additional maintenance. Gas prices in Europe have jumped again, while EU nations rushed to agree on a coordinated reduction of approximately 15% of gas demand (with country differences) to ensure sufficient gas storage before winter.
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White papersCan “Friendshoring” Replace the G-20?
Any vision of closer commercial integration among U.S. allies and partners must be as inclusive as possible.
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Asset Manager NewsHeitman Invests in Largest Irish Self-Storage Platform
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced an investment in U Store It, an Irish and Northern Irish self-storage business with six existing locations across four cities: Dublin, Belfast, Cork, and Waterford.
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White papersTowards a new set of fiscal rules in Europe: an investor view
In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between monetary and budgetary policies. This use of fiscal space should also help manage investors’ expectations, in order to minimise the risk of ‘sunspot equilibria’, where investors’ beliefs cause prices to diverge from fundamentals.
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White papersPrecautionary Liquidity and Retirement Saving
There is a large debate on the optimal degree of savings’ liquidity in retirement systems. Liquid retirement savings allow people to flexibly respond to life events such as income shocks but can also lead to undersaving.
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White papersTowards new fiscal rules in Europe
After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central Banks committing to tame inflation, puts the delicate fiscal and monetary equilibrium under the spotlight. When facing a higher inflationary regime, we call for a new set of fiscal rules designed to overcome the limits of the old overly rigid one size-fits-all framework.
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White papersFarewell, Forward Guidance
The ECB went big, ending the era of negative rates by raising interest rates 50bps. The central bank is focused on ensuring an even transmission of monetary policy and unveiled its new anti-fragmentation tool.
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White papersECB meeting: larger-than-expected rate hike, with new fragmentation tool outlined
What is your take on the July ECB meeting and what could the next steps be?
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White papersAmundi Pension Funds Letter n°15
As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere established customs and trends seem less secure. One could say that this period of transition has been ongoing for some time. But in 2022, a new phase clearly unfolded, one unique to our times, but at the same time also hugely familiar. A phase where everything takes on a geopolitical slant.
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People NewsGLP Taps Former Microsoft Executive Jennifer Weitzel to Lead Global Data Center Platform
GLP today announced the appointment of Jennifer Weitzel as President, Global Data Center Business. In her role, Jennifer will directly lead strategy, growth and operations of GLP’s data center business commencing across Japan, Europe and the Americas and partner with GLP’s IDC team in China to establish a leading global business within the data center space.
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Asset Manager NewsGARBE Completes First Closing for its New Pan-European Logistics Fund, Acquires Seed Portfolio for over 650 Million Euros
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading specialists for logistics and industrial properties in Germany and elsewhere in Europe, raised approximately 400 million euros in equity among German and international investors for its investment fund, “GARBE Logistics Real Estate Fund Plus III” (“GLIF+III”).
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White papersEnergy Fuels European Inflation & Rate Fears
U.S. labor demand remains strong but has likely passed the peak imbalance with supply, while the Fed has reaffirmed its prioritization of inflation over growth. Elsewhere, talks of greater hikes by the ECB followed inflation surprises in Europe. All eyes are on U.S. CPI next week.
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White papersNatural capital preservation and loan investment: financing positive impact, supporting sustainability
Natural capital preservation can only be achieved through better use of water, waste and energy. Effective management of each of these areas is needed to preserve a world with biological diversity and a stable climate. They are the core pillars of the health and sustainability of our planet.
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White papersThe ECB’s Trilemma
Are we seeing the start of another eurozone crisis, or can the ECB fashion an effective tool to manage volatile southern European bond spreads?
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White papersEuropean Logistics Reaching a Turning Point
The ECB has signaled a 25-50 bps rate hike in July and September as on the back of the on-going Ukraine conflict, inflation has continued to move up. Depending on the country, European government bonds have spiked by 100-200 bps over the last three months. These higher bond yields will impact on logistics markets as measured by our new Jun-22 base case and downside scenarios.
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White papersResponsible Investment Quarterly - Q1 2022
Welcome to the newly designed Responsible Investment Quarterly. Over a number of years we have developed the publication to showcase Columbia Threadneedle Investment’s responsible investment (RI) capabilities across Europe, Asia and the US. In this new incarnation we wanted to focus more on the RI research embedded within our investment process, and how it supports and furthers our investment approach across the globe.
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White papersFocus on Spain: macroeconomic projections and fixed income view
Under our scenario and assumptions, Spanish GDP is projected to grow at 4.2% in 2022, moving below 2% in 2023, significantly below Banco de España projections for 2023 and 2024 at 2.8% and 2.6%, respectively, as we expect the current environment of higher energy and gas prices and high inflation to negatively affect consumers, companies and activity.
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Asset Manager NewsPATRIZIA completes first close of new EUR 100 million Sustainable Future Ventures VC Fund
PATRIZIA SE has completed the first close of a new EUR 100 million venture capital fund “Sustainable Future Ventures” (SFV).
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White papersReal Estate Outlook – Europe, Edition 2 - 2022
For many years, the main argument in defense of ever-lower property yields was that the spread over fixed income yields remained comfortably above historic levels. This is no longer the case, with the spread between government bond yields and prime office yields now below their long-term average in every major market.
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White papersFrench elections results open a phase of political gridlock
The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic. Financial markets do not seem to be concerned in the short term, but the absence of a clear policy stance could have consequences in the medium term. ...
