All Europe articles – Page 42
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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. ...
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Asset Manager NewsIFM GIF has increased its stake in Flughafen Wien Aktiengesellschaft
Airports Group Europe S.à r.l. (“Airports Group Europe”), an indirect subsidiary of IFM Global Infrastructure Fund (“IFM GIF”), has acquired additional shares in Vienna Airport (Flughafen Wien Aktiengesellschaft) through on-market share purchases.
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White papersThe impact of the Ukraine crisis on climate change
There are no doubt multiple factors that led to Russia’s decision to invade Ukraine. One was likely to have been a calculation that European dependence on Russian fossil fuels – particularly gas – would limit the severity of any resulting sanctions on Russia from the West.
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White papersFixing the Internet, One Tweet at a Time
The likelihood that the E.U.’s Digital Markets and Digital Services Acts achieve their aims, and significantly alter the status quo for major internet companies, remains low.
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Asset Manager NewsNuveen Real Estate launches its first pan-European debt strategy
Nuveen Real Estate, one of the largest investment managers in the world, has completed the first close of its fourth debt strategy in the European commercial real estate debt series, having secured c. €150 million in initial commitments.
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White papersThe coming real estate renovation wave – and what it means for investors
In our first View from Private Markets newsletter we set out Federated Hermes’ approach to financing the carbon transition in commercial property.
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White papersA well-founded pension fund uptake in central clearing
Pension funds play an important role in the financial industry and the lives of European pensioners. Regulatory changes such as the mandatory clearing of over-the-counter financial instruments (OTC IRS) and the increase in capital requirements for banks pose major challenges for European pension funds.
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White papersIs ‘quality’ a shield against inflation?
During the 3Q 2021 earnings calls, many companies raised a ‘red flag’ for inflation. An industry study by Bank of America Global Research assessed the number of times ‘inflation’ was mentioned by European businesses on these calls.
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White papersEurope’s investment outlook clouded by Ukraine, inflation shocks
The recovery in Eurozone economies from the COVID-19 pandemic has given way to concerns about inflation, higher interest rates and the impact of the war in Ukraine. Reliance on Russian oil and gas has highlighted Europe’s energy security concerns and delivered significant increases in living costs to households.
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White papersUkraine: the blackest of black swan events
When Russian tanks crossed Ukraine’s border early on February 24, it took the world by surprise. United States intelligence had been warning of the increasing dangers of an invasion, but few in the markets took the threat seriously, so when it happened, it was, in finance jargon, a black swan event. Mahdi Mokrane gives his view of the business impact.
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White papersAsset Class Return Forecasts - Q2 2022
The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
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White papersOur Net Zero Carbon Pathway
There is no doubt that commercial real estate is entering a period of transition, one in which sustainability and commercial performance will become synonymous. The sustainability credentials of assets and funds will be subject to greater scrutiny by regulators, investors and occupiers. Those slow off the mark will find it difficult to protect and create value.
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White papers*Investing in Dutch mortgages – As safe as houses*
Dutch mortgage loans have become a cornerstone investment for many institutional investors in recent years. With their attractive risk/return profile and long duration, they can act as an appealing alternative to other high-quality fixed-income products.
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White papersWill Inflation Kill Growth?
Inflation is outpacing wages in both Europe and the U.S., households are becoming poorer. How long before they start cutting spending and growth sputters?
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Research ReportReal Estate Convictions: Asset Manager’s view of the European real estate markets
Just when the world was beginning to emerge from two years of health crisis, the Russian invasion of Ukraine has shaken up the economic cards, and the risk of major geopolitical fragmentation of the world has become real. This division between blocks, if it happens, could have an impact over a long period of time.
