All Europe articles – Page 42
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White papersReal Estate Outlook – Switzerland, Edition 1H22
Investor demand for Swiss property remains strong despite the uncertain macroeconomic environment. We expect the future increase of the Swiss interest rate environment to be gradual. Swiss property investments are likely to remain an attractive alternative to a still low yielding bond market.
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White papersFederated Hermes Sustainable European Equities
In our first Sustainability Report we outline how a combination of bottom-up stock picking and thematic research helps us identify companies built on strong foundations: purposeful, resilient, and innovative, and aligned to at least one of the UN Sustainable Development Goals.
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White papersIdentifying alpha opportunities in sponsored and non-sponsored middle market direct lending
Investors often ask whether lending to private equity sponsored or non-sponsored companies offer the best risk adjusted return potential. It’s an interesting question, as each channel has distinct tradeoffs.
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White papersFloating to safety with senior AAA European asset-backed securities
Rising inflation and interest rates are eroding the value of cash and putting pressure on government and corporate bond yields. We believe investors can help towards protecting their portfolios by reallocating some of their cash holdings to potentially higher-yielding, defensive floating rate securities. Senior AAA European asset-backed securities (ABS) offer a sizeable yield premium for those willing to hold these positions for 6-12 months or longer.
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White papersUkrainian crisis: European banks are resilient
The Russian invasion of Ukraine should not have a material, direct adverse effect on European banks. Only a few European banks have substantive exposures to the Russia/Ukraine/Belarus space, and those exposures do not impact banks’ capacity to service their AT1 capital securities.
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White papers*Commercial real estate debt – A long-term hedge against inflation and more*
There are few go-to investments in public markets today. Bond markets are confronted with a secular rise in inflation and the MSCI World index is trading on a lofty forward price/earnings ratio above 20. Little wonder that more and more institutional investors are looking to private markets for better value.
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White papersReal Estate Outlook – Europe, Edition 1 - 2022
Just as the COVID-19 pandemic appeared to be behind us, a war has started as Ukraine was invaded by Russia. We are not anticipating significant direct impacts on the European property market outside of CEE. However, the indirect impacts of higher energy costs and weakened business confidence may slow the economic recovery.
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White papersThe impact of war in Ukraine should power the push for net zero
Released mere months after COP26 concluded, the latest report from the Intergovernmental Panel on Climate Change (IPCC) makes for a sobering read. The United Nations body has warned the world faces “unavoidable multiple climate hazards over the next two decades”, even if global warming is successfully limited to +1.5°C.
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White papersInflation: a stubborn beast to slay
As the war in Ukraine adds to pressure on prices, investors could be facing a prolonged period of high inflation and may need to adjust their strategies accordingly.
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White papersPrivate credit markets – staying the course
As volatility and uncertainty buffet publicly-traded markets amid headwinds, how can long-term investors safeguard their returns? Major central banks appear out-to raise rates this year, yet floating-rate private credit could offer attractive protection in a period of higher inflation, in our view. Private lenders also proved their mettle to a range of borrowers through the global pandemic, staying the course even as liquid markets briefly dried up.
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Asset Manager NewsGLP Announces €1.2 billion First Close for EIP III, the Third Vintage of its Flagship Pan-European Income Logistics Fund Series
Fund expected to be expanded beyond initial target size of €1.5 billion+ equity on the back of strong investor demand and robust acquisition pipeline.
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People NewsFraser D’Arcy appointed as Head of UK
Milan – Generali Real Estate welcomes Fraser D’Arcy as the new Head of UK, a pivotal role to continue the commitment to the Central London market.
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White papersEuropean Real Estate: The Build-to-Rent Opportunity
Given the sizeable opportunity set, potential for superior long-term risk-adjusted returns, strong diversification benefits and inflation protection, there is a compelling opportunity in European residential real estate.
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White papersQ&A: impact of the Russia-Ukraine conflict on emerging market debt
Russia’s military aggression against Ukraine, which has become Europe’s largest ground war in generations, has impacted millions of people and triggered a large-scale humanitarian crisis as vulnerable Ukrainians take shelter or flee their homes. The intensification and spread of the conflict is deeply troubling and is having a devastating impact on those people caught in the crisis.
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White papersMulti-strategy investing for a new era
Interview with Mauro Ratto, Fund Manager and Chief Investment Officer at Plenisfer Investments – part of the Generali Investments platform, an ecosystem of asset management firms.
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PodcastPAT Cast #2: Why invest in social infrastructure?
Kindergartens, care facilities and fire stations form the backbone of any sustainable community, yet investment opportunities in these assets have often been overlooked. But that picture is changing.
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White papersThe shift from Carbon Emissions to Net Zero Carbon metrics on Portfolio Construction
Climate risk is the biggest challenge humanity has to face in the 21st century, affecting both the biosphere and the economic paradigm that currently underpins it. The latest reports released by the Intergovernmental Panel on Climate Change (IPCC) and the International Energy Agency (IEA) emphasize the urgency to act quickly.
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PodcastThe Investment Podcast: Adding value to high-quality assets in complex situations
As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what does it take to navigate high-quality real estate assets out of complex situations?
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White papersEconomic Scenarios in the Midst of War
Numbing economic sanctions on Russia, the delivery of arms to the government of Ukraine to stiffen resistance, and the remilitarization of Europe mean there is no turning back. The world has now changed and it is a difficult task to sketch with any certainty the economic impact.
