All Europe articles – Page 45
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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.
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White papers‘En-flation’: The heightened risk of inflation in increasingly environmentally conscious economies
As surging energy prices hit the headlines, limited renewable energy infrastructure means that, in the short-term, it is possible countries will shift back towards traditional fossil fuel extraction. Yet, in the medium-term, given rising appreciation for the importance of energy security, there will be a renewed focus and increased public capital allocated to the energy transition.
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White papersFixed Income Amid Inflation
What does the current inflationary environment mean for multi-sector fixed income portfolios?
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White papersSFDR Unpacked: What to Look for in Article 8 and 9 Portfolios
European investors are struggling to understand new rules designed to confirm the environmental, social and governance (ESG) credentials of portfolios. Since regulatory guidelines are vague, asset managers must provide a clear framework to show how their products fit sustainable investing classifications.
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White papersThe Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papersRussia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
The second week of conflict in the Ukraine was marked by additional market volatility. Equities are down across the board. The demand for safe-haven assets temporarily pushed the 10-year Treasury down to 1.7% before it retraced to 1.9% amid rising inflationary pressures. Meanwhile, gold has remained well supported, briefly moving above $2000/ounce.
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Research ReportAEW Monthly Research Report – February 2022
Land take regulations to drive land prices, density & Brownfield developments up.
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Asset Manager NewsCityWave is the first project in Italy certified Platinum by WiredScore
The new CityLife office building has been awarded the highest level recognized by the international certification WiredScore for its digital connectivity and smart technology.
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White papersIf Sanctions Didn’t Stop the War, They Can Still Shape the Peace
After Ukraine’s allies decide how much to ratchet up pressure on Russia, they will face tough choices on how to ratchet down.
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White papersEU policymakers may look to mitigate economic shock
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 papersUnlocking real estate value in the 2020s
Value add investing has evolved through many different business cycles over the last two decades. While buying low, ‘fixing’, and selling high has remained the broad strategy, each period of market dislocation has brought new layers of complexity – and with it, reward, for those with the tools to unlock real estate value.
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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.
