All Europe articles – Page 48
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Asset Manager NewsUrban household growth in Europe is now three times the rate of population growth, says Greystar
Driven by the ‘three gears’ of population growth, urbanisation and household formation. Further analysis suggests market renters will overtake mortgage owners by 2024.
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White papersEurope, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps?
There are many pitfalls looming. Some concern China, the United States and Europe, while others are more targeted, notably on China or on the relationship between China and the United States. Some traps concern geopolitics (the Thucydides trap, the Kindleberger trap, the Herodotus trap, the Tacitus trap, the Chamberlain - Daladier trap and the cold war trap), while others deal with purely economic issues (the middle-income trap, the inflation trap, the stagflation trap and the debt trap).
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White papersEuropean Real Estate Research Quarterly - November 2020
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
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White papersFrance Outlook
In Q3 France posted a major surprise, with its 18.2% QoQ rise in GDP beating both consensus and our expectations, and leaving the French economy only about 4.0% below pre-Covid levels. But with the second wave and the new lockdown taking a toll on activity and sentiment, we now expect a new contraction of 3.3% QoQ in Q4. This will be followed by a slow and uneven recovery, which will reach full traction only from Q2 2021, when we assume restrictions will be fully lifted. In the meantime, a ‘stop and go’ process may take place, making the recovery path bumpier and more uncertain.
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White papersNavigating the path to net zero: An interview with Jill Rutter
There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.
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White papersBonds that are not really binding
Should the €2,800 billion in sovereign bonds or the equivalent* that are on the European Central Bank’s balance sheet be treated just like any other bonds? This question, which has come up regularly over the past several months, is far from being of mere academic interest.
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White papersBrexit Means Brexit: But What Could that Mean for Portfolios?
As of the 31st of January of this year, Brexit went into effect per the vote cast on the 23rd of June back in 2016. With the added element of the COVID-19 pandemic and its associated economic implications, how should global investors be thinking in our view as we approach 2021?
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White papersMarket Perspectives A (temporary) Covid ‘leg down’
The rise in new Covid-19 cases and renewed lockdowns across Europe are casting long shadows over the economic recovery and markets.
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White papersBaidu case study
Baidu has put in place a robust corporate structure and measures to protect the privacy of users’ data. EOS continues to engage with the company on investor expectations around AI ethics and content governance.
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Asset Manager NewsResidential Tower ‘Norra Tornen’ in Stockholm wins the International Highrise Award 2020
The final of the International Highrise Award (IHP) 2020 has been decided: The winner of the competition for the world’s most innovative high-rise is the ‘Norra Tornen’ twin towers project in Stockholm/Sweden designed by the Office for Metropolitan Architecture (OMA) in Rotterdam. The prize comes with 50,000 euros and a statuette created by internationally renowned artist Thomas Demand.
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Asset Manager NewsPATRIZIA acquires residential development in Sweden for EUR 100m
PATRIZIA AG, a leading partner for global real assets, has acquired a residential development project in Malmö, Sweden, in the attractive suburb of Hyllie from Slättö, a real estate fund manager specialising in the Swedish market, for approx. EUR 100 million.
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Research ReportThe future of offices - The COIMA Perspective October 2020
COIMA expects remote working to become a more structural component of corporates’ organizational frameworks, albeit with varying degrees across different sectors.
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Asset Manager NewsPATRIZIA buys two-unit Dutch logistics scheme for around EUR 65 million
PATRIZIA AG, a leading partner for global real assets, has acquired a two-asset logistics scheme in Veghel, The Netherlands, on behalf of its institutional clients for around EUR 65 million from Next Level Real Estate; a renowned logistics developer in the Netherlands.
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White papersCoronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent.
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White papersECB QE Monitor - October 2020
The ECB’s balance sheet is now equivalent to 56% of euro area GDP compared to 39% at the start of the year.
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Asset Manager NewsOrchard Street secures planning for carbon neutral South East industrial distribution hub
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, announces that it has received planning permission from Surrey Heath Borough Council to re-develop a site within the Albany Park Industrial Estate into a 48,406 sq ft purpose-built and operationally carbon-neutral industrial and warehouse scheme.
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White papersA home for impact investing
More than any other sector, the built environment shapes people’s lives. We discuss why real estate is a natural home for impact investing, the requirements of a successful impact investment programme and why opportunities in Europe need international and local solutions.
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Asset Manager NewsPGIM Real Estate Acquires An Italian Logistics Portfolio
PGIM Real Estate has acquired a logistics portfolio in Italy, on behalf of an institutional investor as part of their European Core/Core Plus investment program; the portfolio consists of three warehouse properties located in greater Rome and Northern Italy.
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White papersGreen bonds alone won’t get us to Paris: we need firm-level action
A new paper by the Bank of International Settlements (BIS) argues that if we are to accelerate the decarbonisation of the economy, the focus needs to move from behaviour at the green-project level to that of individual companies.
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White papersThe Decisive Eye - A strategic bulletin on issues and opportunities in European real assets
The average smartphone puts more computing power in our pockets than was available to the Apollo XI moon landing only fifty years ago. The pace of change is astonishing and continues to accelerate.
