All Europe articles – Page 48
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Thematics: Eurozone government bonds, a supportive mix of remarkable funding progress and ECB QE still to come
Funding progress looked quite encouraging at July end for Eurozone government bonds, as roughly 80% of estimated yearly net issuance have been placed, mostly (more than 50%) in just four months, between April and July. Putting remaining supply in perspectives with ECB flows, the technical picture for EZ government bonds looks friendly to the current environment of low core yields and subsequent, persisting search for carry.
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Thematics: Back to school, back to politics?
The macro-economic backdrop has improved, albeit at a slower pace more recently. The European response to the crisis has further strengthened investor sentiment. However, the political picture has changed over the summer in the US and deteriorated in emerging markets.
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Growth versus Value: Balancing the Risks
Across Europe, measures implemented to contain the Covid-19 pandemic are being gradually lifted. The infection rates on the continent show different dynamics with some exceptions. At the same time, the capital markets are recovering. Therefore, we are currently at the crossroads between crisis and recovery.
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Sustainable mythbusting
Getting the facts straight on sustainable index investing investing
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Real Estate Outlook – Europe, Edition 3 – 2020
Continuing impacts of COVID-19, but for how long?
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Italy’s Bank Tax: It’s Hard to Please Everyone All of the Time
The Italian government’s unexpected announcement raises doubts in investors’ minds about their market friendliness and about Italian banks’ vulnerability to future political meddling.
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European Real Estate Research Quarterly
In the midst of a pandemic, some European real estate sectors are thriving, and should emerge stronger in the end, while others are merely surviving. The Barings Real Estate team weighs in on the shifting opportunity set—and why the overall outlook remains positive.
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Asset Manager News
GLP Announces Completion Of First Ever Development Verified As Net Zero Carbon For Construction In Line With The UKGBC Framework
GLP, investor and developer of logistics warehouses and distribution parks, today announces that it has delivered the first net zero carbon development to be officially verified as Net Zero carbon for construction in line with the UKGBC Net Zero Carbon Buildings Framework Definition.
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UK Offices “The Future of Offices Post Covid-19”
The current Covid-19 crisis and lockdown raises existential questions for many businesses over their corporate office requirements. With many companies forced to learn first-hand of the benefits (and disadvantages) of ‘flexible’ home-working, what role can offices play in the future?
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European equities: accelerating the digital revolution
The coronavirus crisis has fast-tracked the global economy’s digital transition, as the pandemic has encouraged the uptake of virtual solutions across different industries.
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Asset Manager News
Survey of investors: Coronavirus crisis causing significant changes in investment strategies
The coronavirus crisis has led to a significant shift in the investment strategies of institutional real estate investors. “Lower risk, lower return” is the mantra of the moment. 58 per cent of the 150 professional investors in Germany, France and the UK surveyed by Union Investment for its investment climate study are currently pursuing such a strategy.
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Asset Manager News
Coronavirus: 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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Asset Manager News
Welcome to a new high yield universe
The prevalence of ‘fallen angels’ has changed the composition of the European HY market. So how might we go about navigating it?
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Asset Manager News
KGAL buys €250m Perlach Plaza development in Munich from CONCRETE Capital/BHB
The acquisition was made on behalf of a KGAL-managed AIF and is a club deal with three institutional investors. The sellers are the project‘s developers, CONCRETE Capital and BHB Bauträger GmbH Bayern. The €250m euro development is located on the east side of Munich and comprises around 30,000 square meters of hotel, retail, student living space plus more than 100 private rental apartments.
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European Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
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European Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
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A Strategic Investment Case for Core European Property
COVID-19 has devastated global economies, challenging existing paradigms for investors attempting to navigate uncertain times. While identifying investment opportunities is challenging given the dislocation to the economy and capital markets, we examine key attributes of core European real estate and ascertain that a strategic case can be made for its consideration in long-term investment portfolios.
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Asset Manager News
Deka Immobilien acquires prestigious office property in Paris
Deka Immobilien has acquired an office property in Paris for EUR 165 million. The seller was the real estate fund Encore+ managed by LaSalle Investment Management. The property will be added to the portfolio of the open-ended real estate fund WestInvest ImmoValue, which is intended for institutional investors.
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Using the EU taxonomy as a guide to sustainable recovery
The current COVID-19 induced economic crisis offers companies a unique chance for genuine transformation.
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Aligning index-linked investing with the ‘Paris’ goals
More and more, investors in index-linked strategies are looking for portfolios of companies reducing their carbon footprint and avoiding companies with fossil fuel revenues or production. In accordance with EU aims for sustainable finance, strategies are now being adjusted to two new indices that are aligned with the ‘Paris’ goals. Isabelle Bourcier explains.*