All Europe articles – Page 5
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White papersEU election results and French politics
The 2024 European Parliament elections took place between 6 and 9 June 2024. The results indicate that the centrist parties should be able to form a working coalition. The European People’s Party (EPP) increased its parliamentary seats. At the same time, parties such as Identity and Democracy (ID) and European Conservatives and Reformists (ECR) with far-right credentials also gained seats.
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White papersEuropean Industrials: A Hotbed of Growth for Equity Investors
Today’s industrial business models offer surprising sources of consistent earnings growth.
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White papersThe snap election could put QE losses back in focus
Back in 2021, when the Bank of England (BoE) announced the end of quantitative easing (QE) and the beginning of quantitative tightening (QT), few commentators understood how out of kilter the Bank’s balance sheet had become compared to central bank norms. The result has been losses on the BoE bond portfolios that dwarf those of other central banks.
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White papersCredit where credit is due
During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio
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White papersThe ECB initiates rate cuts after a long gap
“The ECB avoided any surprises for the markets as it reduced policy rates amid decelerating inflation, which could boost appetite for European fixed income.”
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White papersHigh yield: once again doing what it says on the tin
In investing, where trends can shift rapidly and market conditions are ever-changing, the allure of fixed income was that it did what it said on the tin: stable and reliable returns. The global financial crisis (GFC), however, saw a transformation of the landscape marked by falling and persistently low interest rates and, subsequently, yields. Suddenly fixed income wasn’t so reliable. But with that movement in reverse, we believe bonds could be a safer bet than equities over the next few years.
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White papersEuropean Real Estate: An Uneven Path Ahead
Downward price pressures are easing in the European real estate market. The timing of recoveries in pricing by geographies and sectors likely will occur in line with variations in real estate debt refinancing funding gaps and long-term growth drivers. The Barings Real Estate team discusses how this is shaping investment opportunities.
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White papersEuropean Logistics: Why Now
Why European Logistics? During the previous property cycle, the European logistics sector emerged as a standout performer, driven by robust fundamentals and enduring demand trends.
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White papersHigh yield structured credit: Ripe conditions within the European market
What is attracting investors to high yield structured credit?
Structured credit has grown considerably over the last few years. The trends propelling the asset class are long-term with investors potentially able to capture equity-like returns from the asset class. Capital at risk. -
Asset Manager NewsRetail Attractiveness Index: European retail markets rebound after pandemic
The positive trend in European retail markets is becoming more entrenched. The signs of recovery that emerged in the first quarter of 2023 gained in strength and breadth in Q2 2023. This upward trend then continued in the majority of countries in the first quarter of 2024.
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White papersCyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
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VideoMeet the European direct private debt team
SME management teams generally have a stronger “affectio societatis” and are truly motivated to make a sustainable impact with their companies, say the direct private debt team at Generali Asset Management in this new video.
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White papersGreen and Sustainable Bonds: Five Key Questions
With strong sustainable EU initiatives, plus the conclusion of the hiking cycle, attractive carry in interest rate curves, and the likelihood of lower interest rates amid evolving monetary policies, the outlook for green and sustainable bonds is promising, explain the portfolio managers of the Generali Investments SICAV (GIS) SRI Euro Green Bond subfund.
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White papersPositives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papersCorporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
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White papersTargeting the ‘Next Gen’ tourism market is the future of hospitality
‘Next Generation’ travellers in the under-40 age cohort make up the largest group of guests in Europe’s hospitality market and are rapidly catching up with their older peers in terms of total spend on nights away. Yet these younger tourists have been under-serviced for European hotel choices that meet their appetite for modern, affordable accommodation that combines authentic local experiences with environmental responsibility.
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White papersEurope’s emerging alternative sectors
When Harrison Street entered Europe in 2015, alternative sectors like Purpose-Built Student Accommodation (PBSA) and Build-to-Rent (BTR) were considered niche real estate asset classes.
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Asset Manager NewsActis Announces Launch Of Connectis Tower Brand And Management Team
Actis, a leading global investor in sustainable infrastructure, has announced that the macro tower portfolio acquired from Telekom Srbija in January 2024 will be launched under the brand Connectis Tower.
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White papersDiversified approach in focus
“Multi-asset investing may help access attractive bond yields while also exploring opportunities from a resilient economic outlook, in particular in European equities.”
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White papersPlastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste
Scaling up seaweed-based biopolymers, major investments is chemical recycling and the ratification of a European law to reduce packaging waste are among the developments covered in this issue of Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
