All Europe articles – Page 53
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White papersTracking ECB’s Communication: Perspectives And Implications For Financial Markets
This article assesses the communication of the European Central Bank (ECB) using Natural Language Processing (NLP) techniques. We show the evolution of discourse over time and capture the main themes of interest for the central bank that go beyond its traditional mandate of maintaining price stability, enlightening main concerns and themes of discussion among board members.
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White papersMario Draghi: Deus Ex Machina or Knight of the Apocalypse?
The Future of Italy and Implications for Europe.
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White papersDistressed Debt: The Opportunities Surfacing in COVID’s Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
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White papersCan Draghi’s Europe Catch up With Biden’s America?
A rise in U.S. retail sales showed that fiscal stimulus is working and keeping shoppers in the driver’s seat. In Europe, smaller fiscal support and tighter restrictions have weighed on consumer spending but investment and export growth point to a stronger second half of 2021.
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White papersThe latest evolution of distress language in CLO documentation
With greater flexibility afforded to the manager, what can debt investors reasonably expect from changes made to documentation for collateralised loan obligations (CLOs)?
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White papersBank bonds and the uncertainty principle: why financial analysts must look outside the box
Bank bond analysts could once ply their craft among the two well-defined research fields of macro-economics and financial accounts. But, as Fiorino discovers, understanding financial institution fixed income securities now requires analysis that stretches across traditional boundaries of knowledge.
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White papersHow Will Europe Tackle the Biggest Question of the Year?
Besides the rollout of vaccines that will save us from life inside four walls, we will know how governments want to handle the bill of the pandemic.
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Asset Manager NewsGenerali Real Estate acquires Kotva department store in Prague
Prague - Generali Real Estate has acquired the Kotva department store on behalf of the pan-european fund “Generali Real Estate Asset Repositioning S.A.” (GREAR) - a fund dedicated to value add strategies in all the major European countries - from the real estate company PSN.
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White papersThe Green Transition: Implications of the European Recovery Plan
Despite questions over financing the European Union’s (EU’s) new Green Deal, the green transition is now under way. The implications for bond investors are clear and urgent.
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Asset Manager NewsOrchard Street completes first letting at West London’s greenest industrial estate
Airbox to take c. 20,000 sq ft at carbon neutral A+ rated Communication Park in Feltham, following its redevelopment
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White papersFuture financial footprints: Europe takes next steps on sustainable legs
Almost three years since the European Commission put its sustainability plan into action – and amid a second tranche of proposed reforms for the 2020-25 period – we examine the journey to date and map out the most promising routes ahead to reach the High Level Expert Group on Sustainable Finance (HLEG) destinations.
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Asset Manager NewsInvestor survey: Pandemic redefines office investment landscape
European real estate investors are rethinking their office property strategies in the wake of the coronavirus pandemic. While the old mantra of location, location, location still holds true, a shift towards core, core, core is apparent in the current situation.
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White papersEU Outlook Brighter, but Watch the News in Rome
Expect answers next week on whether Italy can form a new government. Elsewhere, U.S. earnings are on track to show Q4 growth, illustrating that the recovery remained intact, and risks to China’s outlook have emerged with the resurgence in COVID cases.
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White papersSet to grow: The rise of the European multifamily sector
Real estate investor interest for European multifamily assets has been growing continuously in the last decade. In our view, resilient income-driven performance, supported by strong occupier market fundamentals and long-term socio-demographic trends, will continue to fuel the rise of this asset class in the coming years.
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White papersBlowing smoke and fogging mirrors: why the European auto sector is a long way from Paris
In an in-depth report, our Responsibility Office and EOS at Federated Hermes examines European auto firms’ progress in transforming their businesses to Paris-Alignment.
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White papersSupply vs demand of EMU EGB in 2021
Euro area sovereign debt issuance vs. ECB purchase dynamics look favourable in 2021. On the supply side, net issuance should decrease vs 2020, thanks to lower aggregated numbers of budget deficits, incoming support from EU funds, and for some countries, the use of increased cash accounts and higher bond redemptions.
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White papersThe greenness of the EU budget: implications for fixed income and industry
The EU’s significant budget allocations to address the climate crisis supports the decarbonisation of the economy whilst also securing the permanence of sustainable fixed income.
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White papersBuilding affordable communities makes good business sense
The real estate industry must foster affordability or see further European cities make policy interventions
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Asset Manager NewsSteady growth path: Union Investment completes real estate transactions worth EUR 4.1 billion
Union Investment has continued to deliver reliable growth despite a challenging investment environment. In an exceptional year dominated by the pandemic, the Hamburg-based real estate investment manager invested around EUR 4.1 billion in the European commercial real estate markets in 2020, securing a total of 62 high-quality properties or projects for its real estate funds through a combination of single-property and portfolio deals.
