All Europe articles – Page 54
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Brexit Still Weighs On GBP, But The Situation On Rates And Equity Could Normalise
Now that the United Kingdom is officially out of the EU, a new phase has opened up, during which UK officials will have to negotiate a trade deal with the EU to avoid a ‘Brexit cliff edge’ at the end of 2020. The available time span is short, but an agreement is possible on either a trade deal, another extension or some mixture of the two.
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Turkey: Inflation And Monetary Policy
January’s inflation report and last inflation figures: The Governor of the CBRT debriefed last week on the first inflation report of the year January inflation figure released at 12.15% yoy, higher than in December (11.84%). The rise in housing, electricity and energy were the main drivers pf this increase. ...
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Blog: Sustainable investing in Europe: Why putting a label on it really matters
The labels that independently certify sustainable investment strategies in Europe are by no means new – in fact, they have multiplied and been expanded in recent years. Cynics may view such labels as bureaucratic meddling that adds unwanted hassle and cost. Far from it.
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Asset Manager News
PATRIZIA partners with leading European PropTech VC firm
PATRIZIA AG, the global partner for pan-European real estate investment, enters a partnership with pioneering PropTech VC Pi Labs and has participated in Pi Labs’ third fund which will invest in early stage PropTech start-ups across Europe.
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Investment Phazer Update: downward trend is confirmed
While in the short term we do expect some temporary relief coming from positive economic surprises and supportive news on the trade front (should coronavirus impact be limited), on a medium-term horizon our economic scenario confirms the fragility of the profit cycle.
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Asset Manager News
Deka Immobilien continues to grow
· A good start to the year: Net sales already at about EUR 1 billion in January 2020
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Multi-Asset Class Income Fund Introduction
In this short video, Joe Mc Donnell, Head of Portfolio Solutions & Portfolio Manager for Multi Asset Income looks at some of the themes driving demand for income as well as supply challenges in meeting this need. Joe outlines Neuberger Berman’s approach to generating a consistent income through diversified multi asset class portfolios.
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European property: a rare source of yield
In Europe, the real estate market is one of the few potentially fertile hunting grounds for long-term investors in search of attractive yields.
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Europe needs new approach to escape economic malaise
With monetary policy seemingly reaching the limits of its effectiveness, another approach is required for the continent to avoid ‘Japanification’. We believe a focus on productive sustainable investment could not only stimulate growth, but also bring about social and environmental benefits
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What Can German Equity Investors Expect in the Months Ahead?
While the phase one U.S.-China trade deal may provide a near-term boost for German equities, there are a number of risks on the horizon that could introduce volatility in the months ahead—making stock selection as important as ever.
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Multi-asset allocation views: Uncertainty clouds the outlook for European assets
Sunil Krishnan considers whether Europe can break out of its economic malaise and the factors investors should watch out for in 2020.
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Asset Manager News
KGAL ESPF 4 Fund invests in wind power in Norway
KGAL signs a share purchase agreement for two wind development projects
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From trend to norm - Real estate investment and sustainability
As lawmakers, investors and tenants continue to raise the bar in terms of their expectations, integrated sustainability strategies have become an essential part of real estate investment management and a key to maintaining the value of these investments.
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Research Blast - The logistics of Christmas – January 2020
Christmas in Europe is increasingly going online – the enduring question is: can distributors cope?
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Core Matters - Germany’s fading shine
The investment case for Germany is dwindling. Following the GFC, Germany’s annual growth outperformed the rest of the euro area in from 2010 to 2017 by 1.2 pp on average. That said, in 2018 German growth underperformed and is expected to do so also in 2019 and 2020.
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Europe At An Economic Policy Crossroads
On an international scale, Europe is struggling to establish itself, in particular against the two giants, the United States and China. The European Union (EU) must therefore be strengthened at all levels: political/ diplomatic, security/defence, financial architecture, development of high technologies, financing of the energy transition, etc.
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People News
PATRIZIA hires new Head of Asset Management South-West Europe
PATRIZIA AG, the global partner for pan-European real estate investment, announces it has appointed Alberto González de las Heras as its new Head of Asset Management South-West Europe. Based at the PATRIZIA Madrid office, González de las Heras now oversees the asset management for France, Italy, Portugal and Spain, with responsibility for managing around EUR 4.55 billion in assets.
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Asset Manager News
PATRIZIA adds residential property to HafenCity
The architecture firms selected to help PATRIZIA develop two prime sites in the Hamburg HafenCity project have been announced.
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The Solvency Sharpe Ratio: Strategic Asset Allocation for Insurers
New approaches to Strategic Asset Allocation for increasingly complex insurance balance sheets.
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Credit selectivity at the fore in European high yield bond and senior loan investing
The European leveraged finance market is recognised for its potential to offer a compelling income advantage versus other, more traditional fixed income asset classes. Current market factors such as low default rates for speculative-grade debt and further stimulus from the European Central Bank are expected to continue to lend support to this asset class, which has enjoyed strong performance in 2019. Still, a prudent perspective would view the market as standing on relatively fragile ground in a period of low yields, lackluster economic activity and weakening growth outlook.