All Europe articles – Page 56
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White papersMulti-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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White papersEuropean 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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White papersEurope 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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White papersWhat 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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White papersMulti-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 NewsKGAL ESPF 4 Fund invests in wind power in Norway
KGAL signs a share purchase agreement for two wind development projects
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White papersFrom 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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White papersResearch 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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White papersCore 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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White papersEurope 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 NewsPATRIZIA 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 NewsPATRIZIA 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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White papersThe Solvency Sharpe Ratio: Strategic Asset Allocation for Insurers
New approaches to Strategic Asset Allocation for increasingly complex insurance balance sheets.
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White papersCredit 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.
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White papersTime For A Flight To Cyclical Value In European Equity
When we look fundamentally at the risks and rewards in equity markets for 2020, we find that value o ffers better opportunities than growth as implied expectations are lower and therefore more attractive for value at this point. The performance of value vs growth has been on a downward trend for a long time, almost 13 years. In our view, the rotation towards value that started in September 2019 is likely to continue in 2020.
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White papersQuality is key in a slow economy
The outlook for Europe’s high yield market was getting darker as we moved into 2019. Third quarter earnings reports at the end of 2018 had mostly missed expectations, industrial activity was slowing and world markets had just suffered a sharp sell-off. Like most others, we were expecting returns for 2019 to be only moderately positive or even flat.
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White papersIdentifying 2020’s successful challengers
Europe is still growing, if slower than expected. And so, looking ahead, there are exciting opportunities – for example in challenger brands or new business models disrupting the old guard.
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Asset Manager NewsUnion Investment and Generali Real Estate signed the agreement to acquire the Puerto Venecia shopping resort in Zaragoza
Shopping centre and retail park with combined rental area of 120,000 m2 and 19 million visitors a year
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Asset Manager NewsCORESTATE expands its institutional housing funds: New building project “Quartier Kreuzstraße” purchased in Leipzig-Mitte
Institutional fund with at least 4% yield distribution/year Three revitalization properties and two new buildings in a popular central location in Leipzig Energy-efficient building meets high KfW criteria and corresponds to CORESTATE’s ESG strategy Total investment volume of over EUR 57 million Undiminished demand for residential investments among institutional ...
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White papersFixed Expense Investing
Low and even negative yields have turned some fixed income investing into “fixed expense” investing—but there are still good reasons to hold negative-yielding bonds.
