All Europe articles – Page 76
-
White papersFed vs. ECB. Towards a stronger decoupling of monetary policies?
US and European economies both continue to expand but at different paces. While US growth will likely pick up this year, boosted by an expansionist fiscal policy, the Eurozone cycle probably peaked last year.
-
White papersYesterday, bonds were such an easy game to play…
…but now we are back to worrying about inflation, recession and things that tweet in the night.
-
White papersThe inflation pendulum
It’s not good to have too much or too little inflation, but trying to get a huge pendulum the size of the US economy to settle in the middle is very difficult.
-
White papersThe employment enigma: why is there no inflation?
After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.
-
White papersClimbing the wall of worry: why this is the most miserable bull market we’ve ever had
We are nine years into the equities bull market, in what has been a remarkable period for investors.
-
Asset Manager News
KGAL acquires its first commercial real estate in Ireland
Company drives forward internationalisation strategy
-
Asset Manager News
M7 raises €30 million for first dedicated French Fund and acquires seed portfolio
M7 Real Estate announces that it has raised its first dedicated French fund.
-
Asset Manager News
Principal completes acquisition of INTERNOS Global Investors to expand real estate investment capabilities in Europe
Principal Global Investors today announces the completion of the acquisition of INTERNOS Global Investors, the UK-headquartered pan-European real estate investment manager.
-
White papersIn Credit: Three percent… and rising?
As recently as mid-2016, the benchmark 10-year US treasury note had a yield of less than 1.4%.
-
Asset Manager News
KGAL ESPF 4 fund achieves 382 million euros at second closing
KGAL Group wins new international investors
-
White papersECB: dovish tone and calm markets - but flexibility needed with volatility ahead
The overall stance is still broadly accommodative and aims to confirm the consensus view.
-
White papersEconomic and Property Market Review: Q1 2018
The UK economy had a reasonably good start to the year.
-
White papersGlobal Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
-
-
White papersBrexit offers buying opportunity after temporary set-back
Since the Brexit vote in June 2016, the UK has gone from a macroeconomic outperformer to an underperformer due to the extended uncertainty on the final terms of the separation.
-
White papersSparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
-
White papersPotentially a strong year for Asian bonds
In a world where the global interest rate environment is posing greater risks, Asia’s inefficient fixed income markets offer opportunities for flexible investors.
-
White papersRising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
-
White papersGoing global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
-
Asset Manager NewsAustrian Commercial Real Estate Markets Offer Stability and Growth Prospects
The stable growth of the Austrian economy, the brisk demand for lettable area, and a comparatively small-scale supply have ensured
