All Europe articles – Page 77
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White papersGrand Paris project: beyond the CBD office investment opportunities
Paris is the largest economy amongst the EU28 NUTS 2 level regions and the economic impact of the €26 billion Grand Paris project is expected to generate $29 billion of net new money to the local economic supply chain. This compares favourably to other worldwide infrastructure development projects.
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White papersColin Moore: Absence (of market volatility) made the heart grow fonder
Investors loved the markets while volatility was absent, but now it is back it should be a salutary reminder that it is part and parcel of investing.
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White papersNeil Robson: Technology and demographic trends in 2018
The pace of technological change is one of the key themes of recent years, and many believe it has now grown to such a point that many believe the sector is overvalued.
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White papersThe Case for European Long Lease Real Estate: Contributing to More Certain Investment Outcomes
In today’s low yield world, high quality assets generating predictable income streams with inflation-linked uplifts are highly prized by investors.
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White papersThe UK Property Paradox: Both Cheap and Expensive
Real estate prices follow a cycle driven by a broad range of inter-related factors in occupier, development and lending markets as well as in the broader economy. An understanding of the cycle is especially important in a long-run asset class such as real estate.
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White papersCities of the Future: Europe
Given its nature as a long-term asset class, it is important that real estate investors have an understanding of structural drivers of growth and major shifts in the sources of growth. The rising importance of the knowledge-based economy is one such shift that is of considerable importance for the outlook for city office markets.
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White papersGerry Frewin: Generating a consistent income from bricks and mortar in 2018
The UK market has continued to benefit from sustained investor in-flows.
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White papersIn Credit: A journey beginning with a single step?
The long journey to policy normalisation in Europe began last week with a barely perceptible step.
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White papersECB: Still dovish, but fixed income investors should be ready for a new phase
What are your views on ECB policy going forward?
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White papersReaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papersAsset Allocation Update: New year, evolving views, same growth aims
As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.
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White papersResponsible Investment Quarterly: Q4 2017
On the heels of two good years in the bond market, the best days for fixed income are likely behind us.
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White papersUK industrial property – A safe haven?
The industrial sector makes up a relatively small, but growing, part of the UK’s commercial property market. Once dominated by manufacturing, the increasing importance of distribution has transformed the sector over the past 20 years, and investors have increasingly focused on efficient supply chains and the requirements of online retailing as the major drivers behind growth and future development.
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Asset Manager News
Barings acquires Karstadt’s main German logistics facility for approximately €90 million from M7 Real Estate
Barings Real Estate announces that it has acquired a 184,000 sq m logistics asset in Germany for approximately €90 million from a joint venture between a U.S. investor and M7 Real Estate, the pan-European real estate investor and asset manager.
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Asset Manager News
M7 grows Hungarian assets under management to €89.3 million with acquisition of €80 million of assets in 2017
M7 Real Estate announces that it has completed the acquisition of 12 assets through four transactions for a total of €80.1 million in 2017.
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White papersComplex Italian election outcome should not threaten the positive European story
The electoral outcome (the very positive result of Five Star Movement, now the largest party, and of the Lega Nord in the center right coalition) was not priced by the market.
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White papersValue Investing - A Contrarian Bet Within European equities
When investors structure and diversify their equity portfolios, a key reference is the value/growth style framework that has dominated the fund industry for decades. Once target allocations are set, investors then select the funds offering the most appropriate risk and reward characteristics. When investors evaluate individual funds, it is only natural that one consideration is historical performance against a benchmark or a peer group, where funds are compared to others with a similar style.
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White papersValue Investing – A Contrarian Bet Within European Equities
When investors structure and diversify their equity portfolios, a key reference is the value/growth style framework that has dominated the fund industry for decades. Once target allocations are set, investors then select the funds offering the most appropriate risk and reward characteristics.
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Asset Manager NewsWarburg-HIH Invest buys office building in Düsseldorf’s Airport City
Warburg-HIH Invest Real Estate (Warburg-HIH Invest) has acquired an office building in Düsseldorf’s Airport City
