All Europe articles – Page 77
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White papers
Tariffs, sanctions and weak payrolls
Tariffs continue to dominate the headlines and have been joined by sanctions which the US imposed on a number of Russian oligarchs and their businesses.
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White papers
Monthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
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White papers
Replicating OTC FX Market Positions with CME FX Futures
Explore the advantages that CME FX futures offer traditional market practitioners in the OTC FX markets, and how CME FX futures can be used to replicate cost-efficient, manageable synthetic exposure to OTC FX spot, forwards, and swaps.
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White papers
The Greenwich Perspective: A Bright Future for FX Futures
Greenwich Associates recently published a paper assessing the value and viability of FX futures as a proxy to the OTC FX market.
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White papers
Managing currency risk in equity portfolios
This report shows how equity index futures provide a more flexible alternative than cash equity products for managing foreign exchange risks.
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White papers
Equity Index Futures vs. ETFs Total Cost Analysis Tool
This tool is designed to analyze the all-in costs of replicating the S&P 500 by trading equity index futures versus exchange-traded funds.
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White papers
The Big Picture: A Cost Comparison of Futures and ETFs
Analyse the potential cost advantages of E-mini S&P futures as they pertain to your specific investment scenarios.
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White papers
Finding the value hotspots in Europe
With the strong economic recovery in continental Europe, investor interest has followed suit and demand has been strong for core assets in well-connected locations. Value has therefore, on the whole, become harder to find in Europe.
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White papers
Tariffs on, rates up... risk off
Core government bonds were the beneficiaries in a week of ‘risk-off’ trading.
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White papers
Will Geopolitics Fuel Global Volatility?
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile.
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White papers
Eurozone Real Estate Outlook: 1H18
Economic growth was strong during 2H17 and for the year as a whole. The year ended well with robust growth of 0.6% in 4Q17. GDP growth reached an exceptional decade high of 2.5% in 2017 and according to survey data, it seems the eurozone economy got off to a good start this year.
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White papers
European Relative Value Index
As yields on European commercial real estate have tightened to record lows over the last two years, investors are fully justified to question whether direct real estate offers sufficiently attractive returns.
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White papers
The case for Europe: UK investors should look to expand their property exposure onto the Continent to increase their diversification
We at DTZ Investors are forecasting total returns from UK real estate to moderate in the near term and such a market outlook is encouraging an increasing number of traditionally domestic-focused property investors to consider opportunities overseas, with a resurgent Europe closest to home.
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White papers
Infrastructure white paper series: Part 2
This series explores some of the key portfolio considerations of investing into infrastructure. Our first paper focused on the growing area of infrastructure debt. This paper, the second in our series, takes a closer look at how infrastructure returns might perform under various economic scenarios, and in particular in a rising interest rate environment. We use public and private infrastructure indices from 2004-2017 to help inform the analysis.
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White papers
UK Real Estate Outlook: Edition 1H18
The all property total return for UK commercial real estate of 10.3% in 2017 exceeded even the most bullish forecast expectations from the start of the year, and by some margin.
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White papers
How to achieve the UN Sustainable Development Goals through savings and investments
With increasing interest from clients to know how asset managers can help them contribute to the UN SDGs, we take a closer look at some of the strategies that can be deployed to achieve this.
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Asset Manager News
PATRIZIA delivers excellent performance across a stronger pan-European platform in 2017
14% YOY increase in operating income to EUR 82m Operating income in the range of EUR 85-100m expected for 2018, growth of up to 22% Dividend of EUR 0.25 per share or equivalent in shares to be paid to shareholders
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White papers
Opportunity amidst converging returns and shrinking risk premia
In the early months of 2018, economic fundamentals are supportive of another solid year of real estate performance. But monetary conditions are tightening and our central preoccupation persists: how will this affect the risk premium for real estate?
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White papers
Europe Real Estate Market Outlook
Economic growth in the Eurozone consistently beat expectations throughout 2017. Following growth of 0.6% in Q3 and 0.7% in Q4, Eurozone GDP reached 2.5% for 2017, well above the ECB’s forecast of 1.7% at the start of the year. This marks the fastest pace of growth since 2007.
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White papers
Grand 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.