All Europe articles – Page 79
-
White papersItaly: Troubled waters and complex challenges ahead but no Italexit on the roadmap!
In just a few days, investors have shifted from perhaps excessive complacency to excess pessimism about Italian politics.
-
Asset Manager NewsWarburg-HIH Invest Acquires Local Convenience Centre in Bielefeld
Warburg-HIH Invest Real Estate just acquired a fully occupied local convenience centre
-
White papersItaly: Fundamentals are the compass amid political twists
A new Government: After three months of deadlock, 5Star Movement and the League agreed on a redesigned Government formation.
-
White papersPolitical Event Risk Raises Stakes for Sudden Price Moves
Major political event risk, ranging from elections in Mexico, Brazil and the U.S., to Brexit and NAFTA negotiations, could swing equity, bond, FX and ags markets.
-
White papersFrance: Significant promises kept, but the most crucial reforms will take time
One year on from his election victory the French president has already lived up to some of his campaign promises, most visibly regarding labour market regulation and taxation, actions that have generally been welcomed by international financial commentators.
-
White papersIn Credit: Value returns to corporate bonds?
After a couple of weeks of stabilisation, US bond yields headed higher again and traded through 3% at the 10-year maturity point.
-
White papersStrong relative value in Belgium and the Netherlands
Direct property is relatively more attractive in Belgium than in the Netherlands according to our Direct European Real Estate Relative Value Index.
-
White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
-
White papersUp and coming: seizing opportunities in London’s emerging locations
Investors able to spot developing trends and create fit-for-purpose assets in London’s emerging locations could generate enhanced returns.
-
White papersGlobal Real Estate Summary: Edition 2 2018
The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors looking to alternatives and value-add to boost returns.
-
White papersItaly towards new elections
On May 27th, the designated Prime Minister Giuseppe Conte gave up his mandate to form a Government.
-
Asset Manager NewsWarburg-HIH Anticipates Sustained Capital Inflows in German Office Investment Markets
The positive economic parameters and high investment pressure ensure that the brisk activity on Germany’s real estate investment
-
White papersEuro-Dollar Caught in a Fiscal-Monetary Tug-of-War
The exchange rate between the euro and U.S. dollar has been trading in a narrow range for the past eight months due to monetary and fiscal policies on both sides of the Atlantic pulling in opposite directions.
-
White papersItalian political transition following unclear paths. Wise to wait and see
The political situation in Italy is still uncertain, with some indication, but no formal appointment of the Prime Minister. We may witness a somewhat unusual state of affairs over the next few days, a sort of “technical government” of no parliamentary extraction, subject to a political contract.
-
White papersItaly on watch list
Political uncertainty in Italy remains high. The probability of a Government formed between the 5Star Movement (M5S) and the League (the most voted party in the centre right coalition) has increased in recent days, but the process of government formation is not straightforward.
-
-
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.
