All Europe articles – Page 83
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White papersAsset Allocation Update: What will upset the Goldilocks environment?
How to identify the future political and monetary policy events that will dominate market discussions is critical. It is our job to filter out noise and determine what signposts, events or issues are truly meaningful in terms of their potential impact on markets. This feels particularly pertinent at present, when the broad global macroeconomic environment can be characterised as ‘Goldilocks like’, with decent global growth and only gentle rises in inflation
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White papersContinental Europe Real Estate Market Outlook: September 2017
The populism movement appeared to be gaining momentum across the developed world earlier this year, but the Dutch and French election outcomes suggest that the Eurozone has taken a different turn. Even in Italy, where a lagging economic performance and general election next year offer the potential for an upheaval, sentiment is slowly improving.
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White papersEuropean Office Market
The recovery in Europe is showing little sign of running out of steam. Economic sentiment is on an upwards trend, while the provision of financial stimulus continues, balancing out the remaining uncertainty around European elections.
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White papersMagnify: The opportunity in European logistics
Investor interest in the European logistics sector continues to rise, in part due to the relatively attractive yields on offer compared to other sectors.
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Asset Manager NewsAEW agrees new lease with Furniture Village at Bath Road Central, Slough
AEW has agreed a new lease with British furniture retailer Furniture Village, which is expanding its office space at the Bath Road Central business park in Slough by 3,726 sq ft. The retailer will occupy a total of 10,926 sq ft at 258 Bath Road Central on an unexpired term of 10 years.
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White papersIn Credit: Abenomics 2.0
It was a mixed week for core government bonds with yields rising in Europe and the US, but falling in the UK and largely unchanged in Japan where Shinzo Abe won a large majority in last weekend’s general election. This victory leaves the road clear for more ultra-easy monetary policy in an economy that is growing but has so far failed to produce much in the way of inflation (Nationwide core CPI = 0.0% y/y).
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Asset Manager News
AEW and Natixis Asset Management complete third close for SELF II bringing commitments to over €500 million
Two appointments to real estate debt team support further platform growth
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White papersWill ECB Tapering Trigger Market Tantrum?
The European Central Bank is widely expected to announce a winding down of its quantitative easing program on October 26. Though investors are nervous, the ECB is doing a good job preparing markets for the change.
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White papersIn Credit: The calm after the storms?
Core bond yields were flat in Japan, a touch wider in the UK and lower in the US and Europe last week. The International Monetary Fund raised its global GDP forecast marginally to 3.6% for 2017 ( 0.1%) and 3.7% for 2018, driven largely by an improved outlook in the US, Europe, Japan and China.
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White papersThe German yield curve is steeper than its US counterpart and this will amplify
Since April, the German yield curve is steeper than its US counterpart (considering the spread between the 10y. and the 2y. yields). This has not been so often the case since the creation of the Eurozone.
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White papersIn Credit: Corporate bond spreads tighten to post GFC lows
It was a fairly astonishing week in terms of news, though core bond markets were not much moved after the sell-off of recent weeks. Firstly in Europe, the ever-present issue of political cohesion was on the agenda again.
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White papersCatalonia crisis: Limited impact on European financial assets
“We expect the volatility on bonds generated by the Catalonia crisis to be short lived”
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White papersGerman Elections: Investment views
The prospects for the German economy will not change dramatically, although there will be a moderate fiscal stimulus.
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White papersLogistics: the logical next step
Logistics was the most attractive sector in our last quarterly report, triggering this closer look at the broader European markets with a special focus on a new big data application and the post-Brexit UK market.
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Asset Manager News
Deka Immobilien sells office portfolio in the Netherlands
Deka Immobilien has sold the “Liv-Portfolio” in the Netherlands for around EUR 360 million.
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White papersWhat higher bond yields may mean for corporate bond valuations
Both US and European credit markets have delivered a fairly positive yearto- date performance; supported by falling political risk, excess returns versus underlying government bonds proved to be particularly strong for EUR corporate bonds in the second quarter.
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Asset Manager News
M7 purchases €142.9 million of Dutch assets for M7 EREIP IV
M7 Real Estate announces that it has invested a further €142.9 million in 34 office assets throughout the Netherlands on behalf of M7 European Real Estate Investment Partners IV.
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White papersElection in Germany: Continuity...but mind a few details
The polls predict a clear victory for Angela Merkel’s CDU/CSU but several government coalition scenarios are possible.
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White papersCross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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White papersInvestment Talks: ECB on hold, but more details on what's next
The perspective of a turnaround in monetary policy is not going to vanish, and the tapering topic will be back probably sooner than later.
