All Europe articles – Page 84
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White papersInvestment takeaways from ECB year-end meeting
ECB growth expectations: The Eurozone is ending 2017 on surprisingly strong footing, resulting in a significant upward revision for GDP growth in 2018 (from 1.8 to 2.3%).
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White papers2018 Economic and Market Outlook: Risk On
Investors will have to work harder, take more risk and get an information edge. Nuveen identifies pockets of opportunity across public and private markets.
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White papersEuropean real estate: three predictions for 2018
The European economy is enjoying strong growth, but with real estate investment markets advanced in the cycle, value is becoming hard to find.
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White papersBack to long-term investing in the age of geopolitical risk
A sunny outlook with cloudy skies. That’s how investors see their current investment prospects.
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White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papersA view on small and mid-cap equities moving towards 2018
The late-recovery is now broadening to all countries in Europe and their GDP components.
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White papersWhat is in store for investors after the German government talks collapse?
There is still a possibility that a coalition will be formed, although it will take time.
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White papersEconomic and Property Market Overview: Q3 2017
The UK economy grew by 0.4% in the third quarter of 2017, following an expansion of 0.3% in Q2. The service sector was the key driver of growth, although other industries such as manufacturing sector also positively contributed to growth during the quarter.
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White papersGenerating social alpha without sacrificing investment returns
In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum. Some of this growth could be a result of the open and proactive attitude to RI among European policymakers and institutions. But impact investment has also soared in popularity as European investors have begun to consider the effects of their invested capital more deeply.
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White papersEuropean social bond strategy
A European credit strategy with an innovative social focus that unlocks the full potential of corporate bonds to deliver both financial and social returns.
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White papersA dovish ECB supports the credit market
What are the main messages coming from October ECB’s conference?
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White papersEuropean renaissance: The case for a selective approach
In our view, the concept of a “European renaissance” reflects the current phase in which multiple positive dynamics are unfolding in Europe.
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White papersHow the ECB’s quantitative easing transformed the European sovereign bond market
On 26 October, the ECB will announce a reduction in the pace of its asset purchases beginning in 2018, with a very likely phase-out of the purchases by the end of the year.
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White papersWhy Catalonia crisis should not trigger a market risk-off
We continue to firmly believe that Catalan independence will not happen.
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White papersEuropean Research Monthly Update: October 2017
The average loan margin in eight key European markets has increased by 35% from 158bp in 1H16 to 242bp in 2H17, according to CBRE’s latest European debt map.
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White papersTracking Down Income in Emerging Markets
Humans use mental maps to make complex problems easier to solve. At the most literal level, we navigate a familiar city using our stored memory of its features. We can reach our objective safely and efficiently because we know the streets and districts, and the hazards and opportunities we may encounter en route. Cities change, of course, but too slowly for our mental maps to let us down.
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White papersEmerging market investing – Why do we do what we do?
Over that time, the philosophy underpinning what we do hasn’t changed. We’ve always been active, always focused on growth and never allowed ourselves to get bogged down in short-term earnings estimates or price targets. Here, we revisit the evidence backing our investment philosophy as we ask ourselves, why do we invest in EM equities in the way that we do?
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White papersWhy multi-asset strategies suit a changeable world
For the past 35 years, a ‘set and forget’ strategic asset allocation has worked well. A typical 60:40 asset mix of equities and bonds had around the same volatility as a pure 100% bond portfolio, but with a better return. It is not likely to be as fruitful moving forward.
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White papersChina’s state-managed overseas expansion
China’s clampdown on overseas acquisitions this year, accompanied by the detention of some high-profile corporate bosses, seemed to confirm the worst about the risks faced by private conglomerates and billionaire tycoons.
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White papersBond Connect opens access to China’s debt markets
Bond Connect is the latest manifestation of China’s gradual opening up of its capital markets to international investors. The pilot scheme, launched by China and Hong Kong in July, gives foreign institutional fund managers a new route to China’s RMB69 trillion ($10 trillion) interbank bond market (CIBM).
