All Europe articles – Page 85
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In Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
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UK real estate market commentary: June 2017
The sharp depreciation in sterling since last year’s Brexit vote has pushed up inflation to almost 3% and cut real incomes and consumer spending. While a lower exchange rate ought to boost exports, UK exports have so far been flat, possibly because foreign buyers are concerned about future tariffs.
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Continental European real estate market commentary: June 2017
The eurozone economy appears to have entered a more robust recovery cycle, as faster growth leads to stronger investment. While Emmanuel Macron’s election as French president has improved business confidence across the region, the key to increasing investment has been the steady fall in industrial spare capacity since 2013 combined with low interest rates.
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Are ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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China-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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Dynamic asset allocation in a changing world
In an uncertain investment climate, where volatility is heightened, managing risk is the key to achieving a successful investment outcome.
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Argentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
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Why the active vs. passive debate is largely moot for European insurers
Insurance companies typically have reasonably static portfolios, which change little from year to year.
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Putting clients first as Brexit begins
The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.
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Asset Manager News
Invesco Real Estate launches third dedicated hotel fund with €179.5m equity and initial seed portfolio
Invesco Real Estate, the global real estate investment manager, announced today the launch of an open-ended fund investing in the pan-European (ex-UK) hotel sector targeting a 6%-7% p.a. gross income return and with an initial equity commitment of €179.5m from 10 institutional investors.
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Asset Manager News
M7 London HQ moves to The Monument Building
M7 Real Estate announces that is has moved into its new office space at The Monument Building, 11 Monument Street, London.
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In Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
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Responsible Investment Quarterly: Q1 2017
Welcome to a new format for our quarterly report. 2017 is shaping up to be an interesting year. In terms of voting, we expect to see a number of areas of focus.
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Asset Manager News
Deka Immobilien purchases logistics portfolio in Germany
As part of a sale and leaseback transaction, Deka Immobilien GmbH has secured a DSV portfolio of three German properties under a purchase agreement.
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In Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
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Emerging market assets: Zoom out and re-focus
Emerging market assets well placed to outperform their developed world counterparts but too much attention is devoted to the short term.
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Expanding the European Universe
Following our Q1 2017 report, we have now doubled our universe of real estate markets from 50 to 100. This expansion is focused on including the 100 most liquid local European markets.
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Asset Manager News
First closing of KGAL’s 4th European Renewable Fund, ESPF4, reflecting strong investor appetite for the sector
KGAL announces the first closing of its core plus European renewable fund ESPF 4. With €255 million of committed equity, the Luxembourg-based SICAV-SIF vehicle has attracted large commitments from four major European institutional investors.