All Europe articles – Page 86
-
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.
-
White papersCatalonia crisis: Limited impact on European financial assets
“We expect the volatility on bonds generated by the Catalonia crisis to be short lived”
-
White papersGerman Elections: Investment views
The prospects for the German economy will not change dramatically, although there will be a moderate fiscal stimulus.
-
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.
-
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.
-
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.
-
White papersCross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
-
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.
-
White papersResponsible Investment Quarterly: Q2 2017
The second quarter of any year is a busy period in responsible investment, but this year more than ever.
-
White papersWhy we are counting every woman
The financial services industry should be known as one where women can have long, successful and highly rewarding careers and we are encouraged by the fact that companies across the European financial services markets now have gender diversity on the agenda.
-
White papersThe economic implications of the US withdrawal from the Paris Agreement
When the US withdrew from the historic Paris Agreement in June, it drew criticism from around the world.
-
White papersThe outcome of Brexit matters for the UK’s balance of payments
Ben Rodriguez argues that Brexit could have a significant impact on the UK’s balance of payments, which would, in turn, influence returns from UK assets.
-
White papersInsights from an asset allocation veteran
We’re about eight years into the current bull market and from the very lows of the bottom of the financial crisis, the S&P 500 has nearly quadrupled.
-
White papersConcentrated long-short investing to achieve absolute return
Lower future equity market returns are expected to increase the importance of alpha in portfolios.
-
White papersAsia’s ‘great moderation’ holds promise for equities
Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.
-
Asset Manager NewsOrchard Street serves an ace with acquisition of David Lloyd health, fitness & racquets club
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, announces the freehold acquisition of a David Lloyd Leisure health, fitness and racquets club located in Newbury, Berkshire for £17.6 million. The transaction, made on behalf of a pension fund client, was structured as a sale and leaseback agreement with the tenant, and reflects a net initial yield of 4.5%.
-
White papersReal estate investors in Europe see no rise in returns before 2019
Only one in four real estate investors in Europe believes that the current market cycle will peak soon and that the initial rate of return on real estate will start to rise again.
-
White papersPatrizia European City Ranking
In today’s world are not about countries. In a globalising and urbanising world they are about regions or cities.
-
White papersDisruptive change leads to opportunity
Any form of uncertainty is disruptive. The hung parliament result of the June general election, with no party obtaining a majority, created renewed doubt at a time when the electorate needed strong leadership and direction to navigate the complicated process of Brexit.
-
White papersIn Credit: Monetary policy on (Jackson) hold?
The annual Jackson Hole symposium left the market with little new information about central bank policy intentions in either the US or Europe.
