All Europe articles – Page 88
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White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
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White papersResponsible 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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White papersIn 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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White papersExpanding 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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UK real estate market commentary: March 2017
The vote to leave the EU has generated different responses from UK business and consumers. Despite the Bank of England’s cut in interest rates and other measures, business investment fell in 2016 and companies have become more cautious about recruitment.
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Continental European real estate market commentary: March 2017
The vote to leave the EU has generated different responses from UK business and consumers. Despite the Bank of England’s cut in interest rates and other measures, business investment fell in 2016 and companies have become more cautious about recruitment.
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White papersIn Credit: Loose lips sink ships
Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.
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White papersThe European residential opportunity
Why It Is Now The Right Time To Execute A European Residential Strategy
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Why reflation is about much more than Donald Trump
Donald Trump’s unexpected victory in the US presidential election last year prompted much market excitement about the birth of the ‘reflation trade,’ based on the former reality TV star’s plans to cut taxes and spend lavishly on America’s crumbling infrastructure.
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White papersThe long unwinding road of quantitative easing
The reasons for using QE and its effectiveness have been argued at length and this article aims not to discuss whether or not QE has worked, but to look at the likely next steps of central banks and how these could impact markets.
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White papersWhat will end the search for yield?
The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.
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White papersGo for consistency of returns, not spectacular returns
Colin Moore (Global Chief Investment Officer) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever.
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White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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White papersIn Credit: Government lifeline for Venetian banking gondola
It was a quiet week for core government bond markets with yields broadly unchanged.
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White papersAsset Allocation Update: UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.
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White papersMarket Insights: Retail Outlook 2017
The outlook for the retail sector will be mixed. Economic and political events are expected to weaken consumer confidence and retail spend, while technological advances will continue to change the dynamics of the sector.
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White papersIn Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
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White papersElection Result 2017: What will it mean for UK property
Just when the Prime Minister was on the cusp of seizing control and proceeding with her version of Brexit the electorate fought back, as the outcome of the surprise snap election, intended to strengthen Theresa May’s Brexit negotiating hand, embarrassingly backfired.
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White papersIn Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
