All Europe articles – Page 90
-
White papersUK 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.
-
White papersContinental 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.
-
White papersAre ‘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.
-
White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
-
White papers
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.
-
White papersDynamic 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.
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papersWhy 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.
-
White papersPutting 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.
-
White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
-
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.
-
White papersIn Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
-
-
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.
-
White papers
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.
-
White papers
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.
-
White papersIn Credit: Loose lips sink ships
Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.
-
White papersThe European residential opportunity
Why It Is Now The Right Time To Execute A European Residential Strategy
-
White papers
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.
-
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.
