All Europe articles – Page 90
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White papers
[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.
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Real estate: beating the benchmark blues
During a sustained period of strong performance for real estate assets, an investment strategy based on mimicking the benchmark paid off handsomely. But as we move into an altogether more challenging period, this approach will no longer reap the same rewards, argues Chris Urwin.
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Challenging outlook for UK real estate
The UK government’s negotiating stance on ‘Brexit’ has become clearer, which is good news for real estate investors. But value remains scarce across the market, says Tom Goodwin.
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In Credit: Rising US rates and Dutch courage
In the US, the Federal Reserve did as expected and lifted interest rates for the third time this cycle – by 25bps to 1%.
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Asset Manager News
Deka Immobilien invests in Norwegian shopping centre
Deka Immobilien has purchased the Bekkestua Senter Phase II shopping centre in the Greater Oslo Region for around EUR 13 million. The seller was the Norwegian project developer Profier AS. The property was purchased for the portfolio of the institutional fund WestInvest Target Select Shopping.
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Le marché suisse de l’immobilier: 1H17
En 2016, l’économie suisse s’est développée sur des bases solides. Les signaux d’une reprise forte sur le marché du travail ont néanmoins fait défaut. Dans les deux prochaines années, une certaine amélioration de l’économie est attendue.
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Schweizer Immobilienmarkt: 1H17
Die Schweizer Wirtschaft entwickelte sich 2016 solide. Starke Impulse für den Arbeitsmarkt blieben jedoch aus. In den kommenden zwei Jahren wird eine weitere Aufhellung der Wirtschaft erwartet.
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Our Convictions: March 2017
No major changes on the macroeconomic front last month, but, rather, a confirmation of trends that we had already factored into our asset allocation.
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Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Asset Manager News
AEW Europe City Retail Fund exceeds capital raising target following €415 million capital raise
AEW announces it has now raised more than €415 million of equity from several international institutional investors, for the Europe City Retail Fund exceeding the Fund’s initial target of €400 million.
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Spheres of influence: the return of history?
As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.
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2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
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Asset Manager News
KGAL’s 2016 real estate business a resounding success
Within a challenging German commercial property market in 2016, the KGAL real estate business enjoyed notable success, with impressive figures across the board.
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European real estate proves resilient despite political headwinds
European real estate continues to offer relatively good value amidst an environment of heightened political risk and rising inflation, says Monika Sujkowska.
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A cornerstone allocation for pension funds seeking income and return
With the Brexit referendum now months behind us, uncertainty looks set to shape the investment agenda for some time to come.
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Asset Manager News
KGAL’s ESG initiatives bring success with energy optimisation in commercial property
KGAL Group has further enhanced the asset management of its managed real estate through its energy optimisation offensive, part of its ongoing ESG program. KGAL has achieved saving of 32 % from reducing commercial property energy costs the benefit of which are exclusively benefiting the tenants.
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Build a Buffer in High Income Bonds
When investing in higher-yielding bonds, consider an approach designed to protect your portfolio from market turbulence.
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What Happens When FedTrade Ends?
While most Fed watchers are focused on the federal funds rate, a more interesting topic may be the so-called FedTrade, which is keeping certain agency mortgage-backed securities’ risk spreads at artificially low levels.
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So long, bond bull market
Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond yields. The world is slowing adjusting to the idea that monetary policy will transition to stimulative fiscal policy.