All Europe articles – Page 91
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White papersOur 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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White papersCross 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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White papersSpheres 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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White papers2017 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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White papersEuropean 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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White papersA 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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White papersBuild 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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White papersWhat 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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White papersSo 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.
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White papersWhy European Institutional investors are investing in US Municipal Bonds
European institutional investors have been buying increasing amounts of the municipal bonds sold by US states and cities to fund public projects.
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White papersBehavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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White papersEurope: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
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White papersWill 2017 herald a commodity bull market?
After commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching. Across commodity markets as a whole, we expect 2017 to be another positive year.
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White papersCross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
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White papersOur Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
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White papersUK residential investment: Assessing the market fundamentals supporting the UK Build-to-Rent sector
Despite the UK voting for Brexit on 23 June 2016, the underlying market fundamentals that have been driving the potential opportunities in the UK Build-to-Rent sector (also known as the Private Rented Sector) continue to remain sound, in Invesco Real Estate’s view.
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White papersEuropean Research Monthly Update: February 2017
Executive Summary: Solid demand & supply fundamentals support rents
