All Europe articles – Page 91
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White papersAre Bond Investors Ready for a World Without QE?
Britain’s decision to start its divorce from the EU and France’s looming presidential election are injecting political risk back into markets. Bond investors are braced for political volatility. But are they ready for big monetary policy changes?
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White papersUK Real Estate Outlook: 1H17
The UK economy has been resilient to the political uncertainty following the shock referendum result to leave the EU. In particular, the consumer sector continued to be the driving force behind UK economic growth in the second half of 2016, which delivered 0.6% GDP growth in both 3Q and 4Q.
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White papersEurozone Real Estate Outlook: 1H17
Economic growth in the eurozone remained relatively steady in 2016 and actually ended the year on a strong note despite rising political uncertainties both within the eurozone area and further afield. Growth in the eurozone was relatively broad based, with all countries contributing.
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White papersGlobal Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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White papersBooming non-farm beats budget boredom
This update is the weekly edition of our weekly publication on fixed-income markets.
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White papersThreadneedle UK Social Bond Fund: three years of doing well by doing good
Following its third anniversary, in January 2017, the fund has shown it can offer investors both profit and principle.
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White papersThe long march to higher interest rates
Jim Cielinski argues that while the bond bubble has burst, it remains to be seen how quickly the fallout may spread.
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White papersFrench elections: what to expect should Le Pen prevail
Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come.
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White papersTackling the ‘unknown unknowns’: how active managers manage unforeseen risks
The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge.
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White papers[Full paper] 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.
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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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White papersReal 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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White papersChallenging 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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White papersIn 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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White papersLe 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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White papersSchweizer 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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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.
