All Europe articles – Page 95
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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 papersEuropean Research Monthly Update: February 2017
Executive Summary: Solid demand & supply fundamentals support rents
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White papersCities of the future
As more office jobs are set to be automated, forward-thinking investors need to think carefully about the sustainability of the cities where they choose to hold exposure.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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Asset Manager News
AEW opens new office in Madrid following a number of recent acquisitions in Spain
AEW announces that it has opened a new office in Madrid as a result of the growth in our assets under management in Spain.
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Asset Manager News
European real estate investors prepare for extended market cycle
Low interest rates, low returns: a clear response is emerging to the question of how long the current market phase is likely to continue as European investors review their real estate strategies.
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White papersEuropean Research Monthly Update: January 2017
Executive Summary: Good relative value remains
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White papersWhat the national living wage and business rates review means for the UK retail sector
The introduction of the National Living Wag in April 2016 and the resetting of business rates in April 2017 have ramifications for the UK retail market. But just what exactly remains unclear, not least in the case of the living wage.
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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Asset Manager News
AEW launches its first dedicated residential fund with €100m first close
AEW announces the launch of the RESIDYS Fund, its first fund dedicated entirely to French residential real estate.
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White papersContinental European real estate market commentary: December 2016
The eurozone economy is steadily returning to normal. Total GDP is now 3% above its previous peak in 2008, net bank lending has turned positive, unemployment fell below 10% in September and core inflation, excluding energy, has settled at 1%.
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White papersEuropean real estate offers value despite political risk
Continental European real estate offers more value than other regions, but moderate returns are expected over the next five years, says Monika Sujkowska.
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White papersThe international route to a truly diversified property portfolio
Real estate is often seen as a diversifier for a traditional equity and bond portfolio. Yet, while most investors are aware of the importance of portfolio diversification, many with property investments still exhibit varying degrees of “home bias”, a tendency to favour domestic markets over those in other countries.
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White papersUK real estate outlook: economic uncertainty weighs on property market
UK property will deliver a total return of five per cent per annum between 2017 and 2021, but investors will need to be more discerning on asset selection, says Chris Urwin.
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White papersGlobal Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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Asset Manager News
BNP Paribas Real Estate scoops prestigious Green Apple Award
BNP Paribas Real Estate has won a prestigious Green Apple Award for Environmental Best Practice after boosting recycling rates across its managed central London portfolio, including Google’s new King’s Cross HQ.
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White papersEconomic and Property Market Overview: Q3 2016
Four months have passed since the referendum result, during which time we have seen a number of new developments, including a change in government, a succession of upbeat data on the domestic economy and quick monetary stimulus action by policymakers (an extension of its asset purchasing programme and a 25bps cut in the base rate) which has softened the adverse post-Brexit effects that were assumed by many economists.
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White papers
UK real estate market commentary: September 2016
While third quarter data for GDP has not yet been published, retail sales and other indicators suggest that the economy has continued to grow since the EU referendum.
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White papers
Continental European real estate market commentary: September 2016
The eurozone economy has grown steadily by 1.5% p.a. since mid-2013 and we expect it to maintain that progress through 2017-2018. We do not think that Brexit will de-rail the recovery. While the boost from falling oil prices will fade, most countries look set to benefit from a virtuous circle of rising employment and higher consumer spending.
