The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.
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Property of Fondo Mascagni and managed by Generali Real Estate SpA Società di gestione del risparmio (GRE SGR), the building was entirely redesigned and refurbished. It will host the headquarters of several primary companies such as Versace and FC Internazionale
New build activity and rising asset values are driving growth Improved performance particularly in the upscale hotel segment Continued high investment demand with tight supply Seven per cent of hotel rooms changed hands in 2018
We are now in the tail end of the second quarter of an already eventful year, with investors facing a range of stark choices.
This publication shows that recent underperformance is not the result of a deterioration in factor performance, since it has been possible to offset negative performance for some factors through the good performance of other factors, but relates more to the implementation choices of the factor exposures than to the factors themselves. For instance, in the last 3 years, the non-control of market beta exposure in a bull market context has prevented factor indices from benefitting fully ...
In his latest Economic outlook, Neil Williams, Senior Economic Adviser to Hermes Investment Management, argues that Japan-style deflation is becoming an increasing possibility elsewhere. While it may not involve a general downturn in living standards – Japan after all remains a prosperous G3, $5trn economy (almost twice the UK’s) – the main challenge would be the shift in mind-set needed to live with it.
Trade tensions re-escalated during the summer. Starting on 1 September, the US Administration introduced new tariffs and China retaliated simultaneously. More tariffs are likely from the US side, including an increase in tariffs already in place from 25% to 30% and new tariffs on the last tranche of imported goods from China. Concerning extra-tariffs measures, in August the temporary licences granted to US companies to operate with Huawei were extended upon their expiration but, so ...
Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports. Idiosyncratic risks stories in countries such as Argentina resurfaced, the UK’s parliament was suspended over Brexit chaos and Italy witnessed a political crisis of its own, although a government seems in sight now.
The Hermes SDG Engagement Equity Fund targets investment outperformance and social and environmental impacts that help deliver the Sustainable Development Goals (SDGs). What progress did we achieve through our engagements in the first half of 2019?
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Asset class: Mid & Small Cap Equities.
Asset region: Global.
Size: USD $130m.
Closing date: 2019-09-27.
Asset class: Large Cap Growth Equities.
Asset region: Global Developed Markets.
Size: USD $130m.
Closing date: 2019-10-04.
Closing date: 2019-10-02.
Asset class: Local Currency Bonds.
Asset region: Global Emerging Markets.
Closing date: 2019-10-10.