All United Kingdom articles – Page 9
-
White papers
Amundi Pension Funds Letter n°16
December, the month where festive end-of-year preparations and celebrations shift into top gear, just as commentators become busy reflecting on the past year and making predictions for the next.
-
White papers
UK Fiscal Budget: main political, social and market implications
The UK fiscal budget main political implications: The budget is designed to improve public finances, regain market trust, and help the Conservative government regain some ground ahead of the next election.
-
White papers
‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook looks neither calm nor bright for UK and US non-food retailers this Christmas amid weak consumer confidence across the sector.
-
White papers
Central banks ramp up rates in shadow of recession
US Federal Reserve raised rates by 75bps for fourth time in a row this week, while the Bank of England’s 75bps hike was its largest for three decades.
-
White papers
Resilience and selectivity: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
-
White papers
What does the UK’s LDI shock say about leverage and liquidity?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the factors behind the recent LDI market shock in the UK and consider whether these risks can be alleviated going forward.
-
White papers
Governments & companies: act now on climate change
It is one thing to hear dire predictions of global warming from scientists. It is quite another to feel the heat and see its consequences.
-
White papers
Thinking like a business owner
The recent global backlash to the UK government’s tax-cutting plans – along with geopolitical uncertainty, energy security concerns in Europe and ongoing tension between inflation and interest rates – has added significantly to this year’s equity market volatility.
-
White papers
Can real estate investment help narrow geographical inequalities in wealth?
The wealth gap between the wealthiest and poorest is significantly bigger in the UK than other advanced economies. Why? And can real estate investment help fix it?
-
White papers
The BoE vs UK Government: a harbinger of policy clashes elsewhere?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the recent liquidity crunch in the UK and consider whether similar policy policy-driven conflicts between governments and central banks could trigger further market crises.
-
White papers
Inflation still stubbornly high despite central bank hikes
Eurozone inflation reached 9.9% in September while UK consumer prices hit 10.1% amid rising food costs.
-
White papers
How do renewables perform in a stagflationary environment?
Renewable assets could show themselves to be more resilient to a high inflation-low growth backdrop than more traditional assets. Here’s why.
-
Asset Manager News
Welput secures financing for UK’s largest 100% Electric Net Zero Office
Welput, the specialist central London office fund managed by BentallGreenOak(BGO), has recapitalised its ownership of the landmark site, 105 Victoria Street, and secured a £400m development finance facility to fund the construction of the scheme, due to commence this year.
-
White papers
UK government woes continue to overshadow markets
Investors unnerved by conflicting plans of the Bank of England and the UK Treasury as central bank seeks to put brake on growth to tame inflation while government wants to put foot on the growth accelerator.
-
White papers
European Politicians Fuel Support for Energy Bills
European policymakers are battling energy prices ahead of winter, while a tight U.S. labor market and elevated CPI data next week should keep the Fed hawkish before November rate hike decisions. In China, will credit growth support the economy and a pickup in internal demand?
-
Asset Manager News
Orchard Street completes final two lettings at carbon neutral South East industrial distribution hub
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, has completed its second and third lettings at Albany Point in Camberley, Surrey, taking the site to full occupancy.
-
White papers
Markets on edge despite Bank of England intervention
Sweeping UK government tax cuts sent shockwaves through financial markets as investors and economists queried the wisdom behind the plan.
-
Asset Manager News
Pro-invest group opens London office as it expands across the UK and Europe
The European and UK hotel investment market is “poised for growth with the expectation of compelling returns” say the experts at Pro-invest Group, as the business begins operating across the UK and Europe.
-
White papers
Amundi Pension Funds Letter - Special Edition: UK LDI Crisis
Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related to their leveraged LDI strategies. This drove the Bank of England to temporarily halt Quantitative Tightening.
-
White papers
U.K.’s Mini-Budget Causes Major Market Moves
The U.K.’s sweeping fiscal package caused widespread disruptions—leading the BOE to intervene and restore market stability—which could lead to more hikes in the near term. Meanwhile, labor stats in the U.S. next week should help show just how far the Fed might go.