All White papers articles – Page 5
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White papersEverything you wanted to know about tariffs and trade finance
A new trade war between the US and China could have unexpected consequences.
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White papersWhat Does the DeepSeek Halo Teach Us About Chinese Stocks?
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
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White papersIs a Functional Approach to Outsourcing the Way Forward?
CFOs and finance leaders are under growing pressure to reduce administrative costs while managing increasingly complex operations. Since 2008, the financial landscape has changed significantly. Portfolios have become more diversified, the number of funds and Special Purpose Vehicles (SPV) has increased, and regulatory requirements have expanded. At the same time, investors demand greater transparency and faster reporting, while fund managers require more detailed financial projections, budgets, and scenario analyses to navigate market uncertainties.
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White papersListed Real Estate and Cost of Debt: Prudent Optimism
In recent months, most central banks across Europe have shifted from a hawkish stance to a more accommodative monetary policy, marking the beginning of an interest rate-cutting cycle. In the Eurozone, after an intense period of rate hikes in 2022 and 2023, the ECB implemented four 25-basis-point cuts in 2024.
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White papersAffordable housing: how modular construction is changing the game - Interview with Stefanie Lütteke and Simon Dietzfelbinger
The housing market is under immense pressure with skyrocketing rents, rising property prices, and a particularly tight situation in metropolitan areas and for low-income earners. How can we overcome this crisis and achieve affordable housing? Is it a matter of politics, or do technical solutions also hold the key?
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White papersPBSA a resilient play but only for those who can deliver
Few sectors in UK real estate have demonstrated the resilience, adaptability, and sustained investor confidence of Purpose-Built Student Accommodation (PBSA) as of late. Despite economic headwinds—rising construction costs and a higher cost of capital, —the sector’s fundamentals remain compelling. Transaction volumes reached approximately £3.5bn in 2024, a 13% year-on-year increase (Savills), reinforcing investor interest.
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White papersBeyond DeepSeek: AI disruption and the implications for real estate
In the first instalment of our Artificial Intelligence & Real Estate Series, we introduced a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment. We also warned that as the AI revolution remains in its infancy, investors should brace for unanticipated breakthrough advancements that are difficult to predict and precisely time. Indeed, over the past month, a pivotal leap took place, intensifying the competition for AI industry leadership and market dominance.
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White papers2025 Hedge fund investor barometer
At Amundi, Alternative & Real Assets is dedicated to building long-term relationships with our clients and partners, rooted in proximity and authenticity. Guided by the belief that tomorrow’s economy must unlock new opportunities, we act as facilitators, bringing the right people together at the right time.
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White papersRob Lovelace on what could drive markets in 2025
As we enter the midpoint of the decade, investors are still considering key questions about the US equity streak, market catalysts, and the effects of global trade changes on the economy and portfolios. Capital Group’s equity portfolio manager Rob Lovelace offers his view on market directions, tariff impacts, and key investment themes shaping his portfolio decisions.
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White papersDiscover our Capital Market Assumptions 2025
Capital Group’s 2025 capital market assumptions provide a favourable long-term outlook, expecting mid-to-high-single digit returns for stocks and low-to-mid-single digits for bonds. That said, these expectations are lower over a 20-year horizon compared to last year.
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White papersFixed Income 2025: Roadmap
It’s a very dynamic time for fixed income. Get the game plan for 2025’s winners and losers.
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White papersTRTPM monthly blog – Edition February 2025: Our monthly insights into private markets
The start to the year saw a mixed picture in interest rate policy between the US and Europe. In January, the Fed opted to pause rate cuts as it awaits further progress on inflation, whereas the ECB cut eurozone interest rates by 25bps, and in February, the Bank of England (BoE) cut interest rates by 25bps. US and UK CPI inflation rose to 3% in January, driven by higher services inflation and food prices.
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White papersExecutive orders and AI: Why the future of energy is not what it used to be
Far from easing into the year, energy market followers could be forgiven for asking why we aren’t already on Easter break. Here, we analyse the root causes of recent volatility, and consider the future prospects – both good and bad – for companies across the energy landscape.
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White papersThe strategic advantages of investing in the seniors housing industry
The U.S. Seniors Housing sector is at the forefront of an unprecedented growth trajectory, driven by powerful demographic trends, evolving healthcare needs, and a shifting economic landscape. As the U.S. population ages, the demand for quality senior care will grow exponentially, creating a resilient, needs-based asset class that offers compelling opportunities for institutional investors. Unlike traditional real estate sectors that are often cyclical in nature, we believe that Seniors Housing demonstrates secular trends and stability due to its essential nature and the non-discretionary demand for its services.
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White papersShaping the Future of Spanish Housing
Spain faces a housing production deficit of over 1 million homes, a gap that has been growing since 2014. By 2030, this shortfall is expected to exceed 1.7 million homes, representing more than 15 years of annual production. This structural imbalance presents a compelling opportunity for institutional and private investors looking to enter the Spanish residential market.
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White papersWhy core is back
After a period of economic and geopolitical uncertainty, higher debt costs and squeezed returns, we have reached a turning point in the market cycle for core real estate investment. The interest rate landscape is tilting in a more positive direction; loan margins are diverging with leverage now accretive again for lower risk high quality investments; and pricing has adjusted with limited re-pricing risk looking forward. With further interest rates cuts forecast, the outlook for yields is more stable and material recovery in real estate values is expected.
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White papersTo maximise the new cycle, investors should target modern logistics
2024 was a transitional year for European logistics, with capital markets showing early signs of recovery, while the occupational market remained relatively sluggish. With demand conditions stabilizing, we believe 2025 is an inflection year offering a potentially compelling entry point into a new cycle.
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White papersDeA Capital Real Estate: Demographics are destiny
DeA Capital Real Estate works with selected third-party institutional investors across Europe, with a total AuM of E13.5bn. Emanuele Caniggia and Emanuele Dubini, CEO and CIO respectively of DeA Capital Real Estate, explain why their international platform is driven by demographics and macroeconomics.
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White papersThe golden years for European senior housing
Europe’s most frequently discussed demographic shift is its fast-ageing population. The European population is forecast to continue getting older, shifting the demographic framework in Europe to an unprecedented extent. In turn, the senior housing sector is expected to experience a significant surge in demand over the next decade, driven by the unprecedented acceleration of the 75+ population whilst the rest of the population is already in decline.
