Dim outlook for European retail real estate
But baseline scenario sees 2022 recovery of FTSE Epra Nareit Developed Europe Index
Investment
-
-
How could the EU recovery plan spur the green bond market?
Larger growth and standardisation may help redefine its features
-
Who topped Refinitiv’s Sustainable Finance League Tables?
Covers green bonds, social bonds and sustainability-linked bonds or loans, as well equity market issuance and M&A deals
-
Sovereign investors favour fixed income and illiquid alts
But overlook equities as they try to capitalise on ‘unprecedented buying opportunity’
-
ANALYSIS: Is EU bailout the first step to fiscal integration?
‘It implies that there will be pan-European taxes to finance the payback of the debt’
-
Investors evaluate the €750bn EU recovery fund deal
Prevailing tone is that the agreement has boosted the bloc’s financial solidarity
-
What’s behind the surge in sentiment for DM corporate bonds?
Bond managers at Generali and Kames comment on Q2 European fund selector outlook
-
Should company bailouts mean sector rethinks?
Does financial aid change the investment case for recipient firms and industries?
-
Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity
-
Is a floor on bond yields on the cards?
ECB shows reluctance to cut rates but deflation could force its hand
-
Court sentences director linked to EPF fraud case
Equity Power Fund was under same umbrella as collapsed Columna Commodities sub-fund
-
Smart city funds are surfing mega trend waves
As stocks investing in digital and resilient companies jump due to the crisis