BBVA Research: ‘No widespread investment weakness, but Spain and Germany lagged France in 2023’
Protectionism and interventionism, the climate transition, digitalisation and ageing all named as potential issues
Investment
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Europe’s economy set to accelerate amid low wage growth and falling unemployment
GDP growth expected to rise from about 0.6% in 2024 to roughly 1.2% next year
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French bond yields rise above Spain for first time in decade-and-a-half
Indicator that investor confidence in France is declining
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Erste Asset Management moves to buy Austria’s I-AM
The move will see the Vienna-based Erste AM take on 100% of Impact Asset Management
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Invest Europe: VC balloons across continent in last decade
VC investment last year was nearly two-and-a-half times greater than it had been a decade before
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Building foundations: Rethinking financial risk in the European real estate sector
The sector’s debt is unsustainable, yet it is being labelled as low credit risk, writes Neuberger Berman’s Usson
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Bank of America: European economy to slow but avoid recession
A net 65% of European investors consider monetary policy to be too restrictive in the region
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European Parliament throws weight behind Draghi report
Future of European Competitiveness report was put forward by Mario Draghi last week
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Microsoft and BlackRock team up for $100bn AI fund
Two firms are partnering to invest in AI infrastructure
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Can investing within defence be a public good?
Centre for Economic Policy Research (CEPR) has made the case that investing within defence is a public good
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WisdomTree launches European Natural Gas ETC
WisdomTree European Natural Gas ETC will track the performance of the Dutch Title Transfer Facility
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ECB cuts interest rates 25bps to 3.5%
Industry commentators anticipate one more cut by the ECB this year