Blog
ELECTION OF EU ‘GREEN DEAL’ ARCHITECT TIMMERMANS AS DUTCH LEADER COULD THRUST THE NETHERLANDS INTO THE FOREFRONT OF EUROPEAN CLIMATE INVESTMENTS
Frans Timmermans’ lightning strike to take command of a new coalition of centre-left/green parties in the Netherlands has sparked strong …
CUTTING THE CARBON CRAP IN REAL ESTATE VALUATIONS; PRICING THE DECARBONISATION TRANSITION
The ominous warning contained in the latest UN IPCC climate report that global warming is showing signs of spiralling out of control, …
TURBO-CHARGED BY THE CRISIS
The Covid-19 pandemic has accelerated the digitalisation of real estate processes, with established companies in the industry increasingly recognising the …
EUROPEAN LIVING STYLE
A potent mix of favourable fundamentals is attracting a record number of investors to residential assets. With demand for build-to-rent …
THE PENSION POLDER MODEL FOR CLIMATE CHANGE: GREAT DUTCH ASSET ROTATION TO CONVERGE WITH ‘DEEP CLEANING’ AND ‘DEEP GREENING’ OF PORTFOLIOS
‘Code Red for Humanity.’ The ominous warning contained in the latest UN IPCC climate report that global warming is showing …
TAKE A SLEDGEHAMMER TO OBSOLETE RED TAPE AND INVESTMENT MODELS BLOCKING CLIMATE CRISIS INNOVATION AND SUSTAINABLE NEW BUILDINGS IN OUR CITIES
Yet another alarm bell went off in my head during the webinar I moderated recently on behalf of urban investment …
CITY LEADERS URGED TO RADICALLY RE-ENGINEER PROPERTY MARKETS AND PLANNING RULES FOR CLIMATE INNOVATION AS ‘UNINHABITABLE EARTH’ SPECTRE LOOMS
I was honoured, terrified and inspired in equal measure to moderate the Urban Land Institute Netherlands’ recent Future Cities Summit …
ROUNDUP INVESTMENT NEWS: GLOBAL EXPORTS AND DEMOGRAPHICS ACCELERATE EMERGING MARKETS RECOVERY
Emerging markets are expected to curtail the effects of a ravaging coronavirus pandemic by demonstrating strongly accelerating economic growth in …
‘POINT OF SALE’ REPLACES ‘PLACE OF SALE’ AS SMART PHONE-WIELDING SHOPPERS SOW CREATIVE DESTRUCTION IN GREAT RETAIL RESET – REDEVCO WEBINAR
The spending patterns of fickle consumers armed with smart phones have become more unpredictable during the Covid pandemic, exposing the …
THE GREAT DUTCH PENSIONS BOND BILLIONS ROTATION GETS UNDERWAY
The ‘Great Rotation’ in asset allocation from predominantly ultra-low, or negative-yielding, government bonds towards corporate credits in the European’s Union’s …
THE BATTLE OF THE BLACK AND GREEN SWANS
The world is in the grip of a titanic all-defining battle between two opposing forces, captured in the metaphors of the ‘Black and Green Swans’ …
SUPERMARKETS ON THE SHOPPING LIST
Union Investment’s Places and Spaces Magazine 01/2021 Sale-and-leaseback deals for supermarkets have soared in Europe following the outbreak of the …
IMPACT AND INNOVATION: CATELLA RESIDENTIAL’S SHIELD FOR THE BLACK SWAN’S SHADOW
The fundamental risk and return assumptions upon which most of the real estate investment industry’s business models are founded are …
EU AND U.S. PENSION PLANETS ALIGNING FOR BREAKTHROUGH ON ‘GREEN DEAL’ INVESTING BENCHMARKS
The March 10th deadline for all European institutional investors and asset managers to have completed a ‘green audit’ and disclosure …
PGIM LAYS OUT INVESTMENT RISKS AND OPPORTUNITIES IN CLIMATE CHANGE WITH “WEATHER FEAR GAUGE NEAR ALL-TIME HIGHS”
The next 15 years of climate change ‘certainty’ are already locked in, but this translates into massive ‘uncertainty’ for long-term …
EU ASSERTS SOVEREIGNTY IN CHINA INVESTMENT DEAL, SIGNALS GREEN LIGHT TO ITS INVESTORS
The EU-China investment deal signed in the closing hours of 2020, will, if confirmed by the European Parliament and national …
EUROPE’S LARGEST BLOCKCHAIN ETF DOUBLES ASSETS IN A MONTH TO OVER €1.0 BLN, RESEARCH POINTS TO ‘DEEP TECH’ AT INSTITUTIONAL INVESTMENT TIPPING POINT
The first and largest Exchange Traded Fund (ETF) in Europe investing in blockchain technologies and applications, the Invesco Elwood Global …
POST-PANDEMIC 2021: RETURN OF THE ROARING TWENTIES OR MARKET OVERSTRETCH?
Record high equities markets, ultra-low bond yields, a deadly pandemic and the inauguration of a new U.S. president set to …
LIGHT THE DARKNESS
27 January marks the anniversary of the liberation of Auschwitz-Birkenau, the largest Nazi death camp. Today, we acknowledge #HolocaustMemorialDay and the six …
RESURGENT CHINA SETS SIGHTS ON GLOBAL FINANCIAL MARKETS POWERHOUSE STATUS POST-COVID
China’s successful early handling of the coronavirus pandemic through strict lockdowns has meant it was the only major economy to …
Let’s talk about storytelling!
Discover your possibilities