AEW's European Research and will answer the following questions and more in the context of our annual outlook:
- How do lower-for-longer bond yields impact on the European property market cycle?
- What do risk-adjusted returns look like across our 100 covered markets?
- Where should investors focus on in the next five years across the risk spectrum?
RecordedNov 28 201948 mins
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As investors are increasingly looking at the residential sector, AEW’s European Research & Strategy team is happy to present a comprehensive pan-European analysis of this defensive sector:
•What are the key differences between the residential markets across Europe?
•How robust are the sector’s fundamentals?
•Are residential returns attractive on a risk-adjusted basis?
Alors que les investisseurs cherchent à accroître leur allocation au secteur résidentiel, l’équipe Recherche & Stratégie européenne d’AEW est heureuse de vous présenter une analyse détaillée du marché résidentiel en Europe.
•Quelles sont les principales différences entres marchés résidentiels en Europe ?
•Les fondamentaux du secteur sont-ils robustes ?
•Les rendements ajustés du risque attendus sont-ils attractifs ?
Presentation of the results of an AEW & BCI sponsored study on the supply chain implications of China’s New Silk Rail Routes
•The increasing role of rail connections in the China-Europe trade
•How do we expect Covid-19 to impact on China-Europe rail connections?
•User perspective -- Expectation from leading manufacturers, shippers and logistics services providers
Dans le contexte du Covid-19, les investisseurs et les prêteurs appréhendent les possibilités de baisses de valeurs vénales et de durcissement des conditions de refinancement. L’équipe Recherche et Stratégie Europe d’AEW s’est attachée à mesurer ce déficit de financement
As investors and lenders look at the COVID-19 potential capital value declines and tighter LTV terms for re-financing, AEW’s European Research & Strategy team looks at quantifying this issue.
•How big the debt funding gap and how it can be bridged?
•How does the UK compare to Germany?
•What sectors are most resilient?
AEW's European Research and will answer the following questions and more in the context of our annual outlook:
- How do lower-for-longer bond yields impact on the European property market cycle?
- What do risk-adjusted returns look like across our 100 covered markets?
- Where should investors focus on in the next five years across the risk spectrum?