MARK Capital Management CEO Marcus Meijer was on CNBC Squawk Box Europe this morning to discuss how the European Central Bank's rate cut could prove a "catalyst" for real estate. Key takeaways: 📉 "Downward path" for interest rates will open up liquidity in European markets, with the US Federal Reserve also expected to announce a cut this month 📊 Yields "for the right product in the right place" have bottomed out and, in some locations, already started to come in 🌆 Creating a product that "people are really attracted to and is unique" is the best way to "secure your downside" for a project like The Whiteley London 🏭 Our "biggest conviction" right now is urban logistics, which has favourable demand-supply dynamics and faces less political and regulatory headwinds compared to other sectors
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In this LiveMint article I discuss how the blueprint adopted by central bankers to invest in gold can be used by us investors to achieve above average returns. The article is behind a paywall and for Livemint subscribers only. - https://lnkd.in/daHZet8u
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European Central Bank’s Livio Stracca will take part in an in-depth interview on the influence of monetary policy and structural factors on Europe’s real estate markets at the PERE Network's Europe Forum this April. Gain fresh insights into the dynamics of investing in Europe so you can understand how to position your platform and adapt your strategies in the current landscape. View the agenda here: https://lnkd.in/gTrysqC4 #PERENetwork #PEREEuropeForum #PEREEurope #PERE
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Director General Market Operations | Market Functioning | Operational Framework | #MRO #collateral #repo #APP #TPI #TLTRO | BIS Markets Committee member | Chair Market Op Committee MOC and ECB Bond Market Contact Group
My colleague Tobias Linzert will speak at ICMA - International Capital Market Association Secondary Market Forum in #London on 6 December An occasion to come back on the decline in the #Eurosystem’s balance sheet and the European Central Bank new operational framework and implications for the functioning of European #bond and #repo markets. If interested in these topics, please also check our posts on the #TheECBBlog ( https://lnkd.in/e52jh6RC) 1️⃣“Who buys bonds now? How markets deal with a smaller Eurosystem balance sheet?” https://lnkd.in/eSQM_BqZ 2️⃣ “How banks deal with declining excess liquidity?” https://lnkd.in/eWhNK9Vg 3️⃣ “Repo markets: Understanding the effects of a declining Eurosystem market footprint” https://lnkd.in/eURfmErn 4️⃣ « Hedge funds: good or bad for market functioning? » https://lnkd.in/eZpiYgmd
Join us in London on 6 December for the ICMA Secondary Market Forum where this year’s event agenda will focus on how technology, innovation, and regulation are evolving the fixed income trading landscape, as well as how bond markets are responding to the tectonic shifts in the macro-economic and geopolitical landscapes. Covering the regulatory landscape, we are delighted to welcome Claudia Trauffler, Head of Capital Markets at HM Treasury, who will deliver a keynote address on the UK regulatory agenda, particularly from the viewpoint of secondary bond markets. Providing a European perspective on market dynamics, we are also joined by Tobias Linzert, Adviser and Analytical Coordinator at the European Central Bank, who will speak about ECB Monetary Policy, Market Operations, and the outlook for the Eurozone bond market. https://lnkd.in/eP9i5N3n
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What next for #European banks? Global Industry Analyst, Thibault Nardin discusses the forces reshaping European banks and the potentially compelling opportunities they create for #active investors. Capital at Risk. For professional, institutional or accredited investors only.
The power of local perspective: where next for European banks?
wellington.com
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What next for #European banks? Global Industry Analyst Thibault Nardin discusses the forces reshaping European banks and the potentially compelling opportunities they create for #active investors. Capital at Risk. For professional, institutional or accredited investors only.
The power of local perspective: where next for European banks?
wellington.com
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What next for #European banks? Global Industry Analyst Thibault Nardin discusses the forces reshaping European banks and the potentially compelling opportunities they create for #active investors. Capital at risk. For professional, institutional or accredited investors only.
The power of local perspective: where next for European banks?
wellington.com
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Please find below today’s market commentary by Bianca Botes, Director at Citadel Global. Monday, 24 June 2024 Globally, geopolitical risks are rising with the looming US presidential debates, next week’s UK election, and the French legislative election, which is set for this weekend. Meanwhile locally, there is already deadlock in the GNU, with the parties struggling to find an agreement on the composition of cabinet. The S&P 500 saw losses on Friday on the back of the Triple Witching, while oil declined amid a stronger greenback. It’s quiet on the data front. However, we will keep an eye on commentary from various central banks. The rand lost ground in Asian trade, and investors are keeping a close eye on developments around the formation of the new South African cabinet. The rand starts the day trading at R18.03/$, R19.27/€ and R22.79/£.
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Chief Investment Strategist 🔮 | Fund Selector | Asset Allocator | Team Manager Advisory Desk @ BNP Paribas Wealth Management - Private Banking
The European Bank riddle - When equity and credit markets seem to diasagree From a P&L perspective, Banks have been performing well through Q1 and Q2, with higher rates, building fee momentum, moderating cost inflation headwinds, lower regulatory costs and benign credit costs all feeding through to better-than-expected earnings. And yet, valuations are still far below long term averages, both if measured against the broader market or its own history. Especially striking is the price of risk (measured via CDS) and the equity valuation. The current CDS spread would allow the P/E ratio to trade substantially higher, as measured by the hostoric relationship. You enjoyed the post? 👍 like it 💬 tell me what you think and leave a comment 🔔 follow me and hit the bell to make sure you´re getting notified about the next update on global financial markets
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What next for #European banks? Global Industry Analyst Thibault Nardin discusses the forces reshaping European banks and the potentially compelling opportunities they create for #active investors. Capital at risk. For professional, institutional or accredited investors only.
The power of local perspective: where next for European banks?
wellington.com
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Could the commercial real estate (CRE) business become a risk factor for European banks? And what about German banks? 🤔 The regions and CRE asset classes that banks are active in, are major drivers for the actual vulnerability of single banks. However, by looking at aggregated deterministic factors of European banking markets, one can get an initial view on where to look closer, if CRE market turbulences intensify further. Our experts - Heinz-Gerd Stickling - Dr. Ekkehardt Bauer - Darius Backhaus - Dr. Christoph Ostermair - Dr. Johannes Branahl - provided another "deep dive" 🤿 on the subject (and more) in the recent edition of our zeb.MarketFlash 👉https://lnkd.in/eEZ_7wyj #zebMarketFlash #cre #outlook
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Chief Investment Officer - Residential
1molooking good Marcus Meijer!