19th May 2020
Aviva Investors: COVID-19: The impact on European real estate
As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.
As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.
2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in the fourth quarter.
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.
Two factors have interested us in Europe in 2021. First, there has been a value rally since November 2020, particularly in smaller companies. The onset of the pandemic in Europe in early 2020 initially saw value and cyclical stocks, typically tied to consumer and business spending, perform poorly.
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