All Inflation articles – Page 14
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White papersFiber-to-the-home: Missed connections? i3 article on navigating the investment landscape
Fiber optic cables, originally developed in the 1950s to allow doctors to view the inside of a patient, are now essential infrastructure that everyone needs to access remote employment opportunities, as well as access to education, healthcare, entertainment and even socialization.
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White papersMid-year investment update – Navigating political turmoil
The US economy is still on a soft landing path, even if the speed and timing of the touchdown vary after each economic release. The most recent US inflation data show price rises slowing more quickly than in the first part of the year. The eurozone, by contrast, continues to see persistently higher inflation
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Asset Manager NewsOperating expertise essential for delivering core-plus returns in European real estate market
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Americas, recently spoke with Jorge Duarte, fund manager of Hines European Property Partners, a diversified, open-end core-plus real estate fund focused on quality, stabilized assets in European markets with embedded growth potential. Following is an excerpt of that conversation
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White papersHigher for Longer: The CIOs’ Weigh In
While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.Midway through 2024, it’s pretty clear what the story of the year has been so far: stickier inflation and higher rates for longer than many investors wanted or expected.
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White papersGlobal Investment Views - July 2024
Inflation trends, central banks and geopolitics to drive markets
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White papersGlobal Macro Outlook: Third Quarter 2024
There’s more evidence that growth is slowing, but it appears manageable and unlikely to lead to recession. While rate cuts have begun outside the US, we expect the Fed to follow suit by December. Political developments, especially the election cycle, are now coming into frame.
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VideoMidyear Equity Outlook Investing Beyond the Megacaps
Nelson Yu: If you told me at the beginning of the year that we were going to go from starting with six interest-rate cuts to now we’re hoping to get one, I would be shocked to say that the equity markets are up 15%.
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White papersReal Estate Outlook – Europe, Edition May 2024: A new cycle begins
Inflation has not been beaten yet. We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papersReal Estate Outlook – Europe, Edition May 2024 A new cycle begins
We’ve come a long way from the highs of inflation and interest rates – and the ensuing capital value correction. A new cycle is in its infancy, but the effects of the last one still linger.
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White papersReal Estate Outlook – Global, Edition May 2024 Approaching the bottom
In the first three months of 2024 US economic growth was positive, but weaker than expected. GDP expanded at an annualized pace of 1.6% quarter on quarter (QoQ), a sharp downshift from the 3.4% annualized in 4Q23.
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White papers2024 midyear outlook: Widening cracks in the investment landscape
“Step on a crack, break your mother’s back” conjures up images of children playfully jumping over gaps between sidewalk squares. As grownups, we can indulge such youthful superstitions as harmless. As investors, however, we recognize the very real risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. This is the challenge we’re facing midway through 2024.
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White papersUS inflation is moderating
“Falling price pressures should be supportive of US government bonds and investors could also explore other quality fixed income assets in developed as well as emerging markets.”
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White papersUS elections: the Inflation Reduction Act and the risk of repeal
In November the US goes to the polls to decide who will be the next president – the Democrat incumbent Joe Biden or returning Republican nominee Donald Trump. Under Biden, in August 2022 the US introduced the Inflation Reduction Act (IRA), a federal law which aims to, among other things, invest into domestic energy production while promoting clean energy. It represents the largest ever Congressional investment in the energy transition.
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White papersThe ECB initiates rate cuts after a long gap
“The ECB avoided any surprises for the markets as it reduced policy rates amid decelerating inflation, which could boost appetite for European fixed income.”
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White papersAdapting to a shifting liquidity backdrop
Many UK money market funds have been extending weighted average maturities as the BoE considers rate cuts.
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White papersIt All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
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White papers150-Year Analysis: What Happens to Equities When Inflation Strikes
The quick rise in consumer prices following the pandemic disrupted decades of low inflation globally and sparked equity volatility that investors still struggle to navigate. While inflation has settled down, it has stubbornly stayed above central banks’ targets of around 2%. High inflation can cut out the bulk of a portfolio’s return, making it a paramount concern for investors.
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White papersThe Structural Trends, Whoever Wins
Positioning for geopolitical shocks or election results is difficult, but we think the resulting structural trends are easier to identify and prepare for.
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White papersUS consumer price pressures are subsiding
“Declining US inflation is positive for US bonds, and investors should also keep a global approach to potentially benefit from attractive yields elsewhere, including in emerging markets.”
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White papersAsset-Based Finance: Private Credit’s Key Diversifier
Private capital is increasingly being used to finance consumer spending.
