Latest Manager Research – Page 418
-
White papersLet’s talk about actual investing.
Investing should be about working constructively with inspiring individuals and companies on behalf of our clients, says Stuart Dunbar.
-
White papersFrom Risk to Opportunity: Amundi is Leading a Sea-Change in Asset Management
Amundi is establishing industry-leading best practices to meet the needs of its clients with a finance for today, and tomorrow.
-
White papersCentral banks in focus: assessing the path ahead for the Fed
US economy: We expect the US economy to grow above potential in 2019 and to gradually converge to its long-term growth rate of around 2% in 2020 as the boost provided by fiscal expansion in 2018 will gradually lose steam.
-
White papersEvent Risk Enters Phase 3: What's At Stake in 2019?
Event risk outcomes could be dragged out in 2019 as issues like the trade war and questions over when the Fed might halt rate hikes simmer in markets.
-
White papersGreen buildings: what are the financial benefits for investors?
With the built environment responsible for almost 40% of energy consumption in the EU,1 real estate investors around the world are increasingly committing to more sustainable practices. Our study evidences that a portfolio of certified buildings experiences relatively higher operating expenses, but can also generate higher rental income and higher cash flows for distribution to investors.
-
White papersAntecedent Analysis: Navigating A Troop of Gorillas
With the birth of the so-called “Greenspan Put,” the 800-pound gorilla of U.S. monetary policy unleashed itself on capital markets. Today, there is not just one 800-pound gorilla harassing capital markets; there is a troop of gorillas.
-
White papersGlobal Perspectives: 2019 Outlook
The new year brings new challenges and new opportunities for investors. The investment professionals of Principal Global Investors look at the regional macroeconomic outlooks and examine the major asset classes.
-
White papers
Top 10 real estate questions for 2019
We expect the cycle to continue to mature in 2019, with the trends already underway gradually accelerating.
-
White papersInside Real Estate 2019 Outlook
What can we expect from the global economy in 2019? How will that affect commercial real estate?
-
White papersMarket Volatility: Headwinds, from Trade War to Rates, in 2019?
Markets could face headwinds in 2019 from the lag effects of major events that took place in 2018, from the trade war to rate hikes and corporate tax cuts.
-
White papersEuropean Asset -And Mortgage- Back Securities Ten Years On
How do the European asset- and mortgage-backed securities fare today a decade after the financial crisis they have been incriminated in? We make an assessment of the asset class, comparing today’s market conditions with those of ten years ago.
-
White papersPost-G20 Market Implications for U.S. – China
The G20 meeting yielded the U.S.-China trade war cease-fire and the Russia-Saudi Arabia pact to curb oil output. How will they pan out in 2019?
-
White papersMajor Market Themes to Watch in 2019
How will markets perform in 2019 after a tumultuous 2018? CME Chief Economist, Blu Putnam outlines key themes to watch.
-
White papersTaking the Pulse of Dr. Copper for 2019
Copper’s price trend in 2019 will depend on several key factors that include the strength of the U.S. dollar and the pace of growth in top consumer, China.
-
White papersAs Budget Deficit Boosts Bond Supply, What Will Equities Do?
The growing budget deficit fueled by massive corporate tax cuts is boosting the supply of government bonds. How will this affect equities in 2019?
-
White papersCross Asset Investment Strategy - December 2018
This year has proven to be challenging for portfolio construction, as well as regarding returns. To put this into perspective, for 2009-17, our analysis shows that each year, on average, 76% of major asset classes (including different regional government bonds, equity, inflation-linked, currency and commodities) recorded positive performances.
-
White papersWhy Investors Should Care About French “Yellow Vests” Protest
The Gilets Jaunes (Yellow Vests) are a largely spontaneous protest movement that emerged in France, in October. With no declared political affiliation, they called for lower taxes and a higher level of social transfers and public services.
-
White papersCore Matters: The economic and financial impact of demographics
Population ageing is one of the most disruptive trends of the twenty-first century: it is affecting nearly all sectors of the society, from labour market and productivity to savings and consumption behavior. It is reshaping the demand for goods and services and of course it impacts insurance and financial markets.
-
White papersStrategic Relative Value: Q4 2018
The investment climate is becoming more challenging as previous easy monetary conditions are being reversed. Risk/return expectations need to be re-evaluated, but investment opportunities still exist around the world.
-
White papersGateway to global real estate: Opportunities & expertise
At Principal Real Estate Investors, our specialized market knowledge, dedicated and experienced teams around the globe, and extensive connections across all four quadrants of the market, help our clients access today’s investment opportunities.
