Latest Manager Research – Page 451
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White papersConnecting the dots to financial performance
A recent partnership between Principal Real Estate Investors and the U.S. Department of Energy (DOE) helps lay the groundwork for the industry’s long-term understanding of the link between sustainability, improved financial performance, and value.
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White papersMarket Insights: Office Outlook 2017
The referendum result has significantly changed the outlook for the office market, placing the sector on a different and more uncertain path than the one we had forecast twelve months ago.
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White papersConversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
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White papersFrench Presidential Elections: OAT/Bund spread - recent trends, equilibrium value and perspectives
Interest rate differentials between France and Germany rose sharply in the months leading up to the French presidential elections and even reached levels never seen since 2011.
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White papersThe Cost of Trigger-Happy Investing
Brexit, Trump. There were plenty of big surprises last year. The one that may matter most for investment portfolios is how financial markets responded.
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White papersThe liquidity of real estate investments
As in the wider economy, players in the real estate sector tend to think in terms of cycles. In macroeconomics the discussion is of economic cycles, meaning the fluctuations in the degree of utilization of production potential.
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White papersBack to school: An overview of the student-housing sector
Until recently, investing in university student housing was a niche business.
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White papersOur Convictions: May 2017
We have repeatedly mentioned how financial markets have tended to overestimate the risks of European elections, underestimate the fears of the Brexit and overestimate hopes on Trump’s economic policy.
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White papersFrench Presidential Elections: Macron president - risks disappear...Back to fundamentals
The second round of the presidential election provided the name of the winner: E. Macron is the next president of the French Republic (66% of the votes).
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White papersIn Credit: Macron sweeps to victory
Core bond yields edged modestly higher in the last week faced with a more hawkish US central bank; robust employment data; and an easy victory for Macron in the French election.
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White papersLGPS pooling: cost saving whilst maintaining performance
Amid an ever sharper focus on cost saving in the real estate industry, investors are pushing for increased transparency to better understand the true costs of investing in the sector.
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White papersCross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
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White papersEconomic Insights: April 2017
The free trade negotiations of the late 1980s and 90s that lowered world trade barriers plus the opening up of countries of the former Soviet Union in 1989 led to a massive, positive, global labor supply shock.
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White papersEconomic and Property Market Overview: Q1 2017
2017 has started to see the effects of Brexit feed its way through to the UK economy.
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White papersTechnology and retirement: Shifting opportunities
Technology has made it possible for us to live better, longer, more meaningful lives. And that’s cause for great optimism and positivity.
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White papersTechnology, emerging markets, and the path to financial security
Just like the developed world, emerging markets populations are aging and looking for a secure retirement.
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White papersFloating Rate Notes can help prepare for a hike in interest rates
In a fast changing environment, FRNs are an increasingly attractive asset class, as they allow investors to reduce the sensitivity to interest rates fluctuations and to capture some potential yield.
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White papersA broad range of ETFs to capture the potential of European equities
Improving macroeconomic indicators & attractive valuations: all signs seem to point toward the European equity market picking up in 2017.
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White papersTime to care - nursing homes property emerging as an asset class
Over the last years, healthcare property investment has grown to become an “asset class” on its own.
