All North America articles
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White papersCorporate law showdown: the battle for incorporation supremacy in the United States
Well over half of Fortune 500 companies are incorporated in Delaware, owing to its business-friendly reputation and its Court of Chancery-a respected authority on corporate law, with well-developed and predictable case law that gives investors confidence. Beyond being the most common state of incorporation, Delaware is where shareholder rights are most frequently tested, with hundreds of fiduciary duty suits litigated annually in its Court of Chancery As a result, Delaware produces a body of precedent that sets the standard nationally concerning shareholder litigation and directly affects investors in U.S. public companies. For European institutional investors holding billions in U.S. equities, this means Delaware litigation has historically been the most reliable avenue to secure recoveries and governance reforms.
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White papersFed delivers a cut, signals more as growth momentum fades
The Federal Reserve’s recent rate cut and updated projections signal a more accommodative monetary policy ahead, with policymakers now expecting twice as many rate cuts this year as previously anticipated. This shifting environment creates new investment opportunities across multiple asset classes, including shorter-duration fixed income, real estate, equities, and municipal bonds that investors should consider as the Fed continues its easing cycle.
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White papersFour charts on why the US economy is so resilient
The United States economy is at a crossroads. Cracks are forming and growth is slowing as tariff policies weigh on hiring and curb consumer spending. On the other hand, generative artificial intelligence (AI) is driving a surge in productivity. The question is: Can AI fill the cracks in the US economy?
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PodcastInfrastructure Debt: From Opaque to Opportunity
Orhan Sarayli, Head of North America for Barings’ Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infrastructure debt.
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White papersInvesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025, Significantly Outpacing H1 2024 Activity
Invesco Real Estate, the $88 billion global real estate investment platform of Invesco Ltd., ramped up its lending activity in the first half of 2025 with loan commitments across North America and Europe totalling $2.3 billion in committed capital across 30 unique loans. This volume demonstrates the team’s continued momentum and a surge in activity, more than doubling the firm’s H1 2024 global origination volume.
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White papersRemaking the case for US SMID caps
Over the past 10 and even 30 years, SMID cap companies have quietly outpaced large caps in earnings growth. Yet, large cap indices have dominated headlines, driven not by superior growth, but by soaring PE ratios. In this note Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, takes a look at the overlooked power of SMID caps.
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White papersWill Policy Clarity Spark a New Wave of Economic Growth?
While tariff uncertainty continues to linger, the passage of the One Big Beautiful Bill provides business leaders with long-awaited policy clarity that may provide a boost to capital expenditure.
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White papersWill the Current Economic Stalemate End in a Boom or a Bust?
U.S. consumers remain resilient, but business sentiment holds the key for the trajectory of future economic growth.
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VideoBuilt to Serve the Unique Needs of Insurance Companies
Barings, a subsidiary of MassMutual, is built to serve the unique needs of insurance companies. Our team of specialists develops customized solutions, leveraging the firm’s deep insurance experience across public and private asset classes.
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White papersNavigating listed infrastructure investing and tariffs
Time to “play defense” after an eventful first quarter?
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White papersFixed on Bonds: What do tariffs mean for the automotives industry?
Threats of tariffs have been hitting the sector from multiple angles. It is hard to keep up, but this is what we know so far.
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White papersHow a core-plus strategy may enhance your portfolio
Principal Real Estate has been investing in commercial real estate (CRE) for more than 60 years and in core-plus real estate for over 20 years. Having experienced numerous market cycles in that time, we believe CRE values have largely adjusted for the current cycle, setting the stage for an attractive entry point for private equity investors.
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White papersLiberation Day: Market uncertainty, global growth concerns, and U.S. recession fears
The U.S. announced sweeping new tariffs—some exceeding 50%—shocking markets and sharply raising the risk of recession and stagflation. With inflation likely to rise and GDP growth to fall by an estimated 2.5%, investors are now eyeing potential fiscal offsets like tax cuts and deregulation. Until clarity emerges, risk assets may stay under pressure as global economies brace for the fallout.
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White papersFour-quadrant report - March 2025
This report offers a clear view of U.S. commercial real estate through the four-quadrant framework. It highlights how economic, political, and market trends are impacting public and private equity and debt, with a summary of current conditions and key investment themes.
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White papersFour ways to potentially enhance returns through leverage
Successfully utilizing leverage to enhance returns requires deep expertise. As a top-ten global real estate manager with $22 billion in real estate debt AUM and 60+ years of experience, Principal Real Estate knows how to make leverage work. With $124 billion in transactions over the past decade, we help optimize returns.
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White papersWatch the US dollar and Treasury yields to understand the potential effects of tariffs
Move beyond the headline noise to assess the investment implications
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White papersMulti-Asset Positioning in a Trump 2.0 Policy Regime
With major US policy change unfolding, flexibility across and within asset classes will be critical.
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White papersTrump’s impact on the labor market: Quick takes on capital markets
The Trump administration’s bold policy initiatives to increase government efficiency and tighten immigration will likely have macroeconomic consequences for the labor market, potentially weighing on labor demand and supply. However, the combined effect will likely also be very nuanced, suggesting the data over the coming months will be difficult to parse and understand, making policymaking even more challenging for the Fed.
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White papersU.S. Housing Chartbook
The U.S. consumer remains strong on the back of a healthy labor market and inflation is moving back to target, albeit slowly.
