All North America articles
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White papersSurging Construction Costs: Implications for Commercial Real Estate
Clarion Partners: U.S. multifamily construction companies have experienced steep material price increases and a lack of available construction supplies.
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White papers
Volatility Looms as Support Is Withdrawn
Led by the U.S., central banks and governments are set to embark on a period of monetary and fiscal tightening, negatively impacting global growth. At the same time, however, the business cycle remains early in the “expansion” phase. Volatility looms—but it is the kind that should provide strong opportunities for investors who are prepared for it
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White papers
Fed tapering begins: mission accomplished
The Federal Open Market Committee (FOMC) appears to have struck a neutral balance in its November 3 meeting statement and Chair Jerome Powell’s post-meeting press conference. The Fed was careful to differentiate the formal start to monthly tapering of the asset purchase programme with future adjustments to the Federal Funds Rate. The Fed maintained the transitory inflation language, but specifically pointed to inflation “factors that are expected to be transitory” rather than inflation as a whole.
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White papers
Recovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
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White papers
Blog | Q3 Spotlight webinar - Blog summary
To kick off our new quarterly FTSE Russell webinar series, “US Equities Performance and Insight,” iShares joined us to discuss core themes in equity market performance and key drivers to shed light on what might be in store for US equities through year-end.
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Video
Beyond Headline Multiples: US Equities webcast, November 2021
Join Mark Sherlock, Henry Biddle and Steve Chiavarone for the latest webcast on Federated Hermes US SMID.
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White papers
An update on the current state of U.S. crypto taxation
In recent years, the volatility in cryptocurrency prices has made the headlines in the financial and popular media. Witness bitcoin. In alternate throes of love and fear, we have seen bitcoin’s dramatic 1,300% price surge in 2017, its subsequent crash during the crypto winter of 2018 and its phoenix-like resurgence to break through $50,000 a bitcoin as of mid-February 2021.
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White papers
Market begins to buy the Fed’s Narrative
On balance, today’s Federal Reserve meeting was in line with what we expected. As widely anticipated, the Fed announced tapering of asset purchases due to “substantial further progress” in the economy. We have long viewed the tapering announcement as a foregone conclusion and had expected Fed officials to use the meeting to address concerns over persistently higher inflation and the substantial selloff in policy-sensitive rates since the last FOMC meeting. Indeed, we see several takeaways from the Fed in that regard.
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White papers
M&A Resurgence A Potential Risk To Investment Grade Fundamentals
Our recent assessment of the M&A effects on the U.S. high yield market found that it tends to be a positive catalyst for performance. However, we see more nuanced effects—including the risk of negative rating migrations—across the investment grade corporate market.
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White papers
Normalizing policy and market risks
The United States Federal Reserve (Fed) is faced with continued challenges as it seeks to manage both the cyclical and structural economic fallout from the pandemic and move beyond its ultra-accommodative policies.
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White papers
The Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG. Since the latest update in 2019, we have lived through a global pandemic that profoundly reshaped the global economy and society, and an eventful change of leadership in the United States.
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Video
US Economic Outlook: Inflation, Growth and the Fed
Most measures of inflation are at multiyear highs. Headline inflation has gone up 5.4% over the last 12 months, and that’s a rate of increase that we haven’t seen in more than a decade.
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Research Report
Russell US Indexes Spotlight Report: Third quarter 2021
Authored by FTSE Russell’s Global Investment Research team, this new quarterly publication provides a deep-dive into the performance and key market drivers of US equities, viewed through the lens of Russell large-cap (Russell 1000), small-cap (Russell 2000), Growth and Value indexes.
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White papers
Opening the Tap: Opportunities in Regulated Water Utilities
The need to bring capital to the nation’s water utility systems is clear: Deteriorated water infrastructure affects both the population and the environment.
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White papers
The U.S. Value Stock Rally—Expect a Shift to Quality
We believe value-oriented companies should continue to find generally solid support, and we anticipate a progressive rotation as investors gradually shift focus from early-cycle/deep-value stocks toward higher-quality value companies.
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White papers
Allocation Views: Burning US$5 bills
Our Franklin Templeton Investment Solutions team retain the view of heightened levels of inflation and persistent market worries in relation to the peaking of growth in many of the major economies.
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White papers
Blog | ESG in passive investing: the US equity fund faucet opens
More institutional investors across the globe are considering ESG than ever before. A 2020 survey by FTSE Russell found that more than 7 in 10 asset owners globally are evaluating and implementing sustainable investment considerations in their investment strategies and among those using and/or evaluating smart beta strategies,
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Podcast
The CIO Agenda: Single-Family Rentals in a Changing US Market
People are looking for more living space in which to work from home. Is it time for investors to diversify their real estate exposure?
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White papers
M&A Revival A Likely Tailwind For High Yield Performance
U.S. M&A volume totaled $1.27 trillion through the first half of 2021, a 324% increase from the first half of 2020.1 Meanwhile, U.S. LBO deal volumes have surged this year to levels not seen since before the credit crisis, rising to over $354 billion in the first half of 2021.1
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White papers
Blog | The booming US housing market: How much of a rate increase can it withstand?
We previously explored the impact of the COVID recession on the US housing market, and how it’s differed from the GFC—primarily in that an anticipated housing crisis never materialized.
