All North America articles
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White papersReal Estate Outlook – US, Edition 4 - 2020
Economic recovery begins even as the pandemic intensifies. Real estate continues to adapt.
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Emerging Market Debt Opportunities - Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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Currency outlook: The trend is not your friend
Investors betting on ‘trends’ have been disappointed over the last four years. After rallying by 30% between mid-July 2014 and December 2016, the US dollar has been range-bound. It weakened in 2017, but it rebounded strongly in 2018, consolidated in 2019 and after an initial rally in 2020, it is finishing the year on the weaker side.
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How the US can lead on climate finance
A five-point plan for President Biden’s first year
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A Secret Plan for America’s New China Policy
It’s based on the reviled and maligned Trans-Pacific Partnership, so don’t tell anyone.
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Market Optimism May Be Justified—But I Urge Caution
Risk markets—after a bumpy ride—are hovering close to record highs amid a wave of investor optimism. However, I remain concerned about what I believe to be the failing fiscal agenda in the U.S., weak growth prospects, and the impact of further lockdowns. As such, I believe that preserving some dry investment powder over the next few quarters may be a wise decision.
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Fixed Income: Security Selection A Key Driver Of Outperformance
The US Federal Reserve’s aggressive response to the coronavirus pandemic has driven yields on safe-haven debt to near zero, leaving “low-risk” portfolios increasingly susceptible to interest rate-driven price volatility.
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Blog | A November to remember for US small caps
It was a November to remember for US small-cap stocks, as reflected by an all-time record 18.4% monthly total return for the US small-cap Russell 2000® Index. This record setting November puts the year-to-date return for the Index at 10.4% and replaces the previous record monthly return for US small caps set in February 2000 with a 16.5% rise.
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Momentum in reverse?
Could 2021 see a continued rotation from growth to value stocks or was the November rally a short-term bounce? Max Anderl looks at the impact on portfolios
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Cautiously optimistic on US high yield
After a volatile year, Mark Durbiano CFA®, Senior Vice President and Senior Portfolio Manager from the Federated Hermes Inc. office in Pittsburgh, remains hopeful for a better 2021.
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A Heartfelt Thanksgiving
We emerge from the holiday hopeful for a Season of Goodwill in markets, but ready for any last surprises that 2020 might have in store.
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U.S. Elections 2020: Polarized is the new normal
The U.S. election polls have been packed up, the votes have been tallied and a winner has been declared. At this point, during most other election years, the U.S. would be transitioning to the next government, but this is proving to be an unconventional period. While there is little doubt that President-Elect Joe Biden will accede to the White House, some senior Republicans have so far refused to acknowledge his win. This standoff reflects how fractious the American political environment is today.
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US 2020 Election Investment Pulse: Why Fixed Income Now
With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.
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US 2020 Election Investment Pulse: Resilience And Vulnerability In Emerging Markets
The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.
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All The Credit: Episode 10
PGIM Fixed Income’s Senior Portfolio Manager and All The Credit host Mike Collins welcomes two guests who possess unique insights into the U.S. political system. In this episode we hear from Nathan Sheets, PGIM Fixed Income’s Chief Economist and former Under Secretary of the Treasury Department, and David Burns, a senior member of Prudential’s Congressional Government Affairs team, as they share their thoughts on the recent elections and the future political landscape in America.
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The Election Is Finally Here: But What Does It Mean?
How will the election shift U.S. economic policy? Will Biden reshape American infrastructure, energy production and healthcare? How does a second Trump term differ from his first? The Investment Institute hosted public and private markets investors to examine the November 3 vote.
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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.
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Finding Alpha in an Increasingly Concentrated Market
U.S. equity market concentration has increased significantly in recent years. This raises concerns about the broader market being vulnerable to the performance of the dominant few. It also creates distinct challenges for identifying alpha opportunities across the broader large cap universe.
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2020 post-election analysis: Biden wins, but the United States remains divided
Former Vice President Joe Biden defeated President Trump to become the 46th President of the United States. While Trump has not conceded yet, he became only the third President to fail to win re-election since World War II. In the end, the election was a referendum on Trump as a man rather than an indictment of his policies. A political realignment is underway, with GOP emerging as a working-class party and dominating the vote in rural areas, while the ‘Blue wall’ of the Midwestern states of Pennsylvania, Michigan and Wisconsin has become competitive for both parties.
