All North America articles – Page 11
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White papersAn Election Update and Market Outlook with Joe Amato
Stephanie Luedke, Head of Private Wealth Management leads a discussion with Joseph V. Amato, President and Chief Investment Officer – Equities for an update on the U.S. election and the markets after a historic week.
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Asset Manager News
PATRIZIA expands into North American PropTech VC market
PATRIZIA AG, a leading partner for global real assets, has entered into a strategic partnership with the North American PropTech venture capital firm, Camber Creek, by participating in the final close of its Camber Creek Fund III. Camber Creek’s latest PropTech fund was oversubscribed and closed with USD 155 million (circa EUR 131 million). Its focus is on PropTech companies across the real estate value chain including construction, development, asset management and leasing.
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White papersDon’t Forget the Winners & Losers that Weren’t on the Ballot
Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
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White papersSpecial Edition: The U.S. Votes: Our First Response
The U.S. has voted in the midst of arguably the most challenging environment for generations. Here’s our first take on the likely result and what it could mean for investors.
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White papersThe Priority Pyramid
Tuesday’s election matters—but it is the top of a pyramid whose base is, in our view, supportive of fixed income and credit whatever the outcome.
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White papersThe Four U.S. Election Scenarios with Erik Knutzen
As we approach the 2020 U.S. election and its upcoming result, Erik Knutzen, CIO—Multi-Asset Class, dives into the possible scenarios and discusses the economic implications of what could happen with each hypothetical outcome.
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White papersElection countdown: A Trump opening after the final Presidential debate?
President Donald Trump and Former Vice President Joe Biden met in Nashville, Tennessee on Thursday 23 October for the final presidential debate. This is an important milestone in the campaign, and early indications the morning after the debate are that while both camps felt proud of their performance, it may persuade some undecided and GOP-leaning independent voters back to the Trump fold.
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White papersPositioning for the 2020 U.S. Presidential Election: An Update
Undeniably, 2020 has been an eventful year and the fireworks are likely not yet over. Amidst rising COVID-19 infections and a stuttering economic recovery, investors are preparing for the U.S. Presidential election. While this election may be one of the most contentious in U.S. history, investors should remember that that once the elections pass, much of this noise typically quiets and risk assets are able to resume a trajectory dictated by fundamentals.
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White papersDisruptive Forces: 2020 U.S. Election Special
Economic policy, geopolitical issues, COVID-19 crisis and a supreme court nominee, to name a few, all come into play when it comes to the next president of the United States. The choice that Americans face in the upcoming election will impact not only the next four years in the United States but could impact the world at large.
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White papersWhat the US election means for markets … and what it doesn’t!
While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may increase the uncertainty and anxiety for investors as we approach election day. Most recently we saw evidence of this anxiety as the market reacted to news of President Trump’s positive Covid-19 test.
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White papersWhat you need to know about the 2020 US presidential elections
The US is just three weeks away from a presidential election with potentially major repercussions for economic policy in the US and further afield. Daniel Morris, chief market strategist, and Mark Allan, US economist, review the key points.
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White papersPresident Trump’s positive COVID-19 test shakes up election, markets
President Trump announced in a tweet shortly before 1:00 a.m. on Friday October 2nd that he and the First Lady of the United States (FLOTUS) tested positive for COVID-19. We look at the potential repercussions from this dramatic news in this Q&A.
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White papersHow to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
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White papersUS presidential election: how it will impact US economy and financial markets
Joe Biden has enjoyed a remarkably stable lead in the national polls this year. Currrently, he is leading President Trump by 7.6%, according to our poll of polls, down from a peak of 10.4% in June. However, we believe the race is much closer, at around 50/50, with a small Biden edge
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White papersThe Case for US Core Real Estate
Many investors are familiar with the appeal of holding real estate. With a generally low correlation to other asset classes, it can serve as a diversifier in a mixed-asset portfolio. Historically, real estate has delivered strong relative performance across multiple cycles compared to other asset classes, and its generally stable income, underpinned by long-term leases, makes it a compelling alternative to traditional fixed- income instruments.
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White papersHeading for a fall?
The fall season often trips up the markets, and 2020 promises more than its fair share of hazards.
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White papersNowcasting the US Economy with Alternative Data
The pandemic has altered some consumer and business behavioral patterns in major and likely long-lasting ways, and it is critical to track these behavioral changes and assess whether they could last or whether there will be a return to pre-pandemic habits and patterns.
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White papersStyle Tilt: Growth Surge Reshapes US Stock Market in 2020
During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it. So are these trends likely to continue—and how should investors position across different equity styles?
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White papersPositioning for the 2020 U.S. Presidential Election
For investors and markets still reeling from the global pandemic—and facing a protracted, volatile economic recovery—a new source of uncertainty is fast approaching: the U.S. presidential election in November. Historically, equity markets have posted below-average total returns during an election year.
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White papersFundamentals: the case for US SMID
Slow and steady wins the race. So goes the age old saying from the fable of the tortoise and the hare. But how does it apply to US small and mid-cap (SMID) companies? And is the asset class underappreciated by industry analysts? We explore the universe of US SMID companies in Fundamentals.
