All North America articles – Page 12
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White papersThe 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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VideoUS 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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White papersOpening 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 papersThe U.S. office market in a “post-COVID” world: shifting challenges offer rewards and pitfalls
The office sector faces unique challenges during the coming decade. In this special report, we examine the return to a new normal for the office property type and what it means for investors going forward.
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White papersThis Is Not a 60/40 Environment
The shift to a mid-cycle expansion beset with unusually high levels of uncertainty could bring a new test for asset allocators.
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White papersVaccinations and Boosters; the U.S. Food and Drug Administration (FDA) Makes a Strong Statement
We thought it would be helpful to opine on conflicting data with respect to the potential protection afforded by natural immunity versus that derived from vaccination, as well as the recent FDA decision to recommend COVID-19 boosters for those over 65 years of age and/or at high risk of severe COVID-19.
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White papersQ2 2021 U.S. Multifamily Investment Opportunity Post-COVID
U.S. rental housing has seen over time consistently increased demand from institutional real estate investors. Its positioning as an integral part of real estate investment portfolios is demonstrated by its current weighting of 26.8% in the open- end diversified core equity index (ODCE).1
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White papersCase study: Trade the When Issued (WI) security a month in advance using Micro Treasury Yield futures
Learn how investors can use smaller-sized, yield-based Treasury futures contracts to roll when-issue in advance, less expensively than previously possible.
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White papersSalary or sick leave – the impossible choice
In the fifth article in our series about the social impacts of the pandemic, Emily DeMasi looks at how the lack of national paid family and medical leave policies in the US has contributed to widening inequalities.
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White papersInflation Expectations And Interest Rates In The US
Recently, concerns about rising inflation rates have grown. Yield curves have steepened and interest rate levels have increased.
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White papersMunis in a new light
Things are not always what they seem. This is proving true in the municipal bond market, where a perception shift is underway that carries profound implications – and opportunities – for investors.
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White papersBiden agenda: tackling income inequality and its potential inflation impact
The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike.
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White papersMarket’s view of transitory inflation in the US may be premature
We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.
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White papersInvestment Insights: Market’s view of transitory inflation in the US may be premature
We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.
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White papersWhat if the Democrats succeed in passing the capital gains tax?
Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority. We believe the capital gains tax hike could go ahead regardless of the Republicans opposition.
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WebinarU.S. direct lending market update
Ken Kencel, President & CEO, Churchill Asset Management, an investment-specialist affiliate of Nuveen, gives his insights on recent trends and market activities as well as the impacts of the pandemic.
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Asset Manager NewsGLP Raises US$850 Million with the Launch of the Largest US$ Green Subordinated Perpetual Securities Globally
GLP has successfully priced a landmark US$850 million Regulation S offering (the “Offering”) of Green Subordinated Perpetual Non-Call 5-year Securities (the “Green Perpetual Securities”) at a coupon of 4.500%.
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White papersUS inflation – Higher for longer?
US inflation looks set to rise significantly heading into the summer. Contrary to the view that this will be a temporary increase, a number of forces could combine to create greater structural pressure pushing prices higher for longer.
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White papers4 reasons why US debt may not spin out of control
Is surging US debt sustainable, or will it spin out of control?
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White papersFed to keep policy easy despite arrival of economic boom
Evidence continues to mount that a combination of vaccinations and stimulus are creating some of the strongest economic growth data in decades. Even so, the Fed remains committed to easy monetary policy until unemployment falls further and inflation materializes.
