All North America articles – Page 14
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White papersTrade Deals and Political Realities
Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives?
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White papersOutlook for US office - changing occupier trends
The future of the office market has been at the subject of much debate and consternation among commercial real estate professionals and investors over the past decade.
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White papersFed to End Diet
The Fed’s program to shrink its bloated balance sheet post-quantitative easing is drawing to a close earlier than planned as liabilities pose constraints.
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White papersPrivate Real Estate Debt: the potential for enhance risk-adjusted returns late in the cycle
As the business and real estate cycles continue to mature, exposure to defensively positioned real estate debt strategies may provide investors a more favourable return outcome should economic conditions weaken.
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White papersMarket Perspectives - Patience is a virtue
Sunny spots are rare this winter. Economic data in in Europe and China have continued to underwhelm. Key euro area indicators including PMIs, Ifo and Sentix are at multi-year lows, following a sharp contraction in industrial production in Q4. China reported a slump in trade and the slowest annual growth in three decades.
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White papersThe inflation story: 2019 and beyond
In this issue of Ahead of the Curve, we assess the prospects for inflation in the US and the eurozone.
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White papersThe Alpha And Beta Of ESG Investing
With the rising awareness around ESG issues worldwide, institutional investors have started to massively look into responsible investment. The latter has grown substantially in Europe and in North America in the past 5 years.
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White papersAsian Equities: US-China relationship to remain critical
Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.
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White papersA tale of two worlds: a robust business cycle in the US and a draining of liquidity in the rest of the world
After President Trump signed the ‘Tax Cuts and Jobs Act’ into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the acceleration in economic growth.
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White papersRenter Nation: U.S. Socioeconomics drive multifamily housing demand
State of the U.S. housing market: Increasingly a renter nation
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White papersCross Asset Investment Strategy - January 2019
Investors are facing an unsettled environment. For 2019 we think it will be key to look at three areas:
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White papersFocus on fundamentals to ride turbulent markets
Investors are facing an unsettled environment. For 2019 we think it will be key to look at three areas:
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White papersCentral banks in focus: assessing the path ahead for the Fed
US economy: We expect the US economy to grow above potential in 2019 and to gradually converge to its long-term growth rate of around 2% in 2020 as the boost provided by fiscal expansion in 2018 will gradually lose steam.
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White papersEvent Risk Enters Phase 3: What's At Stake in 2019?
Event risk outcomes could be dragged out in 2019 as issues like the trade war and questions over when the Fed might halt rate hikes simmer in markets.
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White papersGlobal Perspectives: 2019 Outlook
The new year brings new challenges and new opportunities for investors. The investment professionals of Principal Global Investors look at the regional macroeconomic outlooks and examine the major asset classes.
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White papersInside Real Estate 2019 Outlook
What can we expect from the global economy in 2019? How will that affect commercial real estate?
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White papersPost-G20 Market Implications for U.S. – China
The G20 meeting yielded the U.S.-China trade war cease-fire and the Russia-Saudi Arabia pact to curb oil output. How will they pan out in 2019?
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White papersCross Asset Investment Strategy Special Edition: Outlook 2019
With late cycle features continuing to materialise and a higher level of vulnerability developing due to the uncertain geopolitical backdrop, 2019 will require investors to embrace a more prudent approach, despite the benign global economic outlook.
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White papersFrom G20: Short-Term Relief, But It Is Not The Final Word On Trade Disputes
The latest G20 demonstrates some temporary progress in the US/China relationship. An increase of tariff rates in January 2019 was put on hold and the possibility for an additional tranche of tariffs for the rest of US imports from China ($267bn) is also further delayed, at least. China has found the right entry point to give some concessions to the US on sensitive topics for President Trump.
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White papers
Investing in US energy infrastructure: Navigating the changing landscape
This paper is a deep dive into the complexities of the US energy sector, and will build on themes that we highlighted in our previous global energy transition paper. In the US, clean energy and fossil fuels both play an important role, which creates investment opportunities across a wide spectrum of energy infrastructure.
