All North America articles – Page 15
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Malled to death: How investors can benefit from the fear of retail property
Retail property has become a bad word. We believe the fear of property labelled “retail” creates opportunity for investors willing to take a closer look.
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Top trends in 2019 – Infrastructure Outlook
This paper focuses on three key themes in Europe and North America to help investors navigate portfolio allocation decisions.
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Trade 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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Outlook 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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Fed 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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Private 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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Market 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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The 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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CIO view The Fed Will Hike Again Because … It Can
No more rate hikes this year? Sonal Desai, our Fixed Income CIO, makes a different case.
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The 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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Asian 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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A 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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Renter Nation: U.S. Socioeconomics drive multifamily housing demand
State of the U.S. housing market: Increasingly a renter nation
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Cross 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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Focus 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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Central 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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Event 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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Global 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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Inside 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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Post-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?