All North America articles – Page 16
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White papers
Cross 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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From 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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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.
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Asset Manager News
Third Phase of Wolf Point Development in Chicago Announced
Salesforce to be Anchor Tenant of New Tower
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Asset Manager News
Deka Immobilien acquires fifth property for Deka-ImmobilienNordamerika
Deka Immobilien has acquired a core office property in Washington D.C. for approximately USD 40 million.
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White papers
Real Estate Summary: Edition 4 2018
Real estate capitalization rates and yields are levelling off and rents are growing in most markets. There are multiple risks, including the steady escalation of the US-China trade war. We expect advanced economies to slow in 2019 but still remain in growth mode. New government policies increase the risk of error as central banks withdraw stimulus.
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White papers
Global Trade War: Where Do we Stand Now? What Impacts?
A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the trade dispute between the two countries and on the potential impacts of a trade war.
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Asset Manager News
Flower Vault Blooms at the RIM
Five holiday-inspired, Instagram-worthy rooms to be added
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White papers
US mid-term elections – an investor’s view
A Q&A with the Head of US Equities, EMEA, which discusses the significance of the forthcoming US mid-terms, Nadia’s outlook for the US economy and market, and how our portfolios are positioned in light of this.
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Disruptive technologies challenge traditional infrastructure approach
Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.
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White papers
Q&A – the credit cycle and interest rates
The Head of Investment Grade Credit, EMEA, gives his thoughts on where we are in the credit cycle, what will happen to interest rates, and his expectations for the future and how President Trump might influence this.
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White papers
Competitive advantage takes centre stage
Technology firms previously enjoyed three to five years of competitive advantage, but today’s sector is a different beast.
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White papers
Shopping for high-quality industrial property
After a year of strong returns, industrial property is in vogue with investors.
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US smaller companies may shine as rates rise
Historically, when Treasury yields rise US smaller companies tend to outperform their large company counterparts – and we could just be entering such a period.
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Divided we stand...?
US yields finished marginally lower after being on the higher side for much of the week.
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White papers
What lies ahead for the US economy and markets?
The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world. Moving towards the end of the year and into 2019, global investors have started to raise questions about whether the US economy and business sector will continue to shine, how inflation will evolve, and which direction the Federal Reserve will take going forward.
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White papers
3 views on coping with market volatility
With swift and sudden market volatility, investors are looking for context and insight. Our economists and portfolio managers react to recent turbulence, giving you thoughts on how to understand and react to market moves.
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White papers
Could a Severe Equities Selloff Prolong Economic Expansion?
Could a sharp pullback in equities help to prolong the U.S. economic expansion and thus delay the onset of any recession?
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White papers
US Midterm election: A divided Congress opens two possible scenarios
Key takeaway: In the midterm election Democrats win the House and the GOP (Grand Old Party) strengthens its position in the Senate.