All North America articles – Page 2
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White papersWhy private equity matters: The case for PE
Most portfolios are built around public markets, but most U.S. businesses are privately held and only accessible through private equity. In the latest edition of “The Lead,” Churchill Asset Management’s Randy Schwimmer makes a compelling case for why private equity deserves a place in private wealth portfolios, from its potential to reduce volatility to its historically stronger returns over full market cycles. Explore the full newsletter to see what the opportunity looks like.
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White papersEquities hit new highs on tech rally
“The AI rally is not just a US story. Opportunities are strengthening across regions, especially in Asia. The mantra for generating long-term returns is diversification across different segments in the global technology sector.”
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White papersU.S. Housing Chartbook May 2026
MetLife Investment Management’s Real Estate Group, with $105.2 billion (as of 30 June 2025) in commercial real estate debt and equity assets under management, brings extensive experience across market cycles to deliver a collaborative, client-focused approach to real estate investment management. Our experienced professionals leverage our industry presence and long-standing direct relationships to source attractive investment opportunities across geographies, property types, investment structures, and risk profiles.
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White papersHeadline ODCE returns mask a selection-driven cycle
Performance across core real estate funds, as reported by ODCE indices, improved in 1Q26, but the underlying story remains one of divergence rather than uniform recovery. Europe outperformed the U.S., though for different reasons: U.S. returns are still income-led, while Europe is increasingly benefiting from recovering capital appreciation.
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White papersInflation question haunts the market
US PPI, a measure of inflation at the producer level, rose to 6% year on year in April, the highest since December 2022 and well above market expectations. Energy price inflation also rose sharply since March. The data suggest that the war in the Middle East is beginning to feed into the real economy through higher input costs for companies, raising the risk that these costs may be passed on to consumers.
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White papersMacro Brief: How might Kevin Warsh steer the Fed?
Incoming Federal Reserve chair Kevin Warsh is entering a period of inflation uncertainty, an uneven labour market, geopolitical pressures and elevated debt, all of which may limit policy flexibility.
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White papersIn a fractured private credit market, senior housing stands apart
Recent issues involving semi-liquid direct-lending vehicles have brought negative attention to private credit. For institutional investors, the takeaway isn’t to dismiss the asset class entirely, but rather to recognize that private credit encompasses a range of opportunities that differ in quality and characteristics and not all strategies are created equal.
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White papersQuality within risk: strategic credit positioning in a resilient economy
In today’s environment of tight spreads and shifting macro crosscurrents, where you invest within below-investment-grade credit matters just as much as whether you invest at all. Nuveen’s latest outlook breaks down why structural quality improvements in high yield, compelling dispersion in senior loans, and the income potential of preferred securities are creating real opportunities for active managers willing to be selective. If below-investment-grade credit is part of your portfolio conversation, this is a timely read. Explore the full paper here.
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Asset Manager NewsHeitman Launches Core-Plus Self-Storage Investment Strategy
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the launch of a core-plus strategy focused on self-storage assets across the United States.
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White papersWhy private equity matters: From financial engineering to building better businesses
Private equity has a richer and more instructive history than most clients realize, and understanding that history changes how they think about the asset class today. In this installment of The Lead Left, Churchill’s Randy Schwimmer traces private equity’s evolution from family-funded deals before World War II through the leveraged buyout era to today’s operationally driven approach, and explains why that journey matters for evaluating managers in the current environment. If you’re building client confidence in private equity allocations, this is a compelling place to start. Explore the full piece here.
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White papersCIO Weekly: The Mag 7 Pulls Apart
The “Magnificent 7” moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.
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White papersPrincipal Well-Being Index: Optimism among businesses in short supply
Macro uncertainty amid a series of shocks has led to a decline in confidence in both the business and broader economic outlook. Moreover, despite limited direct global exposure, these shocks have made small businesses grapple with the same macro pressures long faced by larger firms. Helping buffer these concerns, however, are relatively resilient underlying fundamentals, which should reduce the risk that these anxieties translate into broader economic weakness.
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White papersPrivate Credit and BDCs: Why the Sell-Off Tells an Incomplete Story
We believe the private credit market is much more diverse—and resilient—than the recent focus on corporate direct lending and BDCs would suggest.
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White papersCIO Weekly: The Fed’s New Era
Last week’s Federal Reserve meeting was always going to be less about rates than about legacy: what Fed Chair Jay Powell leaves behind and what his successor, Kevin Warsh, walks into.
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White papersThe presence of absence
Powell will no longer speak from the podium, but by remaining on the Fed board, his voice remains.
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White papersU.S. Real Estate: Dispersion Shaped by Shocks
Macro shocks reinforce the importance of asset-level and micro-location relevance in a market defined by dispersion.
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White papersFed on pause, world on edge
The Fed held rates steady again, but the real story is what’s happening around it: oil prices near $100, geopolitical uncertainty, and mixed economic signals that are anything but straightforward. With so much in flux, knowing where to position a portfolio matters more than ever. Our latest outlook breaks down what the Fed’s decision means for investors and where we see opportunity across equities, real assets and fixed income right now. Read the full update to see what we’re watching and where we think value lies.
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White papersConsensus Indicators signal a K-shaped recovery in both Europe and the U.S.
InREV, the European Association for Investors in Non-Listed Real Estate Vehicles, recently published their Consensus Indicator for March 2026, revealing that sentiment remains positive but is moderating amid rising geopolitical and interest rate pressures.
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White papersFactory Reset: U.S. Manufacturing Turns Up
The manufacturing industry has been struggling since the pandemic. Various metrics, including industrial production and the ISM Manufacturing index, have been in contraction or decline for years.
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White papersThe Fed under pressure: Politics, power and the future of monetary policy
Before the war in Iran erupted, markets were occupied with the likely impact of Trump’s appointment of a potentially dovish loyalist as the new Chair of the Federal Reserve (Fed). While this conversation has faded somewhat into the background, it is arguably as important as ever.
