All North America articles – Page 20
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White papersThe FED and tax reform: what's next for fixed income investors?
Fed: The FOMC decided to raise the fed funds target range for the third time this year to 1.25-1.50%.
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White papers2018 Economic and Market Outlook: Risk On
Investors will have to work harder, take more risk and get an information edge. Nuveen identifies pockets of opportunity across public and private markets.
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White papersBack to long-term investing in the age of geopolitical risk
A sunny outlook with cloudy skies. That’s how investors see their current investment prospects.
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White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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Asset Manager News
GTIS Partners and CalSTRS announce joint venture
GTIS Partners LP and the California State Teachers’ Retirement System, today announced that they’ve entered into a joint venture agreement to initially invest $204 million in homebuilding and residential lot development, nationwide.
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White papersA case for U.S. and global REITs
Today, demand for commercial real estate space in most markets is outpacing slow and steady economic growth.
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White papersEmerging market investing – Why do we do what we do?
Over that time, the philosophy underpinning what we do hasn’t changed. We’ve always been active, always focused on growth and never allowed ourselves to get bogged down in short-term earnings estimates or price targets. Here, we revisit the evidence backing our investment philosophy as we ask ourselves, why do we invest in EM equities in the way that we do?
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White papers
Defensive Market Selection
As the US real estate cycle enters its later stages, careful market research should inform investment strategy in order to pare down risk, while still leaving space for capturing secular growth opportunities that are less correlated with the general market.
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White papersEconomic Insights: September 2017
Global expansion stays on track: The global economic recovery that began in early 2016 has reached a self-sustaining velocity.
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White papersWill the reshuffling of the FOMC change the monetary policy outlook in the United States?
Donald Trump should announce in the coming weeks his choice for the post of chair of the Board of Governors.
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White papersWhat higher bond yields may mean for corporate bond valuations
Both US and European credit markets have delivered a fairly positive yearto- date performance; supported by falling political risk, excess returns versus underlying government bonds proved to be particularly strong for EUR corporate bonds in the second quarter.
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White papersUS HY default rates: trends, projections and perspectives
The current low default rate regime of US HY issuers is the longest in recent decades and has also survived the latest commodity-driven mini cycle: the latter is close to its end and short-term expectations point to a further fall of the DR to around 3% in the coming quarters.
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White papersMarkets underestimate Fed’s ability to hike rates
Financial markets remain cautious about the ability of the Fed to hike the fed funds over the coming quarters: indeed, a majority of investors expect, at best, a single hike until the end of 2018. We think that this view is too pessimistic.
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White papersWhat Does QE in Reverse Mean for the US Economy?
The long-anticipated unwinding of quantitative easing in the US is set to begin, just as the Fed’s leadership faces a wave of turnover. We think a strong foundation should keep steady US economic growth on track.
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White papersCross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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White papersThe economic implications of the US withdrawal from the Paris Agreement
When the US withdrew from the historic Paris Agreement in June, it drew criticism from around the world.
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White papersVolatility Alert: Don’t Wait Until It’s Too Late
From nuclear tensions with North Korea to turmoil on the streets of Charlottesville, political risks have been hovering over equity markets again. We think investors should be on alert for a potential resurgence of volatility.
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White papers
2017 Q1 E-Commerce and Logistics Demand
E-commerce has revolutionized the retail and logistics industries. To keep up with consumer trends and expectations, retailers must implement complex transportation networks and logistics facilities to enable them to ship directly to consumers in ever shorter delivery times.
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White papersThe Evolution of Private Credit
Investors in traditional types of liquid income strategies are increasingly concerned about expensive valuations, low income, rising interest rates and signs that the credit cycle has entered its late stages. Many institutional investors have taken the view that private credit offers some degree of insulation against these dynamics. To date, institutional investors have typically implemented this view by allocating to “middle market” lending strategies within growth or liability matching portfolios.
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White papersMining Opportunities in Emerging Markets Corporate Debt
As emerging markets (EM) growth continues to outpace that of developed markets, these countries have taken on an increasingly important role in the dynamics of the global economy. Along with this growth, local credit markets in many EM countries have matured and EM debt has become a diversified mature asset class representing about 11% of the global fixed income universe.
