All North America articles – Page 20
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White papers
The Greenwich Perspective: A Bright Future for FX Futures
Greenwich Associates recently published a paper assessing the value and viability of FX futures as a proxy to the OTC FX market.
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White papers
Managing currency risk in equity portfolios
This report shows how equity index futures provide a more flexible alternative than cash equity products for managing foreign exchange risks.
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White papers
Equity Index Futures vs. ETFs Total Cost Analysis Tool
This tool is designed to analyze the all-in costs of replicating the S&P 500 by trading equity index futures versus exchange-traded funds.
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White papers
Economic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
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White papers
The Big Picture: A Cost Comparison of Futures and ETFs
Analyse the potential cost advantages of E-mini S&P futures as they pertain to your specific investment scenarios.
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White papers
Will Geopolitics Fuel Global Volatility?
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile.
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White papers
Can Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
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White papers
Chairman Powell’s Fed: A slightly hawkish tilt
The March FOMC meeting was the first under the new Fed Chairman Powell and the first meeting including projections by the new members of the Fed. What are your views on the outcome of this meeting?
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White papers
Economic Insights: February 2018
What happens after growth peaks? A bit of deceleration. When things are so good they can’t get any better, they usually don’t. Still, the robust momentum should carry well into 2019.
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White papers
Opportunity amidst converging returns and shrinking risk premia
In the early months of 2018, economic fundamentals are supportive of another solid year of real estate performance. But monetary conditions are tightening and our central preoccupation persists: how will this affect the risk premium for real estate?
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White papers
US Mall REITS: Diverging paths and changing tides
A review of the last 10 years in the US mall sector shows the diverging paths of high-quality mall operators versus their lower-quality peers. Ironically, under the strain of rapidly-changing market forces A-malls (malls that generate sales per square foot over $400 per annum) have emerged in even stronger shape than has been the case historically.
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White papers
Holding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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White papers
NAFTA renegotiations risk and main implications for investors
The North American Free Trade Agreement (NAFTA) is a trilateral pact between the U.S., Canada and Mexico that has been in force since 1994. Negotiations to revamp and modernize it, requested by the U.S., started in August 2017 and are now encountering some issues.
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White papers
Cross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papers
Global Perspectives: US Tax Reform
President Trump signed the Tax Cuts and Jobs Act into law on 22 December 2017, marking the first significant reform of the U.S. tax code since 1986.
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White papers
US credit: don’t worry about the macro, focus on technicals
What should we expect for US credit in 2018, in a context where spreads and volatility are closing in on cycle lows?
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White papers
Cautious on yields, selective on spreads amidst a more confident Fed
The FOMC left the funds rate target range unchanged at the January meeting (1.25%-1.50%), reinforcing, in our opinion, the likelihood of delivering three hikes this year.
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Asset Manager News
McKesson Corporation Selects Southside Quarter for New Office Building
Hines announced today that McKesson Corporation, an industry leader in the distribution of medical supplies, pharmaceuticals and laboratory products, has entered into a lease agreement for a new 125,000-square-foot Class A office building within Southside Quarter, the firm's signature mixed-use development in Jacksonville, Florida.
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White papers
House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
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White papers
Global Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.