All North America articles – Page 21
-
White papersEconomic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
-
White papersHow bad could a trade shock be for the industrial sector?
Globalization’s inexorable forty-year march was dealt a blow by Brexit and the subsequent presidential election in the United States.
-
White papers
Q1 2017 Single Family Housing Market Update
On the heels of improving economic conditions for households in recent years, the housing market has been robust with strong price appreciation, healthy demand, and a continued need for production.
-
White papersLeadership Changes Loom at the Fed
The Trump administration is starting to consider a replacement for US Federal Reserve Chair Janet Yellen after her term expires. This is only one potential leadership change in what could be a wave of turnover ahead for the institution.
-
White papersUS Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
-
White papersUS Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
-
White papersReal Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
-
White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
-
White papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
-
White papersIs a US Equity Correction Overdue?
US equity markets continue to march upward, fueling fears of a correction. History suggests that a downturn is overdue. So how should investors prepare?
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papersEconomic Insights: June 2017
The nine years since the summer of 2007 were anything but normal. There was a nearly constant stream of financial crises: emanating first from the United States, then the Eurozone, and then from China’s stock market meltdown and surprise devaluation.
-
White papersUS Banks: Ready to Emerge from the Storm?
After weathering the global financial crisis and an era of heavy regulation, the US banking sector has gotten what looks to be a clean bill of health. We think this opens a lot of possibilities for equity investors.
-
-
Asset Manager News
Deka Immobilien purchases fourth property for its North American-Fund
Deka Immobilien has secured via a Sale-and Leaseback-transaction the Hotel „Hyatt Centric The Loop“, located in downtown Chicago, for a purchase price of 110 Mio.
-
White papersEmerging market assets: Zoom out and re-focus
Emerging market assets well placed to outperform their developed world counterparts but too much attention is devoted to the short term.
-
White papersValuations and Volatility Test Equity Investors
It’s been a really good year for equities so far. Paradoxically, this is sowing the seeds of anxiety. Valuations are higher, so people are worried about a correction. Subdued volatility has stoked fears of renewed turbulence.
-
White papers
Why reflation is about much more than Donald Trump
Donald Trump’s unexpected victory in the US presidential election last year prompted much market excitement about the birth of the ‘reflation trade,’ based on the former reality TV star’s plans to cut taxes and spend lavishly on America’s crumbling infrastructure.
-
White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
-
White papersGrowth Spurt for Active Managers
US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies.
