All North America articles – Page 22
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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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Economic 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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Will 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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What 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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US 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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Asset Manager News
Hines breaks ground on the offices at Chandler Viridian, city's tallest multi-tenant office building
Hines recently broke ground on the Offices at Chandler Viridian and announced that Stantec, an architectural, engineering, planning and environmental services company, will locate its Southwest regional office there.
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Markets 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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What 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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Cross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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The 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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Volatility 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 papers
The 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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Mining 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.
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Economic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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How 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.
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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.
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White papers
Leadership 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.
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US 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.
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White papers
US 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.