All North America articles – Page 23
-
White papers
Real Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
-
White papers
Cross 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 papers
Global Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
-
White papers
Is 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 papers
Argentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papers
Economic 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 papers
US 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 papers
Emerging 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 papers
Valuations 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 papers
Cross 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 papers
Growth 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.
-
White papers
Asia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
-
White papers
The Fed Hikes Rates — but Faces a Dilemma
The Fed’s rate hike Wednesday was thoroughly unsurprising. But under the surface calm, policymakers are wrestling with a dilemma in the US economy that will be a major influence on policy ahead.
-
White papers
Has the Climate Changed for Sustainable Investing?
What impact will the US withdrawal from the Paris climate accord have on environmentally focused investing? We think not much. The momentum behind green innovation looks all but unstoppable, galvanized by powerful economics.
-
White papers
Asset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.