All North America articles – Page 24
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White papers
The emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
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University bond issues: Making the grade
Guillaume highlights that our top UK universities are among the best in the world, making their bonds potentially attractive investments.
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How should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
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Trumponomics: What could go right?
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
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Conversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
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Back to school: An overview of the student-housing sector
Until recently, investing in university student housing was a niche business.
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Our Convictions: May 2017
We have repeatedly mentioned how financial markets have tended to overestimate the risks of European elections, underestimate the fears of the Brexit and overestimate hopes on Trump’s economic policy.
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Cross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
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White papers
Trump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
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Cross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
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In Credit: You can check out any time you like...but can you ever leave?
Deutsche Bank notes that global economic surprises have reached a six and a half year high globally, which continues to support risk assets.
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White papers
Global Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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Talking down the U.S. dollar: A means to an (unsuccessful) end
Is it better to be weak or strong?
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In Credit: Rising US rates and Dutch courage
In the US, the Federal Reserve did as expected and lifted interest rates for the third time this cycle – by 25bps to 1%.
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Our Convictions: March 2017
No major changes on the macroeconomic front last month, but, rather, a confirmation of trends that we had already factored into our asset allocation.
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Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Asset Manager News
Debt fund “Deka Realkredit Klassik“ acquires finance for office building in Los Angeles
The “Deka Realkredit Klassik” debt fund has acquired a senior USD 20 million tranche of a commercial real estate loan from DekaBank.
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White papers
2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
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White papers
Economic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains.