All North America articles – Page 24
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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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White papers
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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White papers
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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White papers
Talking down the U.S. dollar: A means to an (unsuccessful) end
Is it better to be weak or strong?
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White papers
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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White papers
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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White papers
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.
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White papers
Single-family rental investors grow their share of the housing market
While tight inventory across the board remains a challenge, limited for-sale supply at the entry level is one of the primary hurdles facing millennials who are considering the purchase of a home.
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White papers
Active management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papers
Cross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
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White papers
Our Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
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Asset Manager News
Deka Immobilien purchases office building in San Francisco
Deka Immobilien has acquired “The Adam Grant Building” in San Francisco for around EUR 136 million. The office property, which is located in the heart of the financial district, was sold by a Credit Suisse real estate fund and will be added to the portfolio of the open-ended real estate fund Deka-ImmobilienGlobal.
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White papers
The Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papers
2017-Q1 New York Market Update
New York remains a very popular investment market for global capital, with foreign buyers comprising nearly half of total New York sales volume in recent years.
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White papers
2017-Q1 Real Estate Market Under Trump
Coming from several decades of real estate experience, President Donald Trump is highly familiar with the potential impact that tax reform and regulations have on real estate markets.