All North America articles – Page 4
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White papersUS soft landing on track
“Robust consumption and government spending have supported US economic activity recently, but we see a mild deceleration in growth amid a rebalancing in US labour markets.”
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White papersUS elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that risks often turn out to be a source of opportunities? Stuart Canning, Fund Manager in the Global Macro Team, believes investors should look at what is priced-in, not what they think is going to happen. He examines the market’s expectations for the US election and asks whether rising market volatility is here to stay.
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PodcastOuterblue Convictions – Global Investment Views – Perspectives on the US elections
After many months of build-up and speculation, the 2024 US election is almost here. Over the past few weeks, financial markets have become increasingly focused on the candidate’s platforms and what these might imply for the economy and markets. How could markets react to Trump and Harris’ different proposals on taxation, trade and immigration?
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White papersFilling the Real Estate Funding Void
Real estate loan volumes are down. That’s creating opportunities for private lenders and investors alike.
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White papersWhat to expect between Election Day and the inauguration
With the US presidential election less than two weeks away, Americans may be looking forward to the end of a tumultuous political campaign season. However, if past trends are any indication, 5 November could be just the beginning.
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WebinarThe countdown starts: US election results and market implications
As the US election results begin to unfold, they could have a major impact on markets and the economy.
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White papersFixed Income Perspectives Q4 2024
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersFour-quadrant report
Insight into U.S. commercial real estate opportunities. Impact of economic, political, and investment trends on the four quadrants of real estate.
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White papersPositioning EMD ahead of the US election
If Kamala Harris wins November’s vote, the status quo is unlikely to change significantly, but should Donald Trump triumph the implications for foreign policy are likely to be far-reaching.
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White papersMacroeconomics, Geopolitics, and Strategy - October 2024
If only LatAm’s fiscal policy could mimic its prudent monetary policy stance
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PodcastOuterblue Convictions – Global Investment Views – Ears to the ground
Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the Fed’s first rate cut in four years. What are the core points for investors to note? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, unpack all the elements, looking at the data, the market expectations, the surprises, and what might be next for the other central banks.
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Asset Manager NewsHines Launches The SQ Collection - A Global Network Of Diverse Space Solutions
Clients Have Exclusive Access to On-Demand Office, Collaboration and Event Spaces
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White papersThe Fed “Recalibrates” to Buy Some Insurance
Rate-cutting cycles have tended to favor risk assets, so it was gratifying to see the central bank get started with a meaningful move.
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White papersAttractive opportunities for diversification with private real estate credit
Historically, the best performing investment vintages have often followed periods of distress and volatility. Commercial real estate has experienced a significant downturn since the Federal Reserve (Fed) started raising interest rates in the spring of 2022. However, in our view, the stage is now set for real estate credit to generate attractive income returns with favorable risk tailwinds.
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White papersThe Fed pivot arrives
“Inflation moving towards the Fed’s target is allowing the central bank to shift its focus to economic growth. This underscores the importance of bonds as a diversifier* in an overall agile stance.”
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White papersUS 2024 presidential election: The potential global impact
Before the summer we reviewed the upcoming presidential election and its likely impact on the US economy. At that time, President Joe Biden had just bowed out of the race and been replaced by Vice President Kamala Harris. Former President Donald Trump initially led Harris by a modest amount in overall polling approvals, though by less than he had led Biden. Since then, Harris has seen an improvement in ratings. Rising from a deficit of 1.7 points, she now leads Trump by 2 points.
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White papersUS election debate generates more political than policy buzz
The first debate between the two candidates running in the U.S. presidential race was a fractious exchange that shed little new light on policy details but is likely to be politically consequential.
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White papersCommercial & multifamily mortgage loan (CML) investments
In a volatile economic environment, core commercial and multifamily mortgage loan investments may provide investors with an attractive credit risk profile, appealing relative value, and diversification within a larger fixed income portfolio.
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Asset Manager NewsActis Announces Launch Of Orygen And New Ceo Following Acquisition Of Enel Generación Perú
Actis, a leading global investor in sustainable infrastructure, has announced the launch of Orygen, its latest energy platform operating as an independent power producer in Peru.
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White papersFilling the pool again
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
