All North America articles – Page 5
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White papers
Putting Purpose Into Value Investing
Funding future liabilities and beating an index should be the aim when hunting for undervalued companies
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White papers
Social issues rise up voting season agenda
This year’s voting season saw a rise in shareholder resolutions on social issues in North America and Europe, along with the mainstreaming of management-proposed say-on-climate votes. Amy Wilson and Laura Jernegan examine some of the key meetings and shareholder proposals.
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White papers
AMN Healthcare: Engagement commentary
As the leading healthcare staffing company in the US, AMN has the ability to lead the healthcare industry on the issue of gender pay.
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White papers
Equity market downturn: The path forward
In the post-Volcker era, the Federal Reserve (Fed) has typically exhibited a vigilant approach to fighting inflation. Whenever labor market tightness appeared and inflation was beginning to approach its target rate of 2% Core PCE, the Fed would often spring into action with rate hikes. This cycle, however, has been unique, with the Federal Reserve instead permitting inflation pressures to build-up rather than promptly stamping them out.
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White papers
Data Delivers Mixed Messages Amid Slowdown
Mixed data is fueling debate about underlying economic strength and recession odds. Meanwhile, markets this week await Powell’s speech at Jackson Hole. Elsewhere, Chinese policymakers took steps to address rising risks to the outlook. Eyes will be on Nord Stream 1 next week.
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White papers
Recession Semantics
Whether the U.S. is actually in a recession is debatable, but high inflation will affect companies both positively and negatively.
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White papers
Public Engagement Report, Q2 2022
EOS at Federated Hermes takes an in-depth look at supply chains and human rights risks. Plus, why curbing methane emissions is critical to tackling the climate crisis, and all the voting season highlights from Europe and North America.
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White papers
Equity market downturn: Unraveling the decline
In the few months since March 16, when the Federal Reserve (Fed) finally started hiking policy rates in response to spectacularly high inflation, U.S. equities have tumbled. Since Fed liftoff, the S&P 500 has fallen 13%, bringing the total decline since the market’s peak in early January to over 21%—almost erasing all last year’s gains.
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White papers
Enhancing customer experience on the Indiana Toll Road and building pathways to a diverse ability talent pool
Customer and community stewardship are high on the agenda at Indiana Toll Road Concession Company (ITR), the company managing the 157-mile-long toll road stretching across Northern Indiana in the US.
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White papers
Investment Landscape - Americas
We began this year with the expectation that the world and real estate markets would normalize, on the back of a more controlled pandemic and the reopening of most economies and markets. Little did we know that the first quarter would welcome us with a war in Eastern Europe, rising inflation, increased cost of debt and the prospects of a recession looming in the United States.
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White papers
Fighting inflation: What the latest Fed move means for investors
The first month of summer came in hotter than expected. Data released in June showed that annual headline CPI inflation—previously thought to be cooling—had touched a new 40-year high.
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White papers
The road to recession: Attempting to time the next economic downturn
With the struggles from the Global Financial Crisis (GFC) still fresh in policymakers’ minds, the 2020 COVID-19 recession was fought proactively, with every tool available. After trillions of dollars in fiscal and monetary stimulus, protracted economic crisis was avoided.
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White papers
3-4 May FOMC meeting: 50bp interest rate hike is bullish for markets
Federal Open Market Committee (FOMC) and statement: On 4 May, the Federal Reserve (Fed) hiked the Fed funds rate by 50bp to 0.75-1.00%, the first back-to-back hike since the second quarter of 2006. The FOMC statement signaled the start of a series of rate hikes. The Fed downplayed the negative Q1 GDP data, while upgrading its inflation assessment.
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White papers
Just What Will Break First?
Tighter policy will eventually tame prices, but it’s still hard to see a U.S. recession anytime soon.
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Asset Manager News
Salesforce Tower Chicago Completes Construction and Becomes First Office Tower to Measure and Achieve a 19% Reduction in Carbon Emissions
Hines shares Embodied Carbon Reduction Guide with methods that can be implemented industry-wide.
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Asset Manager News
GTIS Partners Closes on Build-to-Rent Project in Queen Creek, AZ
GTIS Partners LP (“GTIS”), a real asset investment and development firm based in New York, today announced closing on Queen Creek Commons, a residential build-to-rent project located in Queen Creek, AZ within the Phoenix MSA. The Project will be developed in-house by GTIS with Sonoma Communities, a Phoenix based developer, serving as its co-developer. The Project is estimated to have a budget of approximately $65,000,000.
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White papers
Why private real estate in an inflationary environment?
Hotter-than-expected inflation is stoking investment opportunities in real estate. We believe real estate may be the right investment for today’s investor.
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Video
The Rise of Alternative Property Sectors in the U.S.
Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.
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White papers
Market snapshot: Fed ramps up policy response to runaway inflation
US central bank to begin speedy reduction of its balance sheet as officials lean towards 50bps rate rises this year