All North America articles – Page 7
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White papersInflation, central banks and rising rates – Q&A with Andrew Cormack
It feels as though US policy makers have spent the entire post-global financial crisis period trying to generate inflation. Now that it’s here, it seems like the wrong kind of inflation. How do you see inflation playing out in the US?
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Asset Manager NewsGTIS Partners Closes on Third Build-to-Rent Project in Phoenix MSA
GTIS Partners LP (“GTIS”), a real assets investment firm that manages in excess of $4 billion in gross assets with a focus on residential and industrial investments, today announced closing on Cotton Lane, a 13-acre site fully-approved for 144 build-to-rent units, located in Glendale, AZ.
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White papersUS Stocks: Enduring Advantages for Testing Times
After three supercharged years for US equities, many investors wonder whether the market still has fuel for 2022. While higher valuations warrant caution, we believe a carefully chosen allocation can capture advantages inherent to the US market that underpin solid long-term return potential.
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White papersU.S. Industrial Real Estate: Will the Outperformance Continue?
Clarion Partners is optimistic about the income growth potential for well-located, high-quality industrial investments.
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White papersCentral banks: a successful hawkish turn
The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.
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White papersWhere are the Workers?
As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.
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PodcastInvestment Symposium Series – Olivier Blanchard on US inflation…
In this time of profound change for societies, economies, and cultures, our goal is to provide investors with thought leadership on the factors shaping our age of transformation and the impact for financial markets and investing.
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White papersFixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.
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White papersFed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious
US consumer prices jumped by 6.2% in October, their highest level in 30 years! Deteriorating inflation data have pushed markets towards forecasting a faster pace of tapering and a more rapid removal of accommodation in 2022. We expect the Fed to act gradually as Covid remains a major risk and as the Fed would like to see a higher participation rate.
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White papersWhat Rhymes With “Transitory”?
The search continues for a word that describes inflation that will not derail the recovery.
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Research ReportPIMCO Prime Real Estate: U.S. Multi-Family Spotlight
The U.S. residential rental sector will attract increasing international capital buying into trends accelerated by the pandemic. These include U.S. domestic migration to the Sun Belt and suburbanization within cities. The sector has also retained its inherent strengths: markets are large and liquid, and residential improves institutional portfolios’ resilience to volatility and risk-adjusted returns.
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White papersSurging Construction Costs: Implications for Commercial Real Estate
Clarion Partners: U.S. multifamily construction companies have experienced steep material price increases and a lack of available construction supplies.
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White papersFed tapering begins: mission accomplished
The Federal Open Market Committee (FOMC) appears to have struck a neutral balance in its November 3 meeting statement and Chair Jerome Powell’s post-meeting press conference. The Fed was careful to differentiate the formal start to monthly tapering of the asset purchase programme with future adjustments to the Federal Funds Rate. The Fed maintained the transitory inflation language, but specifically pointed to inflation “factors that are expected to be transitory” rather than inflation as a whole.
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White papersRecovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
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VideoBeyond Headline Multiples: US Equities webcast, November 2021
Join Mark Sherlock, Henry Biddle and Steve Chiavarone for the latest webcast on Federated Hermes US SMID.
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White papersNormalizing policy and market risks
The United States Federal Reserve (Fed) is faced with continued challenges as it seeks to manage both the cyclical and structural economic fallout from the pandemic and move beyond its ultra-accommodative policies.
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White papersThe Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG. Since the latest update in 2019, we have lived through a global pandemic that profoundly reshaped the global economy and society, and an eventful change of leadership in the United States.
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VideoUS Economic Outlook: Inflation, Growth and the Fed
Most measures of inflation are at multiyear highs. Headline inflation has gone up 5.4% over the last 12 months, and that’s a rate of increase that we haven’t seen in more than a decade.
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White papersOpening the Tap: Opportunities in Regulated Water Utilities
The need to bring capital to the nation’s water utility systems is clear: Deteriorated water infrastructure affects both the population and the environment.
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White papersAllocation Views: Burning US$5 bills
Our Franklin Templeton Investment Solutions team retain the view of heightened levels of inflation and persistent market worries in relation to the peaking of growth in many of the major economies.
