All North America articles – Page 8
-
Asset Manager News
GTIS Partners and Ryan Companies Form Opportunity Zone JV to Develop Multi-Story Last Mile Industrial Project in Seattle, WA
GTIS Partners (“GTIS”), a real assets investment firm that manages in excess of $4 billion in gross assets with a US focus on residential and industrial/logistics investments, and Ryan Companies US, Inc., a national developer, designer, builder, capital markets partner and real estate manager offering full-service commercial real estate solutions, have formed a Joint Venture to develop 65 S Horton St. (“the Project”), a four-story, class-A, last mile industrial/urban logistics property located in one of Seattle, WA’s Qualified Opportunity Zones. The building, once completed, will span 126,646 square feet and is expected to cost around $42.5 million.
-
White papers
Salary or sick leave – the impossible choice
In the fifth article in our series about the social impacts of the pandemic, Emily DeMasi looks at how the lack of national paid family and medical leave policies in the US has contributed to widening inequalities.
-
White papers
Franklin Templeton Investment Solutions Allocation Views
Our Franklin Templeton Investment Solutions team retain the view that peak growth may already have been reached, and could remain positive for some time before starting to slow down.
-
White papers
US Multifamily Investment Opportunity Post-Covid
Clarion Partners: Rental housing in the United States has consistently seen increased demand from institutional real estate investors.
-
White papers
On my Mind: Something Has to Give
Dr. Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines three possible scenarios and the logical implications of each.
-
White papers
Inflation Expectations And Interest Rates In The US
Recently, concerns about rising inflation rates have grown. Yield curves have steepened and interest rate levels have increased.
-
White papers
Munis in a new light
Things are not always what they seem. This is proving true in the municipal bond market, where a perception shift is underway that carries profound implications – and opportunities – for investors.
-
White papers
Biden agenda: tackling income inequality and its potential inflation impact
The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike.
-
White papers
The Fed’s Last Call for the Punchbowl?
Dr. Sonal Desai discusses the Fed’s challenge. With high uncertainty on the inflation and employment outlook, adjusting its exceptionally loose monetary stance at the right time and pace become a very difficult high-wire act.
-
White papers
Market’s view of transitory inflation in the US may be premature
We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.
-
White papers
Investment Insights: Market’s view of transitory inflation in the US may be premature
We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.
-
White papers
What if the Democrats succeed in passing the capital gains tax?
Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority. We believe the capital gains tax hike could go ahead regardless of the Republicans opposition.
-
White papers
Muni Market View on the American Jobs Plan
Highlights of US President Biden’s $2 trillion infrastructure plan, and how it could impact the muni market.
-
Webinar
U.S. direct lending market update
Ken Kencel, President & CEO, Churchill Asset Management, an investment-specialist affiliate of Nuveen, gives his insights on recent trends and market activities as well as the impacts of the pandemic.
-
Asset Manager News
GLP Raises US$850 Million with the Launch of the Largest US$ Green Subordinated Perpetual Securities Globally
GLP has successfully priced a landmark US$850 million Regulation S offering (the “Offering”) of Green Subordinated Perpetual Non-Call 5-year Securities (the “Green Perpetual Securities”) at a coupon of 4.500%.
-
White papers
US inflation – Higher for longer?
US inflation looks set to rise significantly heading into the summer. Contrary to the view that this will be a temporary increase, a number of forces could combine to create greater structural pressure pushing prices higher for longer.
-
White papers
US Stock-Bond Correlation: What are the Macroeconomic Drivers?
For the last 20y, the correlation between stock and bond returns has been negative, enabling CIOs to increase stock allocations, with bonds acting as a hedge, while still satisfying a given risk budget.
-
White papers
4 reasons why US debt may not spin out of control
Is surging US debt sustainable, or will it spin out of control?
-
White papers
Finding yield: how insurers are employing new approaches
Loomis Sayles Market Insight: Insurers swapping out bond portfolios for higher-yielding credit instruments found deep in the capital structure
-
White papers
NIM Solutions Insight - 100 Days of Biden
Natixis Affiliate Publication: President Biden has reached his first milestone, 100 days in office. What has this time told us about who he will be as president and how his policies might impact markets?