All North America articles – Page 9
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White papersMarket’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.
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White papersInvestment 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.
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White papersWhat 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.
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WebinarU.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.
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Asset Manager NewsGLP 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%.
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White papersUS 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.
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White papers4 reasons why US debt may not spin out of control
Is surging US debt sustainable, or will it spin out of control?
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White papersFed to keep policy easy despite arrival of economic boom
Evidence continues to mount that a combination of vaccinations and stimulus are creating some of the strongest economic growth data in decades. Even so, the Fed remains committed to easy monetary policy until unemployment falls further and inflation materializes.
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White papersWhat is the toll on this road?
The U.S. is crying out for infrastructure upgrades, but an overshoot on taxes could put its companies at a disadvantage.
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White papersAmid a US economic boom, how high can rates go?
The possibility of an economic boom this year has stoked worries about higher inflation and prompted a sharp selloff in US Treasuries.
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White papersThe big bounce back
A high-velocity vaccine rollout, $1.9 trillion stimulus package and a year of pent-up consumerism mean the future is bright for U.S. mid-market direct lending, says Churchill Asset Management’s Randy Schwimmer.
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White papersA U.S. Treasury Bear is Born
Bear markets typically begin cloaked in a spirit of denial. Confutation can be virtuous because decline owns up to problems and making a change to solve them is often too painful. It’s human nature to seek pleasure to avoid pain. So, folks resist and hang on to their dogmas unyielding beliefs like “inflation hasn’t happened and can’t happen because demographics and technology won’t allow it to happen just look at Europe and Japan.” Certainly, an entire generation has grown to acquaint a bond bear but just for a brief “hello” and a more celebrated long “good-bye”.
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White papersIncreasing Yield with US Corporate Bonds
For 2021, with interest rates very low and spreads tight, investors are wondering where to turn in order to generate returns in the liquid fixed income universe. We will show that US credit investments offer attractive returns even after currency hedging. Due to a steep US yield curve, the expected return is higher than the current yield.
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Asset Manager NewsNuveen Real Estate and Taconic Partners Complete Successful $600M Recapitalization for State-of-the-Art Life Sciences Hub at 125 West End Avenue in New York
Nuveen Real Estate and Taconic Partners completed a $600 million capitalization of 125 West End Avenue, New York City’s newest life sciences building on Manhattan’s West Side.
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White papers1st Quarter Signals: Five questions facing markets
Markets have continued to ride their upward momentum through the first quarter of 2021,with investor optimism fueled by wider distribution of COVID-19 vaccines and expectations for the sizeable fiscal stimulus package from the Biden Administration.
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White papersThe unique time for US value: rotation from growth plus innovation, quality and ESG improvement
The rotation towards value is a key theme of our 2021 investment outlook. As the US economy moves towards reopening and a return to normalcy, we expect an overly accommodative Federal Reserve (Fed) to let the economy ‘run hot’ in the near to medium term, meaning reflation and a steeper yield curve.
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White papersWill the Energy Sector Evolve or Devolve?
Change in the White House has brought swift transformation to US environmental policies, especially those affecting the oil and gas sector. We don’t believe the beginning of the end is here for the oil and gas industry, but the energy sector faces substantial change—and companies need to adapt over time.
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White papersHow Much Further Will US Rates Rise?
US Treasury yields have surged recently, buoyed by rising optimism about economic growth and rising inflation expectations. Based on our growth forecast, longer-term rates will likely rise for the next few quarters—but more slowly. And we think the Fed is prepared to push in the other direction if rates rise too far, too fast.
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White papersAre Growth Stocks Attractive in a Post-Pandemic World?
The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models.
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White papersBiden’s First 100 Days: The roadmap ahead for capital markets
With the Georgia run-off elections giving the Democrats narrow control of Congress and President Biden’s inauguration behind us, investors can finally set their sights on the policies of the new administration. Broadly, markets have responded favorably across most risk assets as the uncertainty surrounding the election has finally passed.
