All United States articles
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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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Asset Manager News2023 ESG Report
At Hines, we strive to be the best – and most innovative – real estate investment, development, and management firm in the world. Over the years, ESG has become an increasingly critical part of our thinking and planning for the future of Hines.
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White papersEquities in elections time
“With equity markets at record highs and election uncertainty looming, a balanced approach in equity with a focus on fundamentals is key.”
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VideoInvestors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
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White papersSurge of the Secondaries: Financing Growth in an Undercapitalized Industry
With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.
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White papersSearching for impact: Comparing transport and renewables from an impact perspective
The energy transition has been the largest opportunity within the infrastructure sector over the past decade (~52% of transactions closed1), and we expect this trend to continue.
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White papersIG Credit: Idiosyncratic Opportunities in a Favorable Environment
Given the combination of still-elevated yields, solid fundamentals and technicals, and a resilient U.S. economy, IG corporate credit looks well-positioned for the months ahead.
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White papersThe 2024 Election: Navigating Potential Financial Sector Shifts
We believe the outcome of the US presidential election could alter fundamental dynamics across the financial sector: Banking regulation, crypto, private equity, insurance—all stand to be shaped by the winner in November. Here is a look at some key areas and, in our view, the potential implications for investors.
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White papersFixed Income Investment Outlook 4Q 2024
With the U.S. Federal Reserve’s recent interest rate cut, we anticipate broad easing by central banks over the next year across the developed world. However, some caution may be warranted on duration, as markets may be overly optimistic about the initial pace of reductions. Meanwhile still sturdy, if softening, economic conditions along with strong investor demand have contributed to narrow corporate credit spreads, reinforcing the value of a quality emphasis and drawing on yield and price opportunities wherever they emerge.
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White papersWhat Is the Opposite of Confirmation Bias?
Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.
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White papersThe U.S. Election, the Economy and the Markets
Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
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White papers2024 US elections: macro, geopolitical, and investment perspectives
As the US elections approach, markets are increasingly focusing on the candidates’ platforms and their implications for the economy and markets. Taxation, foreign trade, immigration and fiscal policy are at the forefront of the candidates’ agendas. Harris advocates for higher taxes on corporations and the wealthy to fund social initiatives and green policies, while Trump promotes tax cuts, deregulation and an increase in oil production.
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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 papersEmerging Markets charts and views: Gearing up ahead of US elections and policy easing
The Global macroeconomic outlook is supportive for EM prospects, with global growth remaining resilient and inflation generally on a declining trend. EM appear more resilient.
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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 papersGlobal Market Perspectives, Q4 2024: Hard to be gloomy
Global policymakers have responded to weakening economic growth, raising the odds of a global soft landing.
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White papersFixed income perspectives 4Q 2024: Capturing fixed income opportunities as central banks shift gears
The outlook, themes, and investment implications for global fixed income markets
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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 papersEarnings season: Starting from a place of resilience
The third quarter earnings season has begun, and while expectations have tempered since earlier in the year, the corporate sector remains strong, with ample buffers given elevated profit margins and strong balance sheets. With the help of Fed cuts, they are well-positioned to navigate the period ahead even as the economy weakens.
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White papersOn My Mind: For a few rate cuts more
Recent data releases continue to point to a stubbornly resilient US economy. This supports Franklin Templeton Fixed Income CIO Sonal Desai’s long-held view that the neutral rate of interest lies north of 4% and suggests that this monetary policy easing cycle will be shorter and shallower than many financial market participants expect.
