All United States articles
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White papersU.S. Industrial: Will the Outperformance Continue?
U.S. industrial property has continued to be the best- performing commercial real estate (CRE) sector amidst historically robust demand. Institutional-quality industrial investments have significantly outpaced the overall NCREIF property Index (NPI) index since 2011, as well as the other core CRE property types over recent years.
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White papers
Private Real Estate as a Hedge Against Inflation
Clarion Partners: The U.S. economy looks encouraging heading into 2022 with robust consumer spending and a strong housing market.
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Postcards from the Death Zone
Investors’ ‘situational awareness’ is vital as central banks tear up flight plans…
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Preferred stocks and hybrids (Product Profile)
Investors are nervous about the outlook for both fixed income and risk assets, and the new FTSE US Preferred Stock & Hybrids Index series could mitigate these concerns in the current macro environment.
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Surging 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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Volatility Looms as Support Is Withdrawn
Led by the U.S., central banks and governments are set to embark on a period of monetary and fiscal tightening, negatively impacting global growth. At the same time, however, the business cycle remains early in the “expansion” phase. Volatility looms—but it is the kind that should provide strong opportunities for investors who are prepared for it
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Recovery 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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Blog | Q3 Spotlight webinar - Blog summary
To kick off our new quarterly FTSE Russell webinar series, “US Equities Performance and Insight,” iShares joined us to discuss core themes in equity market performance and key drivers to shed light on what might be in store for US equities through year-end.
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Video
Beyond 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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An update on the current state of U.S. crypto taxation
In recent years, the volatility in cryptocurrency prices has made the headlines in the financial and popular media. Witness bitcoin. In alternate throes of love and fear, we have seen bitcoin’s dramatic 1,300% price surge in 2017, its subsequent crash during the crypto winter of 2018 and its phoenix-like resurgence to break through $50,000 a bitcoin as of mid-February 2021.
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The inflation debate: Will price pressures persist or start to recede?
This Global Macro Shifts explores inflation in the US, comparing the case for temporary inflationary pressures against the argument that high inflation will become more persistent and entrenched.
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Rich Valuations Balance Healthy Credit in Global High Yield
Credit analysis can expose value even amid tight credit spreads.
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Research Report
Russell US Indexes Spotlight Report: Third quarter 2021
Authored by FTSE Russell’s Global Investment Research team, this new quarterly publication provides a deep-dive into the performance and key market drivers of US equities, viewed through the lens of Russell large-cap (Russell 1000), small-cap (Russell 2000), Growth and Value indexes.
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Opening 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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Higher rates provide a second chance to play US value opportunities
Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.
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Russell US Indexes Spotlight Report
Large-cap winning streak continues into Q3, buoyed by Growth outperformance
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The U.S. Value Stock Rally—Expect a Shift to Quality
We believe value-oriented companies should continue to find generally solid support, and we anticipate a progressive rotation as investors gradually shift focus from early-cycle/deep-value stocks toward higher-quality value companies.
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Allocation 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.
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Congress Sets New Deadline, So Do Markets
A general sense of risk-off dominated early in the week as markets faced a “wall of worry.” Lingering concerns over China regulations, stalemates over raising the U.S. debt ceiling, and the stunning spike and volatility surrounding energy prices all weighed on market sentiment.
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White papers
Blog | ESG in passive investing: the US equity fund faucet opens
More institutional investors across the globe are considering ESG than ever before. A 2020 survey by FTSE Russell found that more than 7 in 10 asset owners globally are evaluating and implementing sustainable investment considerations in their investment strategies and among those using and/or evaluating smart beta strategies,
