All United States articles – Page 10
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White papers
Quality and Growth: Striking a Balance
The world’s central banks have made great strides in tamping down inflation over the past year. But as investors are discovering, fighting inflation is a long game. US economic growth slowed to an annualized 1.6% in the first quarter—even as core inflation ticked up close to 4%. Near-term activity indicators are showing some evidence of recovery, but we expect overall economic growth to trend lower.
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White papers
Value Stocks: Cracking the Quality Code
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
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White papers
EM Local Debt: Is the EM-U.S. Disconnect an Overlooked Opportunity?
Emerging markets have become increasingly out of sync with the U.S. in terms of inflation and economic growth. Markets are ignoring the disconnect, which could spell an opportunity for investors.
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Podcast
Sound Progress - Episode 9
What happens in the US can – and typically does - have a global impact.
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White papers
Three investment ideas from earnings season
Quarterly earnings for most companies in the S&P 500 Index have exceeded expectations. Businesses continue to cut costs, pass on price increases to consumers and find new areas of growth.
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White papers
Deconstructing Opportunities in IG Credit
Amid narrow spreads, a focus on sector and credit research and a willingness to take tactical positions could help to capitalize on potential dislocations across the U.S. investment grade credit universe.
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White papers
US exceptionalism: Can the world’s largest economy keep delivering for investors?
On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
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White papers
US consumer price pressures are subsiding
“Declining US inflation is positive for US bonds, and investors should also keep a global approach to potentially benefit from attractive yields elsewhere, including in emerging markets.”
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White papers
Will the US presidential election endanger an investment boom?
The onset of the pandemic saw the US endure a period of remarkable economic turbulence but it has since transitioned to a phase of unexpectedly strong growth. One factor underpinning this trend has been the somewhat unusual, acyclical nature of investment spending. Far from exacerbating broader swings in the economy and falling sharply in the wake of higher interest rates – the traditional response – investment spending has remained solid.
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White papers
Unlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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White papers
Meta shifts the narrative on dividends in the world of Big Tech
Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies. Soon after, Alphabet and Salesforce followed suit, announcing dividends for the first time.
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White papers
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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White papers
The U.S.-China Competition Through Four Lenses
Not all Great Power Competitions lead to military confrontations. Explore the U.S.-China relationship through four lenses and whether the current global order faces the risk of confrontation.
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White papers
Healthcare Stocks: Testing the Vital Signs of Managed Care Providers
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
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White papers
Regenerative real estate investing
Despite an enviable long-term growth record, the U.S. economy hasn’t benefited all groups of U.S. society equally. Growth disproportionately favors higher-net-worth individuals who have benefited not only from higher paying jobs, but also from wealth creation related to home and financial asset ownership. As a result, rising socioeconomic inequality has become one of the biggest challenges of our time.
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White papers
The Coming Wave of Homebuyers
How higher rates for longer could be positive for U.S. consumption.
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White papers
Macroeconomics, Geopolitics, and Strategy - May 2024
“We expect 75 bps of rate cuts in 2024 as monetary policy remains restrictive, growth will slow down, and inflation data do not alter our projections.”
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White papers
IMF spring meeting take-aways: short-term resilience, but no reacceleration in the mid term
In recent months, the IMF and other economic forecasters have raised their growth projections for 2024. The April World Economic Outlook showed revisions (+0.3% Global) that primarily affected the US, China and Emerging Markets (EM). These revisions were based on expectations of less economic scarring from the recent crisis, insufficient fiscal adjustment supporting short-term growth and less effective monetary policy transmission compared to the past.
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White papers
Cross Asset Investment Strategy - May 2024
Topic of the Month: IMF spring meeting take-aways: short-term resilience, but no reacceleration in the mid term
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White papers
Paradigm shift: market snapshot
Stronger-than-forecast US economic reads and hawkish comments from the US Federal Reserve have brought rate-cut hopes crashing to earth.