All United States articles – Page 10
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White papersProving resilience and durability
As a top-performing asset class for about a century, farmland has proven time and again to have upside growth potential and to be resilient throughout various economic scenarios. It is an essential global property sector tied to food production. Jim McCandless and Daniel Murray, co-CIOs for farmland at UBS Asset Management, discuss why more investors are looking to add farmland into their investment portfolios.
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White papersCLOs Go Mainstream
Rates are on their way down—so why are investors lining up for these floating-rate securities?
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White papersFollowing a bumper 2024, what’s next for the US economy and market?
The US has dominated financial markets this year. The economy has been stronger than expected with GDP growth running at an annualised rate of 3.0% in the second quarter (Q2).
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White papersDo elections really matter to investors?
Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.
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White papersUS election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors
In November the US goes to the polls to decide who will be the next president – the Democrat incumbent Joe Biden or returning Republican nominee Donald Trump. Under Biden, in August 2022 the US introduced the Inflation Reduction Act (IRA), a federal law which aims to, among other things, invest into domestic energy production while promoting clean energy. It represents the largest ever Congressional investment in the energy transition.
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White papersThe continued resilience of U.S. affordable housing
As the real estate investment environment continues to navigate challenges, investors are seeking ways to diversify allocations to affordable housing. Impact investment strategies such as affordable housing have long been known for delivering positive social and environmental changes, however, the economic benefits of U.S. affordable housing remain misunderstood by many investors.
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White papersA closer look at European equities
Interview with Arun Singhal, Global Head of Product Management at STOXX.
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White papersWelcome to the Benjamin Button economy
In the 2008 film, The Curious Case of Benjamin Button, the title character played by Brad Pitt ages in reverse, transitioning over time from an old man to a young child. Oddly enough, I think the US economy is doing something similar.
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White papersPotential Regulatory Risks and Opportunities for Energy Infrastructure Following the 2024 U.S. Federal Elections
The US is at a crossroads ahead of one of the closest contested presidential elections in years. This election has repercussions for every sector of the world’s largest economy and could create significant change depending on whether Donald Trump or Kamala Harris are elected to the White House. Potential impact to the energy infrastructure sector has come into focus during the presidential campaign after historic levels of investment under the Biden administration.
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VideoRethinking through the noise
“As the world speeds up, we instinctively move faster. Yet investors who slow down and rethink opportunity sets can gain the clarity needed to get ahead.”
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White papersREITs: On course for a recovery
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall. Historically, REITs have outperformed during similar economic conditions, and sectors with resilient, long-term cash flows are attractive today. Investors seeking real estate exposure should see this period as a compelling opportunity to benefit from REITs’ liquidity and potential for cap rate compression.
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White papersRate Expectations
Much has been written about the pace of likely interest rate cuts from the U.S. Federal Reserve. We continue to expect a total of 75 bps by year end, with a first cut of 25 bps at the next Federal Open Market Committee Meeting on September 17-18.
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White papersBoeing bonds bound to bounce back?
Boeing is an iconic name. It enjoys high levels of political support in the government of its single largest customer, the United States. It produces the president-carrying Air Force One, makes the ubiquitous commercial airliners, influences space exploration, produces military equipment and maintains significant nuclear capabilities for the US. This relationship is a substantial pillar of support for the credit.
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White papersSemigods: winners in the US vs China tech race
Convention dictates that as geopolitical rivalries intensify, cross-border trading relationships break down, growth suffers and investment potential diminishes. But this is not always true. Strategic moves by the US and China to defend their national interests underpin a new order, reshaping where opportunity can be found.
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BlogFive Risks U.S. Tariffs Pose to EU Competitiveness
We see five reasons why renewed trade tensions could be particularly economically damaging for the EU at this fragile time.
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White papersThe Fed “Recalibrates” to Buy Some Insurance
Rate-cutting cycles have tended to favor risk assets, so it was gratifying to see the central bank get started with a meaningful move.
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White papersReturning to REITs
As inflation declines and interest rates are cut, the future may be brightening for one of the most beaten-down U.S. equity sectors.
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White papersWhat the Fed’s rate cut means for US high yield
The US high yield (HY) market reacted positively to the 50 basis points (‘bps’) rate cut delivered by the US Federal Reserve (Fed) in September.
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Asset Manager NewsHines Named in U.S. News & World Report’s 2024-2025 Best Companies To Work For
Hines, a leading global real estate investment manager, has been recognized by U.S. News & World Report as one of the 2024-2025 Best Companies to Work For – Real Estate.
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White papers50bps and the bond curve…
Simon Prior, Fixed Income Fund Manager, discusses the impact of the recent rate cut on both the fixed income and the broader market.
