All United States articles – Page 12
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White papersThe Case for a U.S. Productivity Boom
The economy in any single year is subject to the vagaries of chance and, as such, can be “noisy”. Near-term volatility that exerts short-term stress into markets may be front of mind for most investors, but it is long-term trends that provide us with the best view of the future, especially for those with long investment horizons.
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Asset Manager NewsHines Named to Fast Company’s World’s Most Innovative Companies List
Hines, the global real estate investment manager, has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies for 2024. Ranking in the top five of the Urban Development and Real Estate category, Hines is recognized for its achievements in innovation, sustainability and environmental stewardship.
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White papersIs employment at the heart of US economic growth?
Every economist fetishises their chosen leading indicator for the US economy – be it the ISM manufacturing index, capacity utilisation rate or new home sales. We cannot overstate the dangers of this habit and prefer to base our analysis on nowcasting indicators. But if there is one indicator that represents a syncretism of the economy, it is the labour market. This week, Simply put applies an economic theory linking employment conditions to GDP growth to estimate US output for 2024.
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White papersGold has been shining bright this year
”Expectations of a Fed pivot to cut rates likely drove the recent, sharp surge in gold. Now, geopolitical risks and concerns over lack of fiscal prudence from governments could support the demand for metals.”
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White papersWhat if the Inflation Reduction Act were repealed?
The energy transition is a polarising US political issue. For the Inflation Reduction Act (IRA), which in 2022 approved an estimated USD 670 billion to boost domestic clean-energy production and manufacturing, the November 2024 federal election will undoubtedly impact its future and the funding it provides.
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White papersA sort-of Super Tuesday
This week played host to ‘Super Tuesday’, a key date in the US presidential election calendar where key states hold their primary elections. This year’s results yielded few surprises and set up the 2024 US Presidential election to be a rematch of 2020.
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White papersMarkets heed data, not Fed Speak
Strong reports have swayed expectations for rate cuts rather than the Fed’s constant blaring.
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VideoThe stars (and stripes) align: The overlooked appeal of US SMID
In our latest video insight, Charlotte Daughtrey, Equity Investment Specialist, makes the case for US SMID (small and mid-sized) stocks, which can sometimes get overlooked amid the hype around the so-called ‘Magnificent Seven’ stocks, but can represent a particularly exciting area of the market.
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White papers6 questions concerning the weakness behind US resiliency
Do you see recent US data pointing to stubborn inflation? In January we had some upside surprises, encompassing import prices, producer prices, both headline and core CPI, and the PCE deflator. We think prices were in part boosted by seasonal factors which are not fully accounted for in the usual seasonal adjustment, something that also happened last year.
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White papersSuper Tuesday points to a super-charged battle
“A Trump-Biden rematch looks likely in November. As we move closer to the elections, market uncertainty will rise given the candidates’ divergent approach to foreign policy and geopolitics.”
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White papersThe Long Good Buy: Successfully Redeploying In Today’s Market
The heart of the buy-hold-sell decision is recognizing there are two real estate market cycles that interact with each other.
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PodcastPulse Check on U.S. Interest Rates
The U.S. economy has defied predictions of recession amid post-pandemic interest rate volatility.
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White papersSelf-storage: creating its own market
With retail and more recently offices falling out of favour with many investors, all eyes are on alternative property types. Among the most popular is self-storage, though as with any opportunity, a key consideration should be to separate the hype from the substance – or at least cyclical from structural drivers.
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White papersThe case for U.S. & EU industrial real estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway accelerated during the pandemic.
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White papersU.S. Economic and Property Market Outlook - Q4 2023
The U.S. economy continues to surprise to the upside, posting annualized fourth-quarter real GDP growth of 3.3% (3.1% year over year) on top of the nearly 5% annualized growth in the third quarter.
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White papersCan the US sustain a rising debt burden?
The United States is approaching an unprecedented level of debt, exceeding historical highs experienced post-World War II. This situation indicates that fiscal adjustment is unavoidable, as the country cannot simply outgrow its debt dilemma. Despite high domestic and external demand for US debt, relying on this demand amid such significant debt increases is risky.
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White papersThe time for the US renewables market is now
The US renewables market appears to be primed for growth due to the cost effectiveness of electricity produced from renewable energy technologies, a steady demand for power, and the strong voluntary and regulatory support framework in place backing the energy transition, making it an attractive investment opportunity despite common political misconceptions.
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White papersFed in no rush after strong US data
”Stronger-than-expected economic data means that there is no rush for the Fed to start cutting interest rates. We expect the first Fed cut to occur in June.”
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White papersInvestors prep for June rate cuts
Stronger-than-expected US data this year has led markets to reprice rate expectations, with the first full cut from the ECB and the Fed now forecast for June 2024.
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White papersIs US job creation as strong as it looks?
The latest US inflation report showed signs of inflation falling at a slower pace than expected. Inflation data have disappointed twice in a row and are seemingly consistent with firm US employment and wage growth. In this weekly edition of Simply put, we consider what constitutes a strong employment report and how expectations are coloured by what many market participants consider to be normal.
