All United States articles – Page 17
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White papersThe strategic advantages of investing in the seniors housing industry
The U.S. Seniors Housing sector is at the forefront of an unprecedented growth trajectory, driven by powerful demographic trends, evolving healthcare needs, and a shifting economic landscape. As the U.S. population ages, the demand for quality senior care will grow exponentially, creating a resilient, needs-based asset class that offers compelling opportunities for institutional investors. Unlike traditional real estate sectors that are often cyclical in nature, we believe that Seniors Housing demonstrates secular trends and stability due to its essential nature and the non-discretionary demand for its services.
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White papersMulti-Asset Positioning in a Trump 2.0 Policy Regime
With major US policy change unfolding, flexibility across and within asset classes will be critical.
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White papersIs the U.S. equity market peaking?
Is the U.S. equity market peaking? Following double-digit returns for U.S. equities over the past two years, and with valuations now incredibly expensive, investors have become increasingly concerned about whether the equity market rally still has further to run or if markets have peaked.
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Research Report2025 Market Outlook
Global economic growth will vary by region due to U.S. tariffs, protectionism, and immigration policies post-election, with persistent stagflation marked by low growth and high inflation.
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White papersTimberland delivers another year of strong performance in 2024
We analyzed the performance of timberland investments against other major stock and bond markets between 2022-2024, our findings are below.
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White papersUS inflation surprises on the upside
“With persistent inflation and a resilient economy in the US, the Federal Reserve is in no rush to cut rates.”
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White papersC-PACE outlook amid economic and political shifts
The current U.S. administration’s focus on energy independence, efficiency and pro-business policies are expected to provide favorable conditions for Commercial Property Assessed Clean Energy (C-PACE) to continue to scale.
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White papersTrump’s impact on the labor market: Quick takes on capital markets
The Trump administration’s bold policy initiatives to increase government efficiency and tighten immigration will likely have macroeconomic consequences for the labor market, potentially weighing on labor demand and supply. However, the combined effect will likely also be very nuanced, suggesting the data over the coming months will be difficult to parse and understand, making policymaking even more challenging for the Fed.
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White papersInvesting for Security in Unstable Times: Energy and Supply Chains
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
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White papersA selective approach is key in high yield in 2025
Jack Stephenson, Fixed Income Investment Specialist, spoke to Investment Week about US high yield and where we are finding opportunities.
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White papersCorporate Hybrids Arbitrage: Trading the Ebbs and Flows of Extension Risk
Is there structural mispricing in Corporate Hybrids?
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White papersThe Tariff Man Cometh…and Go-eth?
Are these levies just a negotiating tool, or an unorthodox revenue-raising scheme? The answer could determine how seriously investors should view them.
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White papersPrivate Markets: As The Ice Breaks
With a liquidity drought fading, investors can return to the more normal task of building private market portfolios designed to pursue unique investment goals.
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White papersWhat’s Next For Pharmacy Benefit Managers?
These giant middlemen claim they help keep drug costs in check, but scrutiny—and competition—are brewing.
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White papersFixed income outlook update: the market comes out swinging
The year started with some sharp moves in fixed income, with developments in terms of inflation trends and labour market conditions. So, how does this align with our broader fixed income outlook for the year?
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White papersTariffs take centre stage
“Diversification* and a balanced approach are now more important than ever, as the news on tariffs, negotiations, and retaliations will keep markets volatile”
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White papersTrump 2.0: Impact of tariffs on growth and inflation
The new Trump administration’s opening salvo in the trade war represents a significant shock to growth that could potentially plunge Mexico and Canada into a deep recession while exacerbating the malaise in China. If tariffs are implemented, U.S. growth would likely to be negatively impacted, and inflation could accelerate in the near-term. The greatest market risk likely lies in policy unpredictability, making diversification essential for managing portfolio risk and seizing investment opportunities.
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White papersA More Commodious Curve
By fundamentally changing incentives, a normalizing yield curve makes the bond market much more friendly to investors.This time last year, we were urging investors to “Make Your Money Move.” Too much cash was sitting in portfolios, in our view. The 5%-plus interest it was earning looked set to decline, making it less attractive than equities or bonds over anything longer than a six-month time horizon.
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White papersNavigating tariffs: February macro and asset class views
We reiterate our positive view on stocks and bonds. Earnings are coming in healthily, growth is solid, inflation is still trending lower, and global central banks continue to ease policy. We like to keep it simple.
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Asset Manager NewsU.S. apartment investment opportunities expected to remain robust amidst sector recovery
The U.S. apartment sector is well-positioned to capitalize on shifting sector dynamics, creating potentially long-term opportunities within the market. Below, we examine what factors are driving these changing conditions, and where investors may find value.
