All United States articles – Page 18
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White papers
What the latest US jobs data say about recession risk
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we analyse the surprising strength of the US services sector and explain what it tells us about the risk of a recession.
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Is 2023 the year for renewables?
2022 was marked by several major events that will influence the energy and renewables industry in 2023 and potentially beyond. The most crucial one was obviously Russia’s invasion of Ukraine, which led to elevated commodity prices around the world.
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NFL Alpha: Appraising Arizona
For the 20th year, Allspring’s Systematic Edge team applied its quantitative research on low volatility stocks to the NFL in an effort to predict the postseason playoff winners and the winner of Super Bowl LVII.
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Asset Manager News
GLP Capital Partners announces new structure as dedicated global alternative asset manager focused on investing in high-growth, new economy sectors
GLP Capital Partners (“GCP”) today has approximately $125 billion in total assets under management worldwide
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U.S. Real Estate: Patience, Vigilance Needed
If a soft landing continues to play out in 2023, then transactional liquidity could return sooner than expected—possibly circumventing a substantial property price correction. The Barings Real Estate team discusses.
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Can inflation end without a meaningful increase in unemployment?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we ask whether a shared belief in the prospect of a soft-landing is enough to bring it about.
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Fed continuing to downshift: 31 January-1 February FOMC review
The Federal Reserve hiked the fed funds rate by 25bp, to 4.50-4.75%, a step down after the Fed hiked by 50bp in December. The slowing in the pace of rate hikes was widely expected.
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Blog
Beyond the Muni Bond Bounce
Early 2023 has brought a more favorable backdrop for municipal bonds, prompting investors to consider whether the market rally is sustainable or just a bear market bounce.
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Asset Manager News
Deka Immobilien sells the East Side Hotel in New York
Deka Immobilien has sold the East Side Hotel at 525 Lexington Avenue in New York City out of the portfolio of the open-ended real estate fund Deka-ImmobilienGlobal. The buyer of the property is a joint venture formed by investment firms Hawkins Way Capital and Värde Partners. The parties have not disclosed the sale price.
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Blog
Fed Reignites the Search for Yield
Bolstered by broadening expectations for moderation in growth and inflation data, the Fed’s February meeting reignited the market’s search for yield and fueled the rally in risk assets.
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White papers
Was the last hike the last hike?
This last hike may be the last hike. Here’s where our investment teams’ economic expectations may diverge from the consensus viewpoint and how they’re positioning their portfolios.
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Asset Manager News
PATRIZIA’s commitment to smart city investment surpasses EUR 600 million after latest FiberCity® network deal in Wisconsin
PATRIZIA’s Smart Cities Infrastructure Fund (SCIF) surpasses EUR 600 million investment commitment after latest FiberCity® network project deal in the US.
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How to Calculate the Most Important Number You Need to Know
For better or worse, the path of this year’s U.S. Consumer Price Index will determine the level of markets.
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A Delayed Reckoning
Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
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CLOs: A Case for Higher-Quality
CLOs continue to offer compelling opportunities for disciplined investors—especially as robust structures provide protection against some of the lingering macroeconomic headwinds.
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Fixed Income: Navigating emerging market debt in 2023
The Franklin Templeton Fixed Income team believe 2022 was an incredibly challenging year for emerging market debt and developing countries may face some significant challenges in 2023, but there are reasons for optimism.
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Global Macro Shifts: Outlook on the fall of the US dollar…and the rise of Asian currencies
In this Global Macro Shifts, Templeton Global Macro believes the outlook for Asian currencies seems particularly positive, in terms of potentially benefiting from a US Dollar unwind.
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2023 ESG outlook (ClearBridge Investments): Greater scrutiny on companies and sustainable investments
We can look forward to more efficient and transparent sustainable investing in 2023. Through active investment and engagement, ESG should maintain and grow its prominence in the business landscape.
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Fixed income investors are still too optimistic on inflation
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
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Purposeful Refinement: Positioning for Tomorrow
In 2022, an unconventional problem, COVID-19, led to consequences traditional diversification strategies weren’t equipped to handle. We believe purposeful refinements to traditional approaches may drive future success.