All United States articles – Page 2
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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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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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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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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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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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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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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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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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Consider This: Will BRICS+ dethrone the US dollar?
Given the recent expansion of the “BRICs” countries to include five new members, will the US dollar remain the world’s reserve currency? Franklin Templeton Institute’s Kim Catechis looks at the implications for investors.
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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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The Coming Wave of Homebuyers
How higher rates for longer could be positive for U.S. consumption.
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Navigating key questions in fixed income investments
This paper contains our latest views based on data analysis using the Franklin Templeton Institute US Fixed Income Navigator (FIN), with a special emphasis on elevated volatility, the potential for interest rate cuts, and a shift to a brighter bond market environment.
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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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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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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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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.
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Article 15 for 15: A US SMID retrospective
Over the 15 years of his involvement in the US small- and mid-cap Strategy, portfolio manager Mark Sherlock has witnessed many different markets and economic conditions. Read our retrospective to learn the importance of seeking downside protection, how the tortoise beats the hare and why you should never let a good crisis go to waste.
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U.S. Election: Age, Cash and Conflict
A political observer gives Joe Biden the edge, but thinks plenty could happen before November.
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Growth is local, inflation is global
An unexpectedly high US inflation report for March suggests that the Federal Reserve may turn less accommodative and postpone interest rate cuts. However, there is an aspect of inflation that may not be widely appreciated: its relative disconnection from local influences. In this week’s Simply put, we explore how significant the global trend of disinflation may be for the Fed.
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Webinar replay: Analyzing the Impact of U.S. Economics on Current Real Estate Trends
Watch the replay of Nuveen Real Estate’s Global Head of Research, Donald Hall, as he assesses the U.S. Investment Market and current in favor real estate sectors with moderator Cameron Jones, Portfolio Manager of U.S. Cities Diversified Strategy, our core open-end strategy that allocates to the industrial, multifamily, retail and workplace sectors.