All United States articles – Page 2
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PodcastGeopolitical friction and the new market reality - Investment Views by Outerblue Convictions
Markets have remained surprisingly resilient despite a fast-moving news cycle, rising geopolitical tensions and growing uncertainty around the outlook for growth and inflation. In this episode of Outerblue Convictions, host Swaha Pattanaik speaks with Monica Defend, Head of the Amundi Investment Institute, following the IMF spring meetings in Washington to discuss the structural shifts now shaping markets and what they mean for investors.
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White papersU.S. Real Estate: Dispersion Shaped by Shocks
Macro shocks reinforce the importance of asset-level and micro-location relevance in a market defined by dispersion.
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White papersFed on pause, world on edge
The Fed held rates steady again, but the real story is what’s happening around it: oil prices near $100, geopolitical uncertainty, and mixed economic signals that are anything but straightforward. With so much in flux, knowing where to position a portfolio matters more than ever. Our latest outlook breaks down what the Fed’s decision means for investors and where we see opportunity across equities, real assets and fixed income right now. Read the full update to see what we’re watching and where we think value lies.
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White papersThe next phase for US equities: Broader, resilient, durable
It would be difficult to overstate just how complex the current environment has become. Geopolitical tensions, shifting trade policy and an unpredictable political environment have all contributed to a climate where uncertainty feels like the default.
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White papersUS equities hit new highs
US stocks climbed to a new record this week, supported by several factors. Firstly, as investors look for a swift resolution of the Iran crisis, strong corporate earnings boosted confidence, with 80% of S&P 500 companies that have reported first-quarter results having beaten estimates so far. At sectoral level, technology has regained leadership, with the Philadelphia Semiconductor Index posting a notably strong performance.
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White papersThe Fed under pressure: Politics, power and the future of monetary policy
Before the war in Iran erupted, markets were occupied with the likely impact of Trump’s appointment of a potentially dovish loyalist as the new Chair of the Federal Reserve (Fed). While this conversation has faded somewhat into the background, it is arguably as important as ever.
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White papersFour lasting impacts of the Iran war
When I served as a United States diplomat, we often said that war is the failure of diplomacy. The inconclusiveness of initial negotiations in Islamabad underscores just how fragile diplomacy can be.
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White papersBack to those other bricks
With Middle East peace in sight, the S&P 500 should resume its path to 7,500.
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Asset Manager NewsBlueberry acquisition strengthens permanent crop platform
The Kempen SDG Farmland Fund has taken another deliberate step in developing a long term platform built around productive farmland and high quality crops. The acquisition of the Pan American and Othello blueberry farms in the Pacific Northwest adds depth to the portfolio and strengthens the Fund’s position in a region known for reliable fruit production and strong local expertise. Together, the farms cover about 312 planted hectares and 405 hectares in total across Oregon and Washington.
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White papersState credit quality is strong despite a shifting landscape
U.S. state finances are in their strongest position in modern history, but that headline strength is only the beginning of the story. Nuveen’s latest research unpacks why record reserves, falling debt burdens, and improved pension funding create a compelling case for state municipal bonds, and why the differences beneath the surface make careful credit selection more important than ever. Read the full paper to understand what the data reveals and how Nuveen approaches credit research in today’s municipal market.
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People NewsHeitman Welcomes Sach Diwan as Chief Information Officer in Data and Technology Group
Heitman LLC (“Heitman”), a global real estate investment management firm, is pleased to announce the appointment of Sach Diwan as Chief Information Officer.
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White papersOil prices threaten the tax tailwind
Last year’s One Big Beautiful Bill is set to deliver a powerful fiscal tailwind. Yet this stimulus is at risk of being undermined by higher oil prices resulting from the Middle East conflict, as higher energy prices effectively act as a tax increase on households. If crude prices settle around $90 per barrel, they could fully erode the benefits from the OBBBA.
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White papersU.S. Industrial Real Estate Rent Drivers: From the E-Commerce Era to the Automation Era
Over the past decade, the rise of e-commerce and evolving supply chain dynamics drove significant shifts in industrial real estate demand. In the mid-2010s, the need for fast delivery to individual consumers and businesses made convenient locations and particular construction features even more desirable.
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White papersMuni bonds have been resilient amid uncertainty
The municipal bond market had a bumpy start to 2026, but Nuveen’s latest quarterly outlook suggests the story is far from over. With taxable-equivalent yields near historic highs, record fund inflows, and a steep yield curve rewarding those willing to extend duration, there may be more opportunity in today’s volatility than meets the eye. From credit divergence in health care and higher education to shifting technical conditions, the details matter. Explore the full report to see how Nuveen is navigating the landscape heading into the second quarter.
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White papersThe Long Road to a U.S. Housing Recovery
Despite the Federal Reserve (Fed) cutting interest rates and the average 30-year fixed mortgage rate falling from its high of 8% in 2023 to just over 6%, the U.S. housing market continues to face challenges. Sellers are facing tepid demand and seeing potential buyers back out. Affordability, despite recent improvements, remains far below pre-pandemic levels. Residential investment per household has not improved, and structural factors mean supply constraints and price pressures could continue even if the Fed lowers rates further.
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White papersUS Valuation Outlook: ODCE Index Poised for Next Chapter
Core real estate values stabilized in 2025 following a multi-year correction. The valuation adjustment now appears largely behind the market, and financial conditions improved as the year progressed. In tandem, underlying property performance strengthened and capital-market activity picked up.
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White papersBeyond U.S. exceptionalism
Concerns are growing over economic activity, political tension and policy uncertainty in the U.S., creating a challenging investment environment. Headlines throughout 2025 and so far in 2026 underlined this uneasiness; foreign investors were reportedly leaving U.S. markets in droves amid currency volatility and tariff-driven fears, possibly spelling the end of U.S. exceptionalism as we know it. Adding to these doubts is the spectre of an increasingly deglobalized world.
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White papersMarket Commentary: Looking across the valley
If the Iran war does not derail it, the US economy should remain strong.
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White papersWhy 2026 is a pivotal moment for U.S. self-storage investment
After years of correction and normalization, the U.S. self-storage sector is showing all the hallmarks of an early-cycle recovery. Supply is at its tightest in over a decade, property values have stabilized following a significant repricing period, and a recovering housing market could unlock a new wave of demand.
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White papersFebruary CPI report: Calm before the storm
U.S. inflation showed signs of stabilization in the February CPI report, though persistent service and energy pressures suggest that renewed inflation risks could delay the pace of monetary easing.
