All United States articles – Page 23
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White papersThe Fed Gazes into a Spinning Compass
The Fed raised its policy rate by another 25 bps at its May meeting and hinted that its hiking campaign may have concluded. However, Chair Powell also understandably conveyed some uncertainty.
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White papersThe Inflation Reduction Act: implications for U.S. timberland and agriculture
Aiming to reduce carbon emissions by approximately 40% by 2030, this legislation represents the single largest investment in climate and clean energy solutions in American history. We examine its potential impact on foresters and farmers—and on investments in U.S. timberland and agriculture.
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White papersInstitutional Investor: America’s Top Asset Management Firms
Institutional Investor published their list of America’s top asset management firms, according to the companies owned by them. We are proud to announce that we were ranked within their top 10 list.
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White papersThe Great Reallocation and what it means for fixed income investors
“Income is back in fixed income” – If there was a contest for the catchphrase of the year 2022, this one would certainly be a hopeful contender as it captures the essence of market evolution. The fixed income space has undergone a significant transformation and reallocation implications reverberate into 2023. This has resulted in a year-to-date influx of USD 87bn in global fixed income ETFs.
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White papersHigh yield: charting a steady course through roiling seas
Banking stresses have added volatility to markets already coping with rising rates and recession fears. Still, with corporate fundamentals sound, high yield investors and issuers are more cautious than fearful.
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White papersVirulent inflation may have peaked – but does further danger lurk?
Markets speak to the fluidity of the environment around them. Over the past year, they’ve delivered verdicts on government economic programmes, central bank monetary policy and the energy sector – but how are the markets perceiving inflation today since it became structural a year ago?
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White papersProxy Voting: Engagement Matters
As we kick off our latest NB Votes campaign, we look at what detailed bottom-up knowledge brings to the process, and what can happen when it’s absent.
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White papersUS Commercial Real Estate Outlook: Seeking Calmer Waters in Quality
The COVID-19 pandemic upended the way we live and work by creating secular changes and accelerating trends that were already afoot. For investors in commercial real estate, the results have been mixed.
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White papersHow could tighter bank lending impact growth?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we consider how the banking crisis will impact the credit channel to the economy. How could a contraction in bank loans lower US GDP?
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White papersFixed income: performance drivers as peak rates approach
As the US rate-hiking cycle nears its zenith, two positive drivers for fixed-income investment are coming into view: stronger performance prospects for sovereign bonds and the return of the low correlation between duration and credit risk. In the Q2 issue of Alphorum, we assess these dynamics while providing new fundamental and portfolio-construction insights on fallen-angel bonds.
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Asset Manager NewsT3 RiNo marks significant construction milestone with topping out
235,000-Square-Foot Mass Timber Office Building is One of The Most Sustainable Developments in Denver
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BlogMoney, money, money: the Inflation Reduction Act
In the first of this two-part blog series, we review the impact of the Inflation Reduction Act on US real assets and consider how European governments might respond.
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White papersLower service productivity, higher inflation?
If there is one word that our media has been able to relay in recent months, it is inflation. Price growth was the market’s problem in 2021 and it has become the public’s problem in no time. Whereas in previous periods of rising inflation, the arrival of the topic in the mainstream media more or less marked the end of the problem – let’s remember the worrying inflation of the summer of 2008 or the first quarter of 2011– this time, it is quite different.
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White papersLabs: Specialized spaces offer growth in innovation
The global spotlight shines on the life sciences sector, thanks to record mobilization to deliver life-saving vaccines. This unprecedented success was the culmination of decades of research performed in just a handful of laboratory clusters in select cities across the U.S.
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Asset Manager NewsBuild-to-rent developers, including some Phoenix newcomers, look to add thousands of Valley units
Developers are adding thousands of new units to the wildly popular build-to-rent community niche in metro Phoenix, with many of them making their debut in the market, including new out-of-state and Valley players.
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PodcastOuterblue Talks Research - Financial stability concerns bring US recession concerns back to the fore
The banking turmoil of the past month saw the collapse of Silicon Valley Bank in the United States and the 160-year old Credit Suisse being taken over by rival UBS. While the big market swings triggered by these events have now subsided, economic scars appear inevitable.
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White papersIncome Generator: Beyond the Inflection Point
Volatility across the banking sector will likely mark an inflection point in policymakers’ current tightening cycle. We lay out five specific themes to help fixed income investors navigate the shifting markets.
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White papersA Solid Case for IG Credit, But Caution is Required
Against a backdrop of elevated uncertainty, IG corporate credit—with healthy corporate balance sheets and a relatively attractive total return potential—looks well-positioned.
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White papersPotential Opportunities in the US Banking Sector
Despite the failure of a handful of banks in the US and one in Europe, our view is that 2023 will not present a financial crisis near the magnitude of the Global Financial Crisis (GFC) in 2008. The three failed US banks, Silvergate, Silicon Valley and Signature, had unique business models that proved to be meaningful weaknesses. They raised concerns about firms with close financial ties to small banks, particularly speculative technology and related stocks, such as cryptocurrencies, that unwound when they were caught in a bubble.
