All United States articles – Page 27
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White papers
Investment Landscape - Americas
We began this year with the expectation that the world and real estate markets would normalize, on the back of a more controlled pandemic and the reopening of most economies and markets. Little did we know that the first quarter would welcome us with a war in Eastern Europe, rising inflation, increased cost of debt and the prospects of a recession looming in the United States.
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White papers
What is the impact of Covid and the Ukraine crisis on fiscal policy?
The past two years have brought not one but two generation-defining events – Covid and the war in Ukraine. Together, they will leave a far-reaching economic and societal legacies.
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White papers
NCREIF review and outlook: Q1 2022
Stellar private real estate returns continue; but poised to decelerate
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Video
Introduction to the Neuberger Berman US Real Estate Securities Fund
In this short video, Steve Shigekawa, Senior Portfolio Manager, introduces the Neuberger Berman US Real Estate Securities Fund, highlighting some of its distinctive characteristics.
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White papers
Fighting inflation: What the latest Fed move means for investors
The first month of summer came in hotter than expected. Data released in June showed that annual headline CPI inflation—previously thought to be cooling—had touched a new 40-year high.
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White papers
Opportunity for non-US investment in taxable US municipal bonds
Franklin Templeton Fixed Income believes an allocation to municipal bonds by non-US investors may provide a high quality and differentiated fixed income exposure to a portfolio.
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White papers
Stock-Bond Correlation: A Global Perspective
The correlation between stock and bond returns has been reliably and persistently negative for the last two decades across Developed Markets (DM) – matching the US experience. During this regime, stocks and bonds have hedged one another, dampening overall portfolio risk for a given level of equity allocation.
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White papers
14-15 June FOMC meeting: Fed becoming worried about inflation expectations
The FOMC statement was hawkish. The Fed stated the Committee is strongly committed to returning inflation to its 2% goal, signifying it is not afraid about being hawkish until inflation comes down. While the FOMC downgraded the impact from the Russia-Ukraine war on the US economy, it was more confident that this is exerting upward pressure on inflation.
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White papers
Reimagining Supply Chains: The Investing Challenge
From carmakers to smartphone manufacturers, companies around the world are reorganizing their supply chains amid a wave of disruptions. Equity investors will need to sharpen their analytical tools and engagement skills to determine which businesses are proactively adapting to a new reality.
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White papers
The Fed Makes Inflation Fighting Priority Number One
The Fed raised its benchmark interest rate by 75 basis points yesterday, to a range between 1.50% and 1.75%, and signaled stronger inflation-fighting measures ahead. We think that policy path will eventually cool inflation—but at a greater cost to economic growth than the Fed expects. And financial markets will likely stay volatile for a while.
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White papers
The Fed presses harder on the brakes
Financial conditions continue to tighten, but perhaps not fast enough. Job creation remains strong and consumer spending and inflation are running hot, so the Fed accelerated its rate of interest rate increases, hiking by 75 basis points at its June meeting.
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White papers
A focus on inflation
The conflict in Ukraine has delivered a commodity price shock similar to that of the early 1970s, shattering hopes that the inflationary uptick may prove to be transitory.
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White papers
A compelling entry point for MBS
Mortgage-backed securities (MBS) opened 2022 with drawdowns not seen in 40 years and high volatility that tracked the MOVE Index, a measure of uncertainty in the bond market.
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White papers
Descending From Extremes Is a Rocky Process
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
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White papers
A Scenic But Treacherous Trail
Aggressive central bank tightening and declining purchasing power suggest the slowdown in growth should be steep, and faster than the inflation slowdown.
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Asset Manager News
Inland Acquires 2 Phoenix BTR Communities for $186M
Inland Real Estate Acquisitions is expanding its presence in the Phoenix build-to-rent sector with its two latest acquisitions. The company acquired TerraLane at Canyon Trails for $119.7 million and TerraLane at South Mountain for $66.2 million from RSI Holding LLC. Northmarq’s Trevor Koskovich, Bill Hahn, Jesse Hudson and Ryan Boyle brokered the transaction.
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White papers
Significant catalysts ahead for environmental solutions
US renewables shares rose significantly after news the Biden administration would freeze new tariffs for solar imports from four Asian nations, providing a boost for renewable energy use in the US. Stocks were also supported by reports of progress on a US budget ‘reconciliation bill’ that could include USD 300 billion in climate and energy provisions, including tax credits.
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Asset Manager News
Hines Gains Major Foothold In Otay Mesa Industrial Market On Behalf Of Hines U.S. Property Partners Fund
(SAN DIEGO) – Hines, the global real estate firm, today announced that it has acquired a 232,000-square-foot industrial portfolio consisting of two Class-A industrial buildings in San Diego, on behalf of Hines U.S. Property Partners Fund (“HUSPP” or the “Fund”), the firm’s flagship commingled U.S. core plus fund. The seller of the portfolio is Murphy Development Company. This acquisition offers a strategic opportunity to acquire an at-scale Class A industrial portfolio in San Diego’s largest industrial submarket.
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Asset Manager News
Hines Expands Midwest Industrial Platform
(CHICAGO) – Hines, the global real estate firm, announced the expansion of its Midwest industrial team with the appointment of John “Fordy” Gates as director. In his new role, Gates will focus on industrial investment opportunities in the Central U.S. market to meet the growing demand.
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White papers
Shifts & Narratives #19 - The fiscal illusion: no free lunch for investors
The conversation regarding whether there is room for more aggressive fiscal policy is a hot political topic today. In the US, the debate is likely to become even more inflamed as we approach the midterm elections. In fact, these are at risk of becoming an evaluation of President Biden’s policies in light of the excessive fiscal spending carried out in response to the Covid pandemic (and its subsequent impact on the economy).