All United States articles – Page 28
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White papers2025 Perspectives: Optimism through the obstacles
2025 arrives on the heels of remarkable resilience in global markets. However, investors face a world still shaped by uncertainty—from deglobalization and slowing growth in developed economies to resilient U.S. equities, elevated policy risks under the incoming Trump administration’s tariff threats, and persistent inflationary pressures in the U.S. In 2025 Perspectives, our leading investment experts highlight the themes that will impact portfolios and drive market performance in the year ahead.
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White papersFixed income outlook: resilient US provides an anchor
The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond. Having avoided recession, the US is returning to mid-cycle, according to economic data, while inflation has continued to ease back towards the US Federal Reserve’s (Fed) 2% target, enabling the central bank to begin cutting rates. We believe the Fed views monetary policy as restrictive and will likely continue lowering rates, albeit at a slower pace than previously expected.
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White papersBuyouts Secondaries Roundtable: This is Not a Market Moment
In a roundtable discussion conducted by Buyouts, Boriana Karastoyanova evaluates the continued demand for capital solutions in the secondaries market, as both GPs and LPs navigate a shifting market backdrop.
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White papersTrump 2.0 and the Semiconductor Supply Chain
Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.
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White papersPrivate Funds CFO Roundtable: The Strategic CFO
In a roundtable discussion conducted by Private Funds CFO, Barry Giarraputo discusses the role of the CFO in driving strategic direction while ensuring that scalable infrastructure is in place to deliver sustainable growth.
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White papersNavigating the Health Care Industry in Trump’s Second Term
As President-elect Donald J. Trump prepares for his second term in office, the health care industry is poised for a period of potential change, despite his relative silence on policy details. In this case, personnel may make a major difference, and, in our view, investors should prepare for a landscape influenced by health care and budgetary appointments. While market volatility is likely, we believe maintaining an emphasis on long-term trends will be essential in navigating an evolving industry landscape. Understanding the implications of regulatory changes and key administrative appointments will likely be important in identifying investment opportunities.
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PodcastConnecting the Dots: CIO 2025 outlook – and why growth’s the elephant in the room
With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities.
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White papersPensions investment outlook 2025: US policy uncertainty clouds road ahead
The coming year will likely be characterised by three main drivers: the US’s politically driven polices; structural economic weaknesses and political uncertainty in Europe; and China’s restructuring of its troubled property market.
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Asset Manager NewsFull potential
To maximise occupancy rates in its office lets, property investor Hines is on a mission to modernise the workplace. Here, the family firm’s co-CEO tells us why a focus on mixed-use developments will transform the office-goer’s everyday experience.
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White papersThe CIO view: Shifts in the balance of risk and return
US President-elect Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns. Nevertheless, we believe the central macroeconomic outlook remains favourable for bonds and equities. Growth, stable inflation and lower interest rates should support markets. But investment decisions need to consider cashflow resilience and valuations, given policy risks and broader concerns. For now, we don’t expect a recession in 2025 which should help deliver positive equity returns, while credit markets should provide attractive income opportunities.
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Asset Manager NewsEmpira Platform Joins Forces with Partners Group
As of early 2025, Empira AG, a leading vertically integrated investment manager specialising in real estate, will become part of Partners Group, one of the world’s leading private markets investment managers. As part of this transaction, Empira will operate as a specialised, independent real estate brand within Partners Group, broadening the reach of both firms to offer institutional and private investors worldwide innovative and high-yield real estate investments.
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White papersWhat is in store for tech?
The tech sector continued to outperform in 2024, with a YTD performance of +34% versus a +25% for the S&P 500 Index. Over the past two year, the tech sector’s outperformance has been driven by superior earnings growth, expectations of lower US interest rates and the start of a cycle of investment in AI technologies.
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Asset Manager NewsPartners Group agrees to acquire real estate platform Empira Group
Partners Group, one of the largest firms in the global private markets industry, has agreed to acquire Empira Group, a premier real estate investment platform. The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
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White papersConsumer confidence sparks Black Friday
In November, US consumer confidence hit its highest point in over a year. Notably, expectations for the next six months (as shown in the chart) are at their highest level in nearly three years, which is promising for the upcoming holiday season. The increase in political discussions among survey participants indicates that the political climate following Donald Trump’s election may have influenced consumer attitudes.
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PodcastOuterblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world
In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months. This year, the task was made harder by the US elections, the strong chance of a shift in policy, and the potential spill over to other regions.
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White papersRiding ESG waves across the globe: the US and India in focus
At any surf spot in the world, you can find a cadre of wetsuit-clad wave watchers scanning the horizon of the sea. Surfing, a sport unlike any other, demands an intricate understanding of the water and weather conditions. The interplay between tides and the underwater terrain determines the height, direction and formation of wave patterns.
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White papersNuclear and the energy transition — Lessons learned from the lost decades
Interest in nuclear energy has ebbed and flowed in the past few decades. We have seen several declarations of a “nuclear renaissance” during this period, depending on prevailing public opinion around carbon emissions, energy security and nuclear safety, as well as country-specific issues.
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White papersIn Plain Sight: The Core Plus real estate investment opportunity that every investor should know about
In today’s commercial real estate environment, a new paradigm is reshaping the way BGO is approaching the market. Structural shifts in capital flows, transformative demographic trends, and evolving tenant behaviors are driving waves of change that have further strengthened our resolve and the rationale for Core Plus investing. We are in a higher cost of capital world, not only with interest rates but also with insurance costs and operating environments. Further, secular shifts have changed the way the built environment is utilized globally.
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White papersBack to Business
After a year of tumultuous elections, investors can now refocus on company fundamentals—and the outlook is more nuanced than it might seem.
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PodcastDisruptive Forces Election Special: Trump’s Cabinet
President-Elect Donald Trump will take office on January 20, 2025, after a whirlwind election season. But how could this term differ from his first? How will Trump’s cabinet be shaped, and what directions could this take the markets?
