All United States articles – Page 3
-
White papers
U.S. Real Estate: Recovery Postponed but Not Cancelled
The U.S. commercial real estate market is approaching stabilization and recovery, supported by consensus that policy rate cuts will happen eventually, followed by lower debt costs. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.
-
White papers
The Sun Belt’s Ongoing Boom
The ongoing and rapid growth in the U.S. Sun Belt has been an extraordinary boon to commercial real estate investors.
-
Video
Talking Markets – Fixed Income April 2024 update
Lloyd Harris, Head of Fixed Income at Premier Miton, discusses interest rates, and how the team are navigating the current market conditions.
-
White papers
Forget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Everything about the United States is big – its market, its economy and the companies housed there. It is also continuing to confound investors’ expectations. Many anticipated it would slip into recession in 2023, but this never came to pass. Instead, according to the US Treasury, it delivered above average economic growth over the 12 months because of “growing economic output, labour market resilience, and slowing inflation”.
-
White papers
Positive Stock-Bond Correlation: Prospects & Portfolio Construction Implications (April 2024)
As part of PGIM IAS’s ongoing research on strategic portfolio construction, we have explored the macro drivers, global linkages, and portfolio construction implications of stock-bond correlation in a series of papers dating back to 2021.
-
Asset Manager News
Hines And Ivanhoé Cambridge Announce The Sylvie, A New Concept By Berg Hospitality Group, Coming To Texas Tower
French-European Cuisine Meets Urban Sophistication in Downtown Houston
-
Asset Manager News
Ivanhoé Cambridge, PSP Investments and Greystar Announce the Grand Opening of The Dorsey in Denver, Colorado
The 13-story residential building delivers 230 residences, state-of-the-art indoor and outdoor amenity spaces to Denver’s Five Points neighborhood
-
White papers
The Case for U.S. & EU Industrial Real Estate
The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway, accelerated during the pandemic.
-
Podcast
A World in Debt: US Treasuries
Guy: Welcome everyone to the “MIM Cuts to the Chase” podcast series. I’m your host, Guy Haselmann, and today we will discuss and unravel the US Treasury Bond market – which I often refer to as “the most important market in the world”. In light of the record-breaking U.S. Treasury issuance and looming large fiscal deficits, I think our discussion here couldn’t be timelier.
-
White papers
US logistics and industrials: shifting sands in the supply chain
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
-
White papers
The Case for a U.S. Productivity Boom
The economy in any single year is subject to the vagaries of chance and, as such, can be “noisy”. Near-term volatility that exerts short-term stress into markets may be front of mind for most investors, but it is long-term trends that provide us with the best view of the future, especially for those with long investment horizons.
-
White papers
The case for US and EU industrial real estate
Notwithstanding some near-term challenges and regional differences, Clarion believes industrial real estate will remain a compelling long-term investment opportunity across the European Union and the United States.
-
White papers
Is employment at the heart of US economic growth?
Every economist fetishises their chosen leading indicator for the US economy – be it the ISM manufacturing index, capacity utilisation rate or new home sales. We cannot overstate the dangers of this habit and prefer to base our analysis on nowcasting indicators. But if there is one indicator that represents a syncretism of the economy, it is the labour market. This week, Simply put applies an economic theory linking employment conditions to GDP growth to estimate US output for 2024.
-
White papers
Gold has been shining bright this year
”Expectations of a Fed pivot to cut rates likely drove the recent, sharp surge in gold. Now, geopolitical risks and concerns over lack of fiscal prudence from governments could support the demand for metals.”
-
White papers
What if the Inflation Reduction Act were repealed?
The energy transition is a polarising US political issue. For the Inflation Reduction Act (IRA), which in 2022 approved an estimated USD 670 billion to boost domestic clean-energy production and manufacturing, the November 2024 federal election will undoubtedly impact its future and the funding it provides.
-
White papers
A sort-of Super Tuesday
This week played host to ‘Super Tuesday’, a key date in the US presidential election calendar where key states hold their primary elections. This year’s results yielded few surprises and set up the 2024 US Presidential election to be a rematch of 2020.
-
White papers
Markets heed data, not Fed Speak
Strong reports have swayed expectations for rate cuts rather than the Fed’s constant blaring.
-
Video
The stars (and stripes) align: The overlooked appeal of US SMID
In our latest video insight, Charlotte Daughtrey, Equity Investment Specialist, makes the case for US SMID (small and mid-sized) stocks, which can sometimes get overlooked amid the hype around the so-called ‘Magnificent Seven’ stocks, but can represent a particularly exciting area of the market.
-
White papers
Credit markets: Finding opportunities requires patience and persistence
Brandywine Global sees plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks.
-
White papers
6 questions concerning the weakness behind US resiliency
Do you see recent US data pointing to stubborn inflation? In January we had some upside surprises, encompassing import prices, producer prices, both headline and core CPI, and the PCE deflator. We think prices were in part boosted by seasonal factors which are not fully accounted for in the usual seasonal adjustment, something that also happened last year.