All United States articles – Page 3
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Asset Manager News
Ivanhoé Cambridge and Hines execute 75,000 square feet of new leases at 10 & 120 South Riverside Plaza in Chicago
With the addition of Pinterest, Attorneys’ Liability Assurance Society and Syska Hennessy Group, 156,000 square feet of leases have been signed over the last 12 months as the property advances $75 million redevelopment
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White papers
Keeping an Eye on Liquidity as Risks Converge
The Fed’s close monitoring and well-signaled tapering of QT should prevent disruptions to the short-term funding markets—despite converging risks.
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White papers
Putting recent commercial real estate debt headlines into perspective
New York Community Bank (NYCB) posted a surprise fourth-quarter loss as it built reserves for commercial real estate (CRE) debt losses, and it cut its dividend by more than 70%, resulting in the greatest-ever-day-over-day decline for the stock (–38%).
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White papers
A Rangebound Study in Long U.S. Corporates
At this point in the market cycle, we see the long corporate sector as a fitting example of the rangebound conditions that ebb and flow.
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White papers
Four things to watch ahead of the US elections
This is the biggest election year in world history. Seventy-six countries — home to roughly 4.4 billion people — will hold political contests in 2024.
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White papers
Can the banks deliver for investors in 2024?
Today, with the exception of the US regional banks, fundamentals across the banking sector are the strongest they have been in decades.
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White papers
Angling for Growth Potential and Income? US Markets Offer Multi-Asset Investors Both
The US can be an expansive single source of long-term growth potential and income.
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Podcast
Outerblue Convictions - Global Investment Views: Central banks still centre stage
We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps.
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White papers
US SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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White papers
Where are the best opportunities at the short end of the curve?
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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Podcast
The Future of Renewables
We consider continued renewables expansion in developed markets and explore the themes of repowering, overpowering, co-location and grid capacity constraints
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White papers
U.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
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White papers
Is the “Vibe-cession” for US Consumers on Its Way Out?
Falling inflation hasn’t yet translated into good feelings among US consumers. Based on the latest data, that might be changing.
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White papers
Are central banks already taking a victory lap?
Franklin Templeton Fixed Income believes growth projections for the United States will continue to improve as a “soft landing” becomes the most likely outcome, while other economies may face harsher conditions. Fixed Income Views presents the team’s first-quarter 2024 outlook.
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White papers
The Destination, Not the Journey
Interest rate expectations are volatile right now, but focus on the fact that almost everyone agrees rates have peaked and their next move is down.
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White papers
Now may be the time for core bonds: Five themes for 2024
With inflation falling and the US Federal Reserve (Fed) signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer. Even after a sharp rally in late 2023, yields still look more attractive than they have in a decade.
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White papers
Jobs and inflation on market’s radar
Like in 2023, inflation figures will remain, in 2024, an important driver of market’s expectations regarding Fed rates decisions. Inflation has come down by a lot, but it is still above 2% and the latest reading shows a slowdown in the disinflationary trend.
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White papers
Plus ça change… The outlook for infrastructure debt in 2024
Infrastructure demonstrated characteristic resilience in 2023 in the face of significant macroeconomic headwinds. Darryl Murphy from our infrastructure team explains why he expects current themes to persist in 2024.
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White papers
The eagle has landed: Art installation creates a buzz in Potsdam
As part of PATRIZIA’s mission to ‘build communities and sustainable futures’, the company seeks to enhance the quality of life for future generations and transform cities into vibrant, community-focused spaces.
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White papers
EMD outlook 2024: Navigating a bifurcated universe
In this outlook, we outline the global backdrop that emerging markets (EMs) can expect in 2024, including a more dovish US Federal Reserve (Fed), a more supportive backdrop for EM currencies and weak global growth.