All United States articles – Page 31
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White papersUnlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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White papersMeta shifts the narrative on dividends in the world of Big Tech
Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies. Soon after, Alphabet and Salesforce followed suit, announcing dividends for the first time.
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White papersDo We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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White papersHealthcare Stocks: Testing the Vital Signs of Managed Care Providers
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
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White papersRegenerative real estate investing
Despite an enviable long-term growth record, the U.S. economy hasn’t benefited all groups of U.S. society equally. Growth disproportionately favors higher-net-worth individuals who have benefited not only from higher paying jobs, but also from wealth creation related to home and financial asset ownership. As a result, rising socioeconomic inequality has become one of the biggest challenges of our time.
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White papersThe Coming Wave of Homebuyers
How higher rates for longer could be positive for U.S. consumption.
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White papersMacroeconomics, Geopolitics, and Strategy - May 2024
“We expect 75 bps of rate cuts in 2024 as monetary policy remains restrictive, growth will slow down, and inflation data do not alter our projections.”
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White papersIMF spring meeting take-aways: short-term resilience, but no reacceleration in the mid term
In recent months, the IMF and other economic forecasters have raised their growth projections for 2024. The April World Economic Outlook showed revisions (+0.3% Global) that primarily affected the US, China and Emerging Markets (EM). These revisions were based on expectations of less economic scarring from the recent crisis, insufficient fiscal adjustment supporting short-term growth and less effective monetary policy transmission compared to the past.
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White papersCross Asset Investment Strategy - May 2024
Topic of the Month: IMF spring meeting take-aways: short-term resilience, but no reacceleration in the mid term
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White papersParadigm shift: market snapshot
Stronger-than-forecast US economic reads and hawkish comments from the US Federal Reserve have brought rate-cut hopes crashing to earth.
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White papersArticle 15 for 15: A US SMID retrospective
Over the 15 years of his involvement in the US small- and mid-cap Strategy, portfolio manager Mark Sherlock has witnessed many different markets and economic conditions. Read our retrospective to learn the importance of seeking downside protection, how the tortoise beats the hare and why you should never let a good crisis go to waste.
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White papersU.S. Real Estate Sector Report
The apartment sector continues to experience deterioration in market fundamentals, primarily due to oversupply in Sunbelt metros. Demand has remained largely positive but is not strong enough to offset record deliveries. Liquidity remains constrained but is generally favorable relative to other sectors today. The longer-term outlook remains positive despite near-term headwinds.
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White papersU.S. Election: Age, Cash and Conflict
A political observer gives Joe Biden the edge, but thinks plenty could happen before November.
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White papersWebinar replay: Analyzing the Impact of U.S. Economics on Current Real Estate Trends
Watch the replay of Nuveen Real Estate’s Global Head of Research, Donald Hall, as he assesses the U.S. Investment Market and current in favor real estate sectors with moderator Cameron Jones, Portfolio Manager of U.S. Cities Diversified Strategy, our core open-end strategy that allocates to the industrial, multifamily, retail and workplace sectors.
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White papersThe 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.
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White papersBack to the Future: this time REITs are better positioned
It’s fair to say REITs have not been flavour of the month for some time. The lacklustre investment flows into U.S. REIT mutual funds and ETFs shown in the chart below says it all.
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White papersForget 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”.
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White papersReports on extraordinary events - Market reaction to the tariff dispute
Analysis or commentary which is used for exceptionally important or unexpected events. These can be economic, political or socio-economic in nature.
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White papersThe Grey Wave – Opportunities in U.S. Seniors Housing
U.S. Seniors Housing is attracting increased investor focus due to an aging population which will provide landlords with a demand tailwind coupled with some insulation from short term economic cycles. In just the past few years, the larger seniors housing landlords have recast the relationship with their tenants, and this has positioned those property owners to benefit from similar operational improvements already seen across many other commercial property sectors.
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White papersU.S. single-family rentals
In the third part of our Living Sector Series, we focus our attention on single-family rentals, which is one of our highest conviction strategies within the real estate asset class today. Once synonymous with home ownership, the single-family market underwent an evolution following the Global Financial Crisis (GFC) due to shifts in economic and demographic dynamics, which changed the way individuals and households think about housing.
