All United States articles – Page 32
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White papersThe U.S. Election and Energy: More Than Meets the Eye
The presidential candidates have well-known policy profiles on energy, but how could they translate in the real world? The Biden-Harris administration has staked much of its political capital on the energy transition—curbing carbon emissions and encouraging the use of electric cars and renewable energy—while former President Donald Trump is known for his support of the fossil fuel industry and streamlining energy regulation.
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White papersBalance Is Critical for the Obstacles Ahead
Rising inflation may be behind us, but now a nervous market parses every data release for signs of recession. Regular readers know that, in early September, I hear the starting gun for the race to the end of the year. As we get back to our desks after summer breaks, focus turns to end-of-year portfolio results, and calendars fill to review the year’s achievements, lessons and progress, and to begin peering into the year to come.
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PodcastAmid the Volatility: What Are Investors’ Best Options?
Options, a seemingly daunting investment category, has been around for quite some time. Dating back to Ancient Greece, many investors have used Options as a way to mitigate risk. But how has Options trading evolved in recent years? What are the impacts of the upcoming Fed meeting and the U.S elections on this asset class?
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White papersUS election debate generates more political than policy buzz
The first debate between the two candidates running in the U.S. presidential race was a fractious exchange that shed little new light on policy details but is likely to be politically consequential.
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White papersArtificial Intelligence Insights
Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and risk falling behind if they don’t.
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Asset Manager NewsHines And Simon® Break Ground On Multifamily Project In Ann Arbor, Michigan
Environmentally Conscious Development Adjacent to Briarwood Mall to be Key Component of Vibrant New Mixed-Use Destination
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White papersRally broadening is underway
A mild US economic deceleration, interest rate cuts by the Fed and an improving earnings profile could further support the broadening of the rally outside the expensive US technology names.
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White papersGlobal Investment Views - September 2024
When central banks are cutting rates and risks of a US recession are limited, we remain disciplined and mildly positive on risk assets.
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White papersFed easing: Fear rate cuts in a recession, not in a soft landing
History suggests that the Fed’s success in piloting a soft versus hard landing will play a key role in dictating the path for U.S. equities. For example, in 1985 and 1995, rate cuts supported strong equity gains as recessions were avoided, while in 2001 and 2007, even aggressive easing couldn’t prevent steep market declines amid economic downturns. Today, the absence of glaring household or corporate balance sheet vulnerabilities means Fed easing should be enough to prevent recession, and should provide investors some optimism for the future of the market.
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White papersWhat Fed rate cuts mean for U.S. equities: A historical perspective
Federal Reserve (Fed) Chair Jerome Powell has all but confirmed that the rate-cutting cycle will commence at the next FOMC meeting on September 18. Financial markets are currently pricing in 100 basis points (bps) of cuts this year—potentially equivalent to a 50bps cut in September and 25bps cuts in both November and December—as the Fed gears up to ward off recession. Its success in piloting a soft versus hard landing will play a key role in dictating the path for U.S. equities.
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Asset Manager NewsThe Devon in Hyattsville Launches Leasing
Luxury Apartments at Transit-Oriented Community Elevate Urban-Suburban Living
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White papersMunicipal Fixed Income: Shelter From the Storm?
Technical factors and market volatility are creating a value opportunity in the U.S. municipal market. The summer months are typically a quieter, more predictable time in the municipal fixed income market, as supply tends to be modest and demand rises due to higher levels of bond reinvestment.
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VideoNeuberger Berman Private Markets: Q2 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersArticle Shopping around: The outlook for US retail
While remaining broadly cautious on the US retail sector, the credit team explain why they are focusing on names with turnaround stories where they see upside catalysts and better relative value.
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White papersRate cuts: Now may be the time to extend duration
With the Fed likely to begin its rate cutting cycle in September, investors should consider extending duration now in high-quality fixed income to capture potential gains. Historically, bond yields drop ahead of Fed rate cuts, offering a window of opportunity to enhance returns without waiting for official policy shifts. Positioning in longer-duration assets now can provide income stability and potential price appreciation in a slowing economy.
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VideoThe road ahead for US equities
Charlotte Daughtrey, Equity Investment Specialist, considers the current tailwinds for US equities, the impact of the US election on small- and mid-cap companies, and whether or not the recent rotation out of mega-caps is sustainable.
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White papersThe Ongoing Outperformance of U.S. Industrial Real Estate
Investor interest in U.S. industrial real estate has reached a record high amidst historically strong property-level fundamentals. The sector has continued to be the best-performing property type tracked by the private real estate return benchmark over the past two decades.
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White papersPrioritizing DC Plan Participant Outcomes with Private Real Estate
Most retirement plan sponsors and fiduciaries design well-thought-out, diversified portfolios for retirement plan participants. However, in comparing U.S. defined benefit (DB) and defined contribution (DC) plans, we notice differences in private asset allocations, in particular, to private real estate, despite both plan types seeking to solve for the same goal: income replacement in retirement.
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White papersPrivate Debt: Few Facts Behind the Fears
Despite a rising tide of negative media coverage, we believe that private debt still has tremendous potential to deliver attractive risk-adjusted returns for investors. In this piece, we aim to separate fact from fear when sizing up the private debt market, thereby potentially helping investors and allocators capture the opportunities that lie within it.
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White papersIt’s Hard to Relax
It’s time for a well-deserved, late-summer breather, yet geopolitical tensions continue to mount. The dog days of summer are a time for slowing down, letting go and recharging. With any luck, equity markets will comply by staying relatively calm. Yet amid all the uncertainty and rising geopolitical tension, we understand if it feels hard to kick back and relax.
