All United States articles – Page 34
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White papers
U.S.: Investing in the MiMis (Millennials & Middle Income Households)
In 2019, we studied the income segments for renter households to ascertain the demographic driver for the multifamily industry. Since then, the country has endured an unexpected recession caused by a global pandemic, which has disrupted the economy but ultimately reinforced underlying trends.
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White papers
US Multifamily Investment Opportunity Post-Covid
Clarion Partners: Rental housing in the United States has consistently seen increased demand from institutional real estate investors.
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White papers
On my Mind: Something Has to Give
Dr. Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines three possible scenarios and the logical implications of each.
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The Fed’s Long, Hot Summer
As the global economic recovery roars ahead, but with growing concerns about the effects of unprecedented policy stimulus, Franklin Templeton Fixed Income Views explores the implications for fixed income investors.
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Biden’s strong commitment on climate change
The US president’s “American Jobs Plan” aims to fulfill his campaign pledges on climate change – if he can get it through Congress
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Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification.
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Inflation Expectations And Interest Rates In The US
Recently, concerns about rising inflation rates have grown. Yield curves have steepened and interest rate levels have increased.
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Biden agenda: tackling income inequality and its potential inflation impact
The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike.
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White papers
The Fed’s Last Call for the Punchbowl?
Dr. Sonal Desai discusses the Fed’s challenge. With high uncertainty on the inflation and employment outlook, adjusting its exceptionally loose monetary stance at the right time and pace become a very difficult high-wire act.
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White papers
Market’s view of transitory inflation in the US may be premature
We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.
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White papers
Investment Insights: Market’s view of transitory inflation in the US may be premature
We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.
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White papers
The inflation moment - Strategies to protect portfolios from inflation risk
As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Inflationary trends could emerge due to a combination of factors, including the cyclical recovery as countries try to get the pandemic under control and gradually lift mitigation measures
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White papers
What if the Democrats succeed in passing the capital gains tax?
Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority. We believe the capital gains tax hike could go ahead regardless of the Republicans opposition.
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White papers
A post-Covid structural change in developed markets: the strong political will to invest in the US
What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.
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Pent-Up Consumer Demand Fuels Us Market Recover
Grant Bowers explains why pent-up consumer demand should present a fertile environment for stocks and highlights some opportunities he sees in US equities.
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Muni Market View on the American Jobs Plan
Highlights of US President Biden’s $2 trillion infrastructure plan, and how it could impact the muni market.
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Webinar
U.S. direct lending market update
Ken Kencel, President & CEO, Churchill Asset Management, an investment-specialist affiliate of Nuveen, gives his insights on recent trends and market activities as well as the impacts of the pandemic.
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Asset Manager News
GLP Raises US$850 Million with the Launch of the Largest US$ Green Subordinated Perpetual Securities Globally
GLP has successfully priced a landmark US$850 million Regulation S offering (the “Offering”) of Green Subordinated Perpetual Non-Call 5-year Securities (the “Green Perpetual Securities”) at a coupon of 4.500%.
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White papers
US inflation – Higher for longer?
US inflation looks set to rise significantly heading into the summer. Contrary to the view that this will be a temporary increase, a number of forces could combine to create greater structural pressure pushing prices higher for longer.
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Approaching Apogee
Even as the U.S. economy rockets higher, last week’s jobs miss will start to raise questions about what is a sustainable trajectory.