All United States articles – Page 36
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Asset Manager News
GTIS Partners Closes on Build-to-Rent Project in Queen Creek, AZ
GTIS Partners LP (“GTIS”), a real asset investment and development firm based in New York, today announced closing on Queen Creek Commons, a residential build-to-rent project located in Queen Creek, AZ within the Phoenix MSA. The Project will be developed in-house by GTIS with Sonoma Communities, a Phoenix based developer, serving as its co-developer. The Project is estimated to have a budget of approximately $65,000,000.
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White papers
Why Passive ESG Fails to Deliver
Investing based on environmental, social and governance (ESG) factors has gained traction in recent years, reflecting the interest of many investors in deploying their capital to positively influence corporate practices and drive sustainable change.
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White papers
Why private real estate in an inflationary environment?
Hotter-than-expected inflation is stoking investment opportunities in real estate. We believe real estate may be the right investment for today’s investor.
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Podcast
The Investment Podcast: Opening routes of exposure to consumer assets
Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion guides us through the diversification benefits, inflationary advantages in the current environment, making sense of a heavily data-intensive asset class with more than a billion data points and the key differences between Europe and the US.
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White papers
Cautious, Not Bearish
Investors may want to position for persistent volatility as growth begins to slow, but we still believe earnings growth supports the case for equities.
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Video
The Rise of Alternative Property Sectors in the U.S.
Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.
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Podcast
Understanding Short Duration for the Long Run
As investors continue to seek out hedges against inflation, many may look to equities—but what about the global bond market? Short duration fixed income, particularly High Yield, typically suits an environment of slowing growth and rising rates.
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White papers
Economic and Market Review: Key Considerations for Equity Investors
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle.
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White papers
Investment Grade Credit: Higher Rates Aren’t All Bad
The Russia-Ukraine conflict and rising interest rates have affected all bond markets, but opportunities remain among the investment grade universe.
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White papers
Has Fear of the Fed Peaked?
As investors continue to digest the likely path of this tightening cycle, we think the dramatic moves of recent weeks are set to ease, laying a good foundation for credit investors.
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White papers
The Last Reliable Buoy
War and pandemic have disrupted recent patterns of prices and yields, but long-term inflation expectations remain in line—for now.
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White papers
Market snapshot: Fed ramps up policy response to runaway inflation
US central bank to begin speedy reduction of its balance sheet as officials lean towards 50bps rate rises this year
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White papers
US economy and markets look resilient regarding the Russia-Ukraine crisis
Over a month has passed since the start of the conflict in Ukraine and, following the initial volatility swings across all segments, markets have been more constructive in the past few weeks. Rates have drifted higher, reaching 2.5% for US 10 year Treasuries, amid expectations of more aggressive monetary action. Equities are returning to pre-conflict levels, while commodities are still volatile but running cooler overall.
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Video
GTIS Partners President on Commercial Real Estate
GTIS Partners President Tom Shapiro discusses his outlook for the real estate market with “Bloomberg Markets” hosts Caroline Hyde, Romaine Bostick and Taylor Riggs.
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White papers
Virtual Worlds, Real Opportunities
Could the metaverse be a revolution in every aspect of our lives, ridiculous hype that will lead nowhere, or the natural progression of a world we’ve been living in for decades?
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White papers
As the Fed moves into action, bond portfolios need agility
In a world of rapidly escalating prices, Russia’s invasion of Ukraine has exacerbated inflationary pressures. We have seen a direct impact on energy and a broad swath of agricultural commodities, and are likely to see a broadening of price pressures.
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Asset Manager News
PGIM Real Estate global transactions rose 43% in 2021, driven by US logistics, affordable and senior housing, ESG
NEWARK, N.J., March 30, 2022 – PGIM Real Estate completed a record $42.7 billion in transactions globally in 2021, up 43% from the prior year — including $35 billion in transactions in the U.S. alone, up 38% from the previous year. PGIM Real Estate is the $209.3 billion real estate business of PGIM.
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White papers
The impact of war in Ukraine should power the push for net zero
Released mere months after COP26 concluded, the latest report from the Intergovernmental Panel on Climate Change (IPCC) makes for a sobering read. The United Nations body has warned the world faces “unavoidable multiple climate hazards over the next two decades”, even if global warming is successfully limited to +1.5°C.
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White papers
From Buying the Dips to Fading the Rallies
Equity markets are higher than they were on the eve of the invasion of Ukraine, but here’s why we think there is more volatility, and potentially more downside to come.
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White papers
War, Inflation, and Markets
Investors appear to be refocusing on pre-war concerns about economic fundamentals—but finding that this horrific conflict has exacerbated them.