All United States articles – Page 43
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White papers
Europe, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps?
There are many pitfalls looming. Some concern China, the United States and Europe, while others are more targeted, notably on China or on the relationship between China and the United States. Some traps concern geopolitics (the Thucydides trap, the Kindleberger trap, the Herodotus trap, the Tacitus trap, the Chamberlain - Daladier trap and the cold war trap), while others deal with purely economic issues (the middle-income trap, the inflation trap, the stagflation trap and the debt trap).
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Investor’s Guide to the Second-Most Important Economic Challenge
After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
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The Election Is Finally Here: But What Does It Mean?
How will the election shift U.S. economic policy? Will Biden reshape American infrastructure, energy production and healthcare? How does a second Trump term differ from his first? The Investment Institute hosted public and private markets investors to examine the November 3 vote.
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2020 post-election analysis: Biden wins, but the United States remains divided
Former Vice President Joe Biden defeated President Trump to become the 46th President of the United States. While Trump has not conceded yet, he became only the third President to fail to win re-election since World War II. In the end, the election was a referendum on Trump as a man rather than an indictment of his policies. A political realignment is underway, with GOP emerging as a working-class party and dominating the vote in rural areas, while the ‘Blue wall’ of the Midwestern states of Pennsylvania, Michigan and Wisconsin has become competitive for both parties.
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Markets Unscripted: 2020 U.S. Election Series
Ashok Bhatia, Neuberger Berman Deputy CIO – Fixed Income, shares his perspective on investment implications as a result of the U.S. election and recent COVID-19 vaccine news.
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An Election Update and Market Outlook with Joe Amato
Stephanie Luedke, Head of Private Wealth Management leads a discussion with Joseph V. Amato, President and Chief Investment Officer – Equities for an update on the U.S. election and the markets after a historic week.
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An Election Update and Market Outlook with Charles Kantor
Given the uncertainty of the political landscape, Charles Kantor, Neuberger Berman Equity Portfolio Manager, shares his perspective on investment implications as a result of the U.S. election.
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Non-IG News: Record High Yield New Issuance in a Pandemic?
Despite the COVID-19 pandemic and a significant contraction in global GDP, the U.S. High Yield Market saw record levels of new issuance in the second and third quarter, which was a surprising development to most investors.
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Don’t Forget the Winners & Losers that Weren’t on the Ballot
Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
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Special Edition: The U.S. Votes: Our First Response
The U.S. has voted in the midst of arguably the most challenging environment for generations. Here’s our first take on the likely result and what it could mean for investors.
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US election: no winner yet, markets moving from a Blue Wave to a possible Trump trade
At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213 (270 to win).We expect an 85% likelihood of knowing the winner within ten days. The winner of the election is likely to be determined sometimes during the next few days as three battleground states, Michigan, Pennsylvania (6 November: deadline for mail-in ballots to be received in Pennsylvania) and Wisconsin, complete the long process of counting large numbers of ballots that were sent by mail as a result of Covid-19.
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The Priority Pyramid
Tuesday’s election matters—but it is the top of a pyramid whose base is, in our view, supportive of fixed income and credit whatever the outcome.
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The Four U.S. Election Scenarios with Erik Knutzen
As we approach the 2020 U.S. election and its upcoming result, Erik Knutzen, CIO—Multi-Asset Class, dives into the possible scenarios and discusses the economic implications of what could happen with each hypothetical outcome.
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Asset Manager News
PGIM Real Estate Acquires New Jersey Industrial Portfolio For $275M
On behalf of its U.S. core real estate strategy, PGIM Real Estate has acquired a four-building 2.2-million-square-foot industrial portfolio for $275 million from Bridge Development Partners. PGIM Real Estate is the real estate investment and financing business of PGIM, the $1.4 trillion global investment management businesses of Prudential Financial, Inc. (NYSE: PRU).
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White papers
Election countdown: A Trump opening after the final Presidential debate?
President Donald Trump and Former Vice President Joe Biden met in Nashville, Tennessee on Thursday 23 October for the final presidential debate. This is an important milestone in the campaign, and early indications the morning after the debate are that while both camps felt proud of their performance, it may persuade some undecided and GOP-leaning independent voters back to the Trump fold.
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Moving the Needle
The U.S. election will be big news in November, but news on coronavirus vaccines will probably “move the needle” more for markets.
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Choosing Trump or Biden
Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
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Positioning for the 2020 U.S. Presidential Election: An Update
Undeniably, 2020 has been an eventful year and the fireworks are likely not yet over. Amidst rising COVID-19 infections and a stuttering economic recovery, investors are preparing for the U.S. Presidential election. While this election may be one of the most contentious in U.S. history, investors should remember that that once the elections pass, much of this noise typically quiets and risk assets are able to resume a trajectory dictated by fundamentals.
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Disruptive Forces: 2020 U.S. Election Special
Economic policy, geopolitical issues, COVID-19 crisis and a supreme court nominee, to name a few, all come into play when it comes to the next president of the United States. The choice that Americans face in the upcoming election will impact not only the next four years in the United States but could impact the world at large.
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What the US election means for markets … and what it doesn’t!
While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may increase the uncertainty and anxiety for investors as we approach election day. Most recently we saw evidence of this anxiety as the market reacted to news of President Trump’s positive Covid-19 test.