All United States articles – Page 45
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White papersWhat 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 papersA 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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WebinarU.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 NewsGLP 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 papersUS 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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White papersApproaching 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.
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White papersUS Stock-Bond Correlation: What are the Macroeconomic Drivers?
For the last 20y, the correlation between stock and bond returns has been negative, enabling CIOs to increase stock allocations, with bonds acting as a hedge, while still satisfying a given risk budget.
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White papers4 reasons why US debt may not spin out of control
Is surging US debt sustainable, or will it spin out of control?
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White papersInflation: Preparing your portfolio for the surge
After falling to almost zero during the height of the COVID-19 pandemic, the rate of U.S. inflation is on the rise. To navigate the current market environment, today’s investor must understand how quickly the United States economic recovery will generate inflation, how long that inflation will be sustained, and what investment implications follow.
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White papersWhy now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities.
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White papersBond investors beware – US rates may rise sooner than thought
US bond markets have begun pricing in higher interest rates, specifically two 25 basis point (bp) increases in the benchmark fed funds rate by 2023.
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White papersTime to Start Thinking About Thinking
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
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White papersGeorge Walker on CNBC: Taking a Stand with NB Votes
George Walker, Chairman and CEO of Neuberger Berman, recently appeared on CNBC to discuss Neuberger Berman’s advance proxy voting disclosure initiative, NB Votes, whereby the firm discloses and publicly explains its voting rationale on select issues.
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White papersWill the Sweet Spot for Smaller Value Stocks Persist?
US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020.
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White papersInvesting Around the Next Round of Russia Sanctions
Markets have learned to brace for each new set of measures, but now it’s more important to watch for any evolution in the bilateral relationship.
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White papersResilient Recovery Stocks Transcend the Growth-Value Divide
Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification.
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White papersWhat is the toll on this road?
The U.S. is crying out for infrastructure upgrades, but an overshoot on taxes could put its companies at a disadvantage.
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White papersAmid a US economic boom, how high can rates go?
The possibility of an economic boom this year has stoked worries about higher inflation and prompted a sharp selloff in US Treasuries.
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White papersBiden’s infrastructure plan – A golden egg from the Easter bunny?
Valuations of clean energy stocks, as represented by the iShares Clean Energy index, (an exchange-traded fund (ETF) that we view as a proxy for the clean energy equity sector), are now up by around 16% from the lows in early March.
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White papersThe big bounce back
A high-velocity vaccine rollout, $1.9 trillion stimulus package and a year of pent-up consumerism mean the future is bright for U.S. mid-market direct lending, says Churchill Asset Management’s Randy Schwimmer.
