All United States articles – Page 49
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White papersFarewell, Forward Guidance
The ECB went big, ending the era of negative rates by raising interest rates 50bps. The central bank is focused on ensuring an even transmission of monetary policy and unveiled its new anti-fragmentation tool.
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White papersWhiplash!
Hard economic data has remained strong, but recession risks are on the rise. Combined with limited forward guidance from Central Banks, this has left markets to have to decipher what each data print will mean for monetary policy and the path of rates.
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White papersAccelerated Migration Post-Pandemic Drives Real Estate Returns - Q2 2022
The onset of the COVID-19 pandemic largely accelerated many location changes that began before March 2020. Nationwide, some migratory patterns related to American industry and demographic shifts became more pronounced by type of region, metro, and location − some areas experienced unprecedented booms, while others reported sizeable declines.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
We see increasing likelihood of a recession, but even if we avoid one, we think the coming months are going to feel like a recession as the decline in stock market valuations in the first half of the year are likely followed by a decline in corporate earnings in the second half.
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White papersBraving bear markets: 5 lessons from seasoned investors
Stock markets around the world have entered bear territory. The MSCI ACWI slid over 20% for the six months ended June 30, 2022. Today, many investors are focused on the likelihood of recession and more pain ahead.
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White papersEnhancing customer experience on the Indiana Toll Road and building pathways to a diverse ability talent pool
Customer and community stewardship are high on the agenda at Indiana Toll Road Concession Company (ITR), the company managing the 157-mile-long toll road stretching across Northern Indiana in the US.
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White papersReal Estate Outlook – US, Edition 2 - 2022
Growing economic uncertainty based on weaker consumer sentiment and inflation concerns increases the importance of focusing on durable income growth across real estate sectors, metros, and product types. Continued strong industrial and apartment return performance is anticipated, but at a lower margin than 2021, given interest rate pressures. We expect a deteriorating performance for office and a gradual strengthening in retail performance through 2022.
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White papersWhat is the impact of Covid and the Ukraine crisis on fiscal policy?
The past two years have brought not one but two generation-defining events – Covid and the war in Ukraine. Together, they will leave a far-reaching economic and societal legacies.
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White papersNCREIF review and outlook: Q1 2022
Stellar private real estate returns continue; but poised to decelerate
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VideoIntroduction to the Neuberger Berman US Real Estate Securities Fund
In this short video, Steve Shigekawa, Senior Portfolio Manager, introduces the Neuberger Berman US Real Estate Securities Fund, highlighting some of its distinctive characteristics.
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White papersFighting inflation: What the latest Fed move means for investors
The first month of summer came in hotter than expected. Data released in June showed that annual headline CPI inflation—previously thought to be cooling—had touched a new 40-year high.
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White papers14-15 June FOMC meeting: Fed becoming worried about inflation expectations
The FOMC statement was hawkish. The Fed stated the Committee is strongly committed to returning inflation to its 2% goal, signifying it is not afraid about being hawkish until inflation comes down. While the FOMC downgraded the impact from the Russia-Ukraine war on the US economy, it was more confident that this is exerting upward pressure on inflation.
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White papersReimagining Supply Chains: The Investing Challenge
From carmakers to smartphone manufacturers, companies around the world are reorganizing their supply chains amid a wave of disruptions. Equity investors will need to sharpen their analytical tools and engagement skills to determine which businesses are proactively adapting to a new reality.
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White papersThe Fed Makes Inflation Fighting Priority Number One
The Fed raised its benchmark interest rate by 75 basis points yesterday, to a range between 1.50% and 1.75%, and signaled stronger inflation-fighting measures ahead. We think that policy path will eventually cool inflation—but at a greater cost to economic growth than the Fed expects. And financial markets will likely stay volatile for a while.
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White papersThe Fed presses harder on the brakes
Financial conditions continue to tighten, but perhaps not fast enough. Job creation remains strong and consumer spending and inflation are running hot, so the Fed accelerated its rate of interest rate increases, hiking by 75 basis points at its June meeting.
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White papersA focus on inflation
The conflict in Ukraine has delivered a commodity price shock similar to that of the early 1970s, shattering hopes that the inflationary uptick may prove to be transitory.
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White papersA compelling entry point for MBS
Mortgage-backed securities (MBS) opened 2022 with drawdowns not seen in 40 years and high volatility that tracked the MOVE Index, a measure of uncertainty in the bond market.
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White papersDescending From Extremes Is a Rocky Process
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
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White papersA Scenic But Treacherous Trail
Aggressive central bank tightening and declining purchasing power suggest the slowdown in growth should be steep, and faster than the inflation slowdown.
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White papersSignificant catalysts ahead for environmental solutions
US renewables shares rose significantly after news the Biden administration would freeze new tariffs for solar imports from four Asian nations, providing a boost for renewable energy use in the US. Stocks were also supported by reports of progress on a US budget ‘reconciliation bill’ that could include USD 300 billion in climate and energy provisions, including tax credits.
