All United States articles – Page 54
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White papersPolitical Event Risk Raises Stakes for Sudden Price Moves
Major political event risk, ranging from elections in Mexico, Brazil and the U.S., to Brexit and NAFTA negotiations, could swing equity, bond, FX and ags markets.
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White papersGlobal Real Estate Summary: Edition 2 2018
The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors looking to alternatives and value-add to boost returns.
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White papersEuro-Dollar Caught in a Fiscal-Monetary Tug-of-War
The exchange rate between the euro and U.S. dollar has been trading in a narrow range for the past eight months due to monetary and fiscal policies on both sides of the Atlantic pulling in opposite directions.
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White papers“Generation Income” – looking beyond traditional real estate
We describe three alternative real estate asset classes that may cater to investors’ income needs. European hotels are becoming ever more interesting – not least due to rising tourism. US real estate is particularly compelling if one invests outside the major agglomerations. And, finally, global income securities (aka listed real estate) provide a full range of instruments with diverse risk and return characteristics.
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White papersClimbing the wall of worry: why this is the most miserable bull market we’ve ever had
We are nine years into the equities bull market, in what has been a remarkable period for investors.
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White papersCross Asset Investment Strategy: May 2018
While in 2017 financial markets largely ignored geopolitical risks, as they were more inclined to read the Goldilocks narrative, this mood now appears to be changing.
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White papersRising Rates Survival Guide
Looking for new sources of income and diversification will be crucial to dealing with the challenges of rising interest rates and inflation.
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White papersFed Unwinding the Bernanke Experiments: Progress Report
The Fed will likely experience interesting challenges as it seeks to fashion a sustainable monetary policy that fits with the current economic climate and regulatory framework.
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White papersECB: dovish tone and calm markets - but flexibility needed with volatility ahead
The overall stance is still broadly accommodative and aims to confirm the consensus view.
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Asset Manager News
Invesco Real Estate Closes $80m Senior Loan in California for Bella Posta Multi-Family Complex
Invesco Real Estate announces today that it has originated a $80m senior loan as part of its rapidly expanding commercial real estate lending platform.
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White papersGlobal Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
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White papersRising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
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White papers
Trump's First Year in Review
In the Q3 2016 Market Commentary, “Post-Election US Outlook,” GTIS Research covered possible policy scenarios under the incoming Trump administration based on promises made during his presidential election campaign. At the time, we noted that the Trump platform offered little detail on policy, but we believed the administration would target five key areas: trade, immigration, taxes, infrastructure, and regulation.
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White papersEconomic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
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White papersCan Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
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White papersTen key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This adds to the measures announced on March 8, when US President Trump signed an order that imposes tariffs on imported steel (25%) and aluminum (10%), effective on March 23.
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Asset Manager News
Continental Realty Advisors and GTIS Partners Acquire 240-Unit Apartment Community in Chandler, Ariz. In Off-Market Transaction
Continental Realty Advisors, Ltd. (CRA), a Denver-based national multifamily investment and management firm, in partnership with GTIS Partners, a global real estate investment firm headquartered in New York, announced today the off-market acquisition of San Palmas at Mission Park in Chandler, Ariz.
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White papersUS Mall REITS: Diverging paths and changing tides
A review of the last 10 years in the US mall sector shows the diverging paths of high-quality mall operators versus their lower-quality peers. Ironically, under the strain of rapidly-changing market forces A-malls (malls that generate sales per square foot over $400 per annum) have emerged in even stronger shape than has been the case historically.
