All United States articles – Page 55
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White papers
China-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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White papers
US Banks: Ready to Emerge from the Storm?
After weathering the global financial crisis and an era of heavy regulation, the US banking sector has gotten what looks to be a clean bill of health. We think this opens a lot of possibilities for equity investors.
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Asset Manager News
Deka Immobilien purchases fourth property for its North American-Fund
Deka Immobilien has secured via a Sale-and Leaseback-transaction the Hotel „Hyatt Centric The Loop“, located in downtown Chicago, for a purchase price of 110 Mio.
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White papers
Valuations and Volatility Test Equity Investors
It’s been a really good year for equities so far. Paradoxically, this is sowing the seeds of anxiety. Valuations are higher, so people are worried about a correction. Subdued volatility has stoked fears of renewed turbulence.
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White papers
Why reflation is about much more than Donald Trump
Donald Trump’s unexpected victory in the US presidential election last year prompted much market excitement about the birth of the ‘reflation trade,’ based on the former reality TV star’s plans to cut taxes and spend lavishly on America’s crumbling infrastructure.
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White papers
Cross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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White papers
Growth Spurt for Active Managers
US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies.
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White papers
Asia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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White papers
The Fed Hikes Rates — but Faces a Dilemma
The Fed’s rate hike Wednesday was thoroughly unsurprising. But under the surface calm, policymakers are wrestling with a dilemma in the US economy that will be a major influence on policy ahead.
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White papers
Has the Climate Changed for Sustainable Investing?
What impact will the US withdrawal from the Paris climate accord have on environmentally focused investing? We think not much. The momentum behind green innovation looks all but unstoppable, galvanized by powerful economics.
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White papers
US Municipals - Market in Focus: Shift in EU Investors Towards US Municipal Bonds
As of June 2017, 46% of outstanding government bonds in the Eurozone were yielding less than zero. In addition, the other major borrower, Japan, is also yielding negative. As per an estimate, USD10trn worth of outstanding corporate and government debt has its yields in the negative territory. Although this is less than the peak seen in September 2015 (USD14trn worth of debt was negative-yielding), the trend reversal does not seem secular as negative-yielding debt has risen since March 2017.
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White papers
Back to school: An overview of the student-housing sector
Until recently, investing in university student housing was a niche business.
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White papers
Our Convictions: May 2017
We have repeatedly mentioned how financial markets have tended to overestimate the risks of European elections, underestimate the fears of the Brexit and overestimate hopes on Trump’s economic policy.
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White papers
Cross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
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White papers
Trump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
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White papers
Cross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?