All United States articles – Page 57
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White papersGrowth 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 papersAsia 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 papersThe 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 papersHas 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 papersBack 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 papersOur 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 papersCross 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 papersTrump 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 papersCross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
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Asset Manager NewsOrchard Street completes trio of lettings at Cardiff Bay Retail Park
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, has successfully secured three new tenants at Cardiff Bay Retail Park.
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White papersGlobal Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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White papersTalking down the U.S. dollar: A means to an (unsuccessful) end
Is it better to be weak or strong?
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White papersOur Convictions: March 2017
No major changes on the macroeconomic front last month, but, rather, a confirmation of trends that we had already factored into our asset allocation.
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White papersCross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Asset Manager News
Debt fund “Deka Realkredit Klassik“ acquires finance for office building in Los Angeles
The “Deka Realkredit Klassik” debt fund has acquired a senior USD 20 million tranche of a commercial real estate loan from DekaBank.
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White papers
Single-family rental investors grow their share of the housing market
While tight inventory across the board remains a challenge, limited for-sale supply at the entry level is one of the primary hurdles facing millennials who are considering the purchase of a home.
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White papersWhat Happens When FedTrade Ends?
While most Fed watchers are focused on the federal funds rate, a more interesting topic may be the so-called FedTrade, which is keeping certain agency mortgage-backed securities’ risk spreads at artificially low levels.
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White papersOur Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
