All United States articles – Page 6
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White papersWhat Fed rate cuts mean for U.S. equities: A historical perspective
Federal Reserve (Fed) Chair Jerome Powell has all but confirmed that the rate-cutting cycle will commence at the next FOMC meeting on September 18. Financial markets are currently pricing in 100 basis points (bps) of cuts this year—potentially equivalent to a 50bps cut in September and 25bps cuts in both November and December—as the Fed gears up to ward off recession. Its success in piloting a soft versus hard landing will play a key role in dictating the path for U.S. equities.
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Asset Manager NewsThe Devon in Hyattsville Launches Leasing
Luxury Apartments at Transit-Oriented Community Elevate Urban-Suburban Living
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White papersMunicipal Fixed Income: Shelter From the Storm?
Technical factors and market volatility are creating a value opportunity in the U.S. municipal market. The summer months are typically a quieter, more predictable time in the municipal fixed income market, as supply tends to be modest and demand rises due to higher levels of bond reinvestment.
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VideoNeuberger Berman Private Markets: Q2 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersArticle Shopping around: The outlook for US retail
While remaining broadly cautious on the US retail sector, the credit team explain why they are focusing on names with turnaround stories where they see upside catalysts and better relative value.
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White papersRate cuts: Now may be the time to extend duration
With the Fed likely to begin its rate cutting cycle in September, investors should consider extending duration now in high-quality fixed income to capture potential gains. Historically, bond yields drop ahead of Fed rate cuts, offering a window of opportunity to enhance returns without waiting for official policy shifts. Positioning in longer-duration assets now can provide income stability and potential price appreciation in a slowing economy.
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VideoThe road ahead for US equities
Charlotte Daughtrey, Equity Investment Specialist, considers the current tailwinds for US equities, the impact of the US election on small- and mid-cap companies, and whether or not the recent rotation out of mega-caps is sustainable.
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White papersEurope better placed than America… and cheaper
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk. The European consumer is more confident, despite a tougher business environment.
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White papersThe Ongoing Outperformance of U.S. Industrial Real Estate
Investor interest in U.S. industrial real estate has reached a record high amidst historically strong property-level fundamentals. The sector has continued to be the best-performing property type tracked by the private real estate return benchmark over the past two decades.
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White papersPrioritizing DC Plan Participant Outcomes with Private Real Estate
Most retirement plan sponsors and fiduciaries design well-thought-out, diversified portfolios for retirement plan participants. However, in comparing U.S. defined benefit (DB) and defined contribution (DC) plans, we notice differences in private asset allocations, in particular, to private real estate, despite both plan types seeking to solve for the same goal: income replacement in retirement.
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White papersPrivate Debt: Few Facts Behind the Fears
Despite a rising tide of negative media coverage, we believe that private debt still has tremendous potential to deliver attractive risk-adjusted returns for investors. In this piece, we aim to separate fact from fear when sizing up the private debt market, thereby potentially helping investors and allocators capture the opportunities that lie within it.
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White papersIt’s Hard to Relax
It’s time for a well-deserved, late-summer breather, yet geopolitical tensions continue to mount. The dog days of summer are a time for slowing down, letting go and recharging. With any luck, equity markets will comply by staying relatively calm. Yet amid all the uncertainty and rising geopolitical tension, we understand if it feels hard to kick back and relax.
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White papersU.S. Bank Update Amid an Economic Turn
More than one year after the banking panic of early 2023, we reflect on the sector’s investment portfolios, liquidity, and profitability conditions.
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White papers2024 U.S. Affordable Housing Impact Report
At Nuveen Real Estate, we recognise that the shortage of affordable housing options is a prevalent issue and significant market opportunity. We are committed to investing to preserve affordability, improve housing quality and sustainability, and enhance resident well-being in assets across the globe with dedicated affordable housing impact investments in the U.S.
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White papersTier One Interview: Susan Kasser
In conversation with Jay Judas, CEO of Life Insurance Strategies Group, Susan Kasser, Head of Private Debt, discusses the ins and outs of private debt, why PPLI and private debt pair well together, and more.
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People NewsAdam Hines Promoted to Senior Managing Director, Joins the Firm’s Office of the CEO
Hines, the global real estate investment manager, announced today that Adam Hines, a grandson of the founder, has been promoted to senior managing director and will serve as chief of staff within the firm’s Office of the CEO. He will report to Co-CEOs Jeff Hines and Laura Hines-Pierce in this newly created role.
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People NewsHeitman Appoints Head of Global Sales in Client Service and Marketing Group
Heitman announced today the appointment of John Mancuso as Managing Director and Head of Global Sales in the firm’s Client Service & Marketing group. John has been serving in this role as interim head since June 2023 and will continue his responsibilities leading Heitman’s global sales initiatives. Based in Denver, he will report to Senior Managing Director and Global Head of Client Service & Marketing, Lewis Ingall.
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White papersMaking sense of market volatility
Global markets have been whipsawed by a series of sharp blows in the last few days, mainly centering around concerns about the health of the U.S. economy. Our view remains that the strength of household and corporate balance sheets implies recession is unlikely, but we acknowledge that risks are building. To help decipher and contextualize the current market reaction, Chief Global Strategist, Seema Shah, and Equities Chief Investment Officer, George Maris, provided some clarity into the current situation and their expectations for the remainder of 2024.
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White papersInnovation, Conflict and a Mysterious Disappearance
This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors. With the calendar turning to August, it’s the time of year when many market participants will be seeking the opportunity to take a vacation, enjoy the Olympics and generally get a break from the relentless headlines.
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PodcastElections, Equities and the Economy
With the election season well underway, the nation finds itself at the crossroads of significant political and potential economic uncertainty. How will each candidate impact the economy, specifically equity markets? And what can investors do to prepare?
