All United States articles – Page 63
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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 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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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.
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White papersHolding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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White papersNAFTA renegotiations risk and main implications for investors
The North American Free Trade Agreement (NAFTA) is a trilateral pact between the U.S., Canada and Mexico that has been in force since 1994. Negotiations to revamp and modernize it, requested by the U.S., started in August 2017 and are now encountering some issues.
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White papersGlobal Perspectives: US Tax Reform
President Trump signed the Tax Cuts and Jobs Act into law on 22 December 2017, marking the first significant reform of the U.S. tax code since 1986.
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White papersUS credit: don’t worry about the macro, focus on technicals
What should we expect for US credit in 2018, in a context where spreads and volatility are closing in on cycle lows?
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White papersCautious on yields, selective on spreads amidst a more confident Fed
The FOMC left the funds rate target range unchanged at the January meeting (1.25%-1.50%), reinforcing, in our opinion, the likelihood of delivering three hikes this year.
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White papersCross Asset Investment Strategy: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high.
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White papersGlobal Real Estate Securities: 2018 Market Outlook
Our bottom-up fundamental analysis currently suggests that global REITs are priced to deliver another year of positive total returns for 2018 in the range of 8%–10%.
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White papersGlobal Market Outlook for 2018: An End or a Beginning?
2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors.
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White papersGlobal Investment Views: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high. The economic environment remains strong.
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White papersThe FED and tax reform: what's next for fixed income investors?
Fed: The FOMC decided to raise the fed funds target range for the third time this year to 1.25-1.50%.
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White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papersA case for U.S. and global REITs
Today, demand for commercial real estate space in most markets is outpacing slow and steady economic growth.
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White papersWill the reshuffling of the FOMC change the monetary policy outlook in the United States?
Donald Trump should announce in the coming weeks his choice for the post of chair of the Board of Governors.
