All United States articles – Page 65
-
White papersOur Journey to a Sustainable Future
As investors and advisors who focus on our clients’ long-term success, sustainability is central to how we assess the risks and opportunities facing our clients.
-
White papers
Grain, Oilseed Prices Dance to a new Global Tune
As global crop production diversifies geographically, prices for corn, soybean and wheat are becoming more sensitive to currencies like the ruble and real.
-
White papersAdvancing the human capital agenda
For too long, a company’s success has been measured purely by its financial performance. But increasingly, in a social-media world, the success of a business is aligned to the satisfaction of employees. With fewer rights granted to employees in the US than other developed nations, we explain why we are starting a dialogue on the issue of human capital.
-
White papersFX Leadership
Can the U.S. dollar maintain its leadership of global currencies amid a decelerating economy and the China trade war elevating risk in the United States?
-
White papersThe U.S. Yield Curve inverted, now what?
On March 22, 2019, the U.S. yield curve briefly inverted, with the difference between the three-month and 10-year yields turning negative for the first time since August 2007.
-
White papersInside Real Estate: REITs provide stable growth late in the cycle
On the ground real estate fundamentals are supportive of a steady, balanced growth outlook for REIT earnings on average. Growth across sectors, countries, or companies can be quite divergent of course.
-
White papersDebt Ceiling Back in Play
The twin threat of a technical debt default and potential government shutdown could resurface later this year, likely affecting equities and Treasuries.
-
White papersLessons from a decade of bank bailouts
Both the US and the UK moved fast to clean up bank balance sheets – Europe, however, delayed and so will face the next downturn from a weaker position
-
White papersUS v China: the real agenda behind the trade war
Not since the Cold War has the US had a serious rival superpower. Even in that period of intense nuclear paranoia, a sign mounted inside the Pentagon proclaimed: “If we ever faced a real enemy, we would be in deep trouble”. With the rise of an increasingly powerful, influential and technologically advanced China, that adversary could have arrived.
-
White papersGet active about your passive
The evidence is mounting that investors have given up on trying to beat the market in US large caps. For example, Bloomberg recently reported that passively managed large cap US equity fund assets overtook actively managed large cap US equity fund assets at the end of 2018.
-
White papers
Monetary Policy’s Effect on EM Debt
Rate expectations have changed materially across emerging and developed markets in the first quarter of 2019. What does this mean for emerging markets debt? Barings’ Ricardo Adrogué weighs in.
-
White papersTrade Deals and Political Realities
Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives?
-
White papersOutlook for US office - changing occupier trends
The future of the office market has been at the subject of much debate and consternation among commercial real estate professionals and investors over the past decade.
-
White papersBig Challenges for Equities, Bonds and FX Markets
A series of challenges, from the debt ceiling to Fed quantitative tightening to Brexit, will be confronting a variety of markets.
-
White papersFed to End Diet
The Fed’s program to shrink its bloated balance sheet post-quantitative easing is drawing to a close earlier than planned as liabilities pose constraints.
-
White papersAsset Allocation Update - Much ado about equities and credit
Equities and corporate bonds often do well together. Over the past 20 years the “beta coefficient” between credit to equities has been 0.5 in both the US and Europe; that is to say, for every 1% rise (or fall) in equity prices, credit markets have tended to return (or weaken) 0.5%.
-
White papersPrivate Real Estate Debt: the potential for enhance risk-adjusted returns late in the cycle
As the business and real estate cycles continue to mature, exposure to defensively positioned real estate debt strategies may provide investors a more favourable return outcome should economic conditions weaken.
-
White papersThe inflation story: 2019 and beyond
In this issue of Ahead of the Curve, we assess the prospects for inflation in the US and the eurozone.
-
White papers
Brent-WTI Oil Spread Taking Cue from Houston-Midland?
The price spread between two relatively new futures contracts, WTI Midland and WTI Houston, has been over the past two years a leading indicator of the spread between the two most venerable crude oil futures contracts: WTI and Brent. The economics behind this might offer clues about how oil markets evolve in the future.
-
White papers
China: Looking at Growth Past the Trade War
China’s growth is decelerating, it is loaded with debt and is involved in a high stakes trade war with the United States. Despite these issues, China’s economy appears to be holding up better than one might have expected. In fact, China’s growth could even accelerate in 2019 in response to aggressive monetary easing.
