All United States articles – Page 7
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White papersOpportunities and Challenges of Trump 2.0
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
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White papers2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
With inflation cooling and the US Federal Reserve transitioning from rate hikes to a cycle of rate cuts, bonds are poised to perform well in 2025.
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White papersElection Economics
A resounding victory sweeps President (and President-Elect) Trump back to the White House. The substantial-for-modern-times majority in the Senate along with the popular vote means that the second Trump administration has more of a mandate than the first one.
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White papersBond yields in Trump 2.0
“The Federal Reserve is continuing its cut-rate path, but it will be increasingly vigilant towards any inflation risks. We expect volatility in bond markets to persist.”
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VideoWhat the U.S. Election Result Means for Emerging Markets
Chief Investment Officer Sean Taylor shares his insights on the challenges and opportunities for emerging markets under a Trump administration.
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White papersQuick take: Impact of US election results on emerging markets
In the wake of Donald Trump’s victory in the US presidential election, we share some analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expansionary fiscal policy and potential protectionism/tariffs.
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White papersEuropean reform must wait as the US continues to advance
Europe, struggling with competitiveness, needs to cut interest rates faster – but even that may not be enough.
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VideoDecades in the making: MDT Advisers
While the name might not be familiar, our ‘MDT’ franchise has a legacy spanning over 30 years. In this series of videos, Scott Conlon, Investment Director, Federated Hermes MDT Advisers, takes it back to basics: who is MDT and what makes this approach to quant investing stand out from the crowd?
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White papersAn Investor’s Election Survival Guide
Brace for this week’s uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
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White papersInsurance Fixed Income at the Top of the Cycle
How a fixed income portfolio split between core government bonds and high quality private assets can both augment yield and build strength for an economic slowdown.
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White papersAhead of the Curve: What US resilience means for bond investors
Our latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.
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White papersThe Fed’s Drive Toward Neutral: Slowed, but Not Stopped
The Federal Reserve stayed the course with a 25 bp rate cut on Thursday and a firm reiteration of its intention to remain on a data-determined path towards a neutral rate.
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White papersUS Presidential election: Trump wins again – what could it mean for markets?
Donald Trump will be returning to the White House for his second presidential stint. What has been the immediate market reaction to Trump’s electoral victory – and what could this mean for investors?
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White papersTrump’s victory signals major policy shifts ahead
The magnitude of US President-elect Donald Trump’s victory on Tuesday brings the strong likelihood he will have a mandate for his economic, market and foreign policy agenda. Winning the Electoral College and popular vote, as well as gaining Republican control of the Senate, means Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs may come faster than expected — potentially in the early months of 2025.
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White papersTrump Victory: Key implications for investors
Donald Trump is returning to the White House as the 47th President of the United States. The Senate has also swung to the Republicans, gaining 52 seats vs the Democrat’s 42 seats, at the time of writing. The votes for the House of Representatives are still being counted, but if Republicans maintain their current lead, a “red sweep” – control of both chambers – will give them significant leeway for their policy agenda.
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White papersA Positive Prognosis for the Healthcare Property Sector
A segment within the Alternative properties sector, healthcare real estate (life sciences, medical facilities, and seniors housing real estate) is benefitting greatly from the growing demand for healthcare research and services fueled by the aging of the massive Baby Boomer age cohort.
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White papersThe Endurance of U.S. Rental Housing Investments
Over the past decade, U.S. multifamily has been among the most sought-after sectors by institutional investors due to its necessity characteristic, the underlying strength of property-level fundamentals, and high historic risk-adjusted total returns.
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White papersThe Market Implications Carried by the GOP Wave
The outcome of the U.S. elections emerged sooner than many expected as a Republican wave is set to place the GOP in control of the White House, the Senate, and possibly the House of Representatives. We see Wednesday’s significant market reaction as more of a confirmation of the moves over recent weeks—which is understandable from a directional perspective—rather than another, new paradigm. As such, the following provides our post-election takeaways on interest rates, investment risks, and credit conditions, while the accompanying link points to our assessment of how a GOP wave may affect economic conditions going forward.
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White papersThe Fed’s normalising of rates is not easing
Given that the US economy is healthy, we believe the market is overestimating what the Fed will do.
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White papersUS presidential elections 2024 - The view from here
Donald Trump has officially been elected as the 47th president of the United States (US). Importantly for the markets, it looks like the Republican Party will gain control of the Senate, while also maintaining its hold on the House of Representatives. This significantly increases the potential for President-elect Trump to implement his policies beyond trade and immigration.
