All United States articles – Page 71
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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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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
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papersTrump presidency weighs on Asia-Pacific real estate
Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.
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White papersInside Real Estate: Annual strategy outlook for 2017
A new president in the white house – After a bitterly fought election, Donald Trump surged on a wave of populism to be elected the 45th President of the United States.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papersU.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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White papersInvestment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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White papersTaxable U.S. municipal bonds make sense for non-U.S. investors
As global investors continue to face falling, low, and negative interest rates, the need for alternative investments to enhance portfolio returns and performance has heightened.
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European Real Estate Quarterly: Q1 2016
Towards the end of 2015 and into Q1 2016 there have been an increasing number of commentators speculating that the world economy is on the cusp of a new recession, triggered by slowing emerging market economies.
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Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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Global Economic Overview: Spring 2016
The world economy stumbled in 2015, amid weak aggregate demand, falling commodity prices and increasing economic volatility in major countries. The world GDP grew by 3.1% vs. 3.4% in 2014.
