All United States articles – Page 8
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White papersAXA IM US election reaction: what Trump’s win means for markets and investors
At the time of writing (midday on Wednesday, 6 November), former President Donald Trump has won the 2024 US presidential election. In a much quicker than expected result, Trump currently has 279 Electoral College votes versus 223 for his opponent Kamala Harris. Trump has been declared winner in the key swing states of Georgia, North Carolina, Pennsylvania and Wisconsin. This rules out Harris’ path to victory.
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White papersAnalysing greenhouse gas emissions: It’s not as easy as 1-2-3
Finance professionals spend a lot of time analysing companies’ financial accounting. However, as businesses increasingly set targets to reduce their greenhouse gas emissions, extending this level of rigour to emissions accounting is imperative. Here, we consider some of the key challenges.
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White papersAI and its impact on real estate
Artificial intelligence (AI) — what was once a mere buzzword is now reshaping industries and creating an environment ripe with investment opportunities. This transformative force is driving efficiency and innovation across industries and sectors, including real estate. We think AI has the potential to enhance investment processes and add diversity to investment strategies. Asset managers who strategically integrate AI into their operations can gain a competitive edge, and they risk falling behind if they don’t.
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White papersUS soft landing on track
“Robust consumption and government spending have supported US economic activity recently, but we see a mild deceleration in growth amid a rebalancing in US labour markets.”
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White papersBeware of Buying the Dip in Bonds
Government bonds have sold off rapidly; here’s why we don’t think it’s time to buy back in.
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White papersSmall Caps: The Next Cycle Is Upon Us
We believe higher-quality small caps look poised to outperform their large-cap peers over the near- to mid-term.
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White papersUS elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that risks often turn out to be a source of opportunities? Stuart Canning, Fund Manager in the Global Macro Team, believes investors should look at what is priced-in, not what they think is going to happen. He examines the market’s expectations for the US election and asks whether rising market volatility is here to stay.
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PodcastOuterblue Convictions – Global Investment Views – Perspectives on the US elections
After many months of build-up and speculation, the 2024 US election is almost here. Over the past few weeks, financial markets have become increasingly focused on the candidate’s platforms and what these might imply for the economy and markets. How could markets react to Trump and Harris’ different proposals on taxation, trade and immigration?
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White papersThe U.S. Office Debt Opportunity
We see a compelling thesis, with multiple complementary investment approaches, forming for investors around the office sector’s current and anticipated capital needs.
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White papers2023 ESG Report
At Hines, we strive to be the best – and most innovative – real estate investment, development, and management firm in the world. Over the years, ESG has become an increasingly critical part of our thinking and planning for the future of Hines.
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White papersEquities in elections time
“With equity markets at record highs and election uncertainty looming, a balanced approach in equity with a focus on fundamentals is key.”
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White papersWhat to expect between Election Day and the inauguration
With the US presidential election less than two weeks away, Americans may be looking forward to the end of a tumultuous political campaign season. However, if past trends are any indication, 5 November could be just the beginning.
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VideoInvestors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
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White papersSurge of the Secondaries: Financing Growth in an Undercapitalized Industry
With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.
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White papersSearching for impact: Comparing transport and renewables from an impact perspective
The energy transition has been the largest opportunity within the infrastructure sector over the past decade (~52% of transactions closed1), and we expect this trend to continue.
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White papersIG Credit: Idiosyncratic Opportunities in a Favorable Environment
Given the combination of still-elevated yields, solid fundamentals and technicals, and a resilient U.S. economy, IG corporate credit looks well-positioned for the months ahead.
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White papersThe 2024 Election: Navigating Potential Financial Sector Shifts
We believe the outcome of the US presidential election could alter fundamental dynamics across the financial sector: Banking regulation, crypto, private equity, insurance—all stand to be shaped by the winner in November. Here is a look at some key areas and, in our view, the potential implications for investors.
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White papersFixed Income Investment Outlook 4Q 2024
With the U.S. Federal Reserve’s recent interest rate cut, we anticipate broad easing by central banks over the next year across the developed world. However, some caution may be warranted on duration, as markets may be overly optimistic about the initial pace of reductions. Meanwhile still sturdy, if softening, economic conditions along with strong investor demand have contributed to narrow corporate credit spreads, reinforcing the value of a quality emphasis and drawing on yield and price opportunities wherever they emerge.
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White papersWhat Is the Opposite of Confirmation Bias?
Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.
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White papersThe U.S. Election, the Economy and the Markets
Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
