All United States articles – Page 9
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White papersReal Estate Outlook – US, Edition May 2024: Cautiously optimistic
After more than two years of adjusting to higher interest rates, private market real estate results were mixed during 1Q24, with value declines offset by income in several sectors. Returns for retail and industrial warehouse turned slightly positive. Self-storage returns were flat. Apartments and office buildings experienced negative total returns; though niche segments of the sectors, like medical office, manufactured and student housing outperformed.
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White papersReal Estate Outlook – US, Edition May 2024: Cautiously optimistic
After more than two years of adjusting to higher interest rates, private market real estate results were mixed during 1Q24, with value declines offset by income in several sectors. Returns for retail and industrial warehouse turned slightly positive. Self-storage returns were flat. Apartments and office buildings experienced negative total returns; though niche segments of the sectors, like medical office, manufactured and student housing outperformed.
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White papersReal Estate Outlook – Global, Edition May 2024 Approaching the bottom
In the first three months of 2024 US economic growth was positive, but weaker than expected. GDP expanded at an annualized pace of 1.6% quarter on quarter (QoQ), a sharp downshift from the 3.4% annualized in 4Q23.
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White papersSDG Engagement Equity Q2 2024 case study: Eagle Materials
Our Q2 case study looks at leading US cement manufacturer Eagle Materials. At the present time, the manufacture of cement accounts for 1.25% of CO2 emissions in the US. But as we outline, Eagle is well positioned to drive change and is implementing measures that should support decarbonisation in the industry.
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White papersPrivate Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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White papersUS investment grade credit bounces back from its nadir
In his 1974 children’s book, The Tiger’s Bones, the English poet Ted Hughes wrote that “Nothing is free. Everything has to be paid for.”
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White papersUS inflation is moderating
“Falling price pressures should be supportive of US government bonds and investors could also explore other quality fixed income assets in developed as well as emerging markets.”
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White papersUS elections: the Inflation Reduction Act and the risk of repeal
In November the US goes to the polls to decide who will be the next president – the Democrat incumbent Joe Biden or returning Republican nominee Donald Trump. Under Biden, in August 2022 the US introduced the Inflation Reduction Act (IRA), a federal law which aims to, among other things, invest into domestic energy production while promoting clean energy. It represents the largest ever Congressional investment in the energy transition.
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White papersAre U.S. and European Bonds About to Break Ranks?
The two markets have marched in lockstep for several months, setting up the potential for attractive relative-value and dispersion trades.
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White papersResilience in life sciences: IREI article on the UK versus US life sciences markets
The definition of life sciences real estate - For the purpose of this article, life sciences is defined as an industry that comprises companies involved in the research, development and manufacture of pharmaceuticals, therapies and medical devices, which help to foster medical innovations with the ultimate aim of extending the length and quality of human life. Life sciences real estate is property specifically designed and built for companies within the industry.
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White papersPrivate credit: Europe vs the US
The global private credit market is dominated by the US and Europe. M&G believe the European market is set to expand more rapidly. What are the key differences within each region? Which could potentially offer the most attractive risk/return? Our latest insight provides a roadmap for investors.
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BlogThe Weaponization of Statecraft and its Investment Implications
While the use of statecraft has been a prominent feature of all global orders, the frequency and potency of its deployment has never been higher than in the current geopolitical environment.
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White papersFilling the pool again
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
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White papersBiden vs Trump: high stakes in US elections
The US election rematch between President Biden and former President Trump will focus market attention on their respective agendas. This paper examines the potential economic and foreign policy changes that could emerge in their second term, as well as the repercussions for financial markets.
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White papersUS consumer shows confidence
“Concerns over US economic growth persist, and this highlights the importance of a global approach to investing in the developed and emerging markets.”
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White papersU.S. retail is shaping up to outperform in 2024
Retail property markets ended 2023 in a position of strength. Property fundamentals are healthy, particularly across open-air and necessity retail segments with vacancy rates below their long-term average across most markets.
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White papersSelf-storage is a small but high-performing sector
Learn how self-storage can fit into a diversified portfolio
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White papersRe-Rating Financials
A year after the mini-banking crisis, we see the normalizing interest rate and yield backdrop generating tailwinds behind the Financials sector.
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BlogThe Growing Dispersion in the Muni Hospital Sector
Rapidly changing dynamics in the hospital sector currently present an opportunity to generate alpha by investing in certain subsectors and geographies while actively avoiding others.
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Asset Manager NewsHines Expands Regional Headquarters In New York
(NEW YORK, NY) – Hines, a global real estate investment manager, announced today that it is nearly doubling its New York City office space with a 12-year lease at 555 Greenwich+345 Hudson. Described by Fast Company as “New York’s most energy-efficient new office building,” 555 Greenwich has garnered industry acclaim for its innovative sustainability system and full electrification to eliminate the on-site use of fossil fuels resulting in 80% less energy usage than similar structures in Manhattan.
