Economic Trends & Conditions
Insights into Current Economic Conditions, Emerging Trends, and Impacts on US and Global Economies
Key Questions: What Did We Learn from the Fed Last Week?
There were no fireworks at the Jackson Hole symposium last week as Federal Open Market Committee (FOMC or Fed) Chairman Jerome Powell’s speech basically met expectations.
Key Perspectives, Economic Outlook
Vaccines have begun to normalize U.S. economic activity, but the progress is taking longer than hoped. Some obstacles include hesitance towards taking the vaccine, questions around booster shots, and the vulnerability of new virus strains that evade the vaccines. The reality is that we remain locked in a race against time and do not know when we can overcome the residual impact of the virus.
Affordable housing advocates see mounting momentum
The outlook for affordable housing development in 2021 is a positive one, with government entities showing strong support for increasing affordable housing availability. Now investors, developers and lenders should meet the charge, too. Insights from the experts follow. Learn More.
Key Investment Perspectives: Second Quarter 2021 Review
In this quarter’s Key Investment Perspectives, we take a closer look at the prospects for inflation given recent increases in inflation and analyze the concept of expected inflation versus unexpected inflation. Importantly, we also review actions that investors may take to mitigate inflation risks.
Industrial Monthly Market Roundup
Industrial Monthly Market Roundup provides you with our unique insights into the Industrial industry's dynamics during this time of global disruption and volatility.
Practical strategies for an unpredictable tax horizon
Obtaining the equipment your business needs to grow and stay competitive remains imperative. This white paper explains the importance of staying on top of an ever-evolving tax landscape and reviews relevant considerations from the 2017 Tax Cuts and Jobs Act.
Additional Economic Conditions Industry Trends & Insights
Key Questions: What Is a 1031 Exchange?
A 1031 exchange, also known as a like-kind exchange, occurs when a taxpaying individual investor or entity sells an investment property and reinvests the proceeds into a “like-kind” replacement property.
Key Questions: Can We Expect New Corporate Bond Issuance to Slow Down?
Even after years of record-setting new bond issuance, the environment remains attractive for companies wanting to issue new debt.
Key Questions: How Does a Portfolio Manager View Emerging Markets?
Extrapolation of near-term events may cause an investor to miss long-term trends.
Key Questions: What Is the Outlook for Equities in the Second Half of 2021?
We believe the second half of 2021 will play out in two distinct acts.
Building growth in difficult times
Equipment acquisition during economic uncertainty
Key Questions: Will the Current Recession End Before the Next One Begins?
The economy appears to be experiencing a transition from rapid recovery to mid-cycle/ moderate growth. The Delta variant is a risk, but as long as fatalities do not materially rise, economic repercussions should be limited.
Putting the pieces together
Important P3 insights, this article clarifies the different types of delivery models for those who might be less familiar with P3s, along with clarifying different payment mechanisms by which to compensate the private developer.
How to Tackle the Affordable Housing Crisis
The United States has long been in the grips of a housing crisis. Since COVID-19 hit, with 50 million people filing for unemployment, the problem has only gotten worse. Learn More.
Preparing for the LIBOR Transition
Fundamental change is coming to the floating rate loan market. After more than 40 years, the London Interbank Offered Rate or LIBOR – the benchmark index by which major global banks lend to one another – is being phased out by the end of 2021.