Despite
the economic tailwinds, retail data increasingly shows that a structural shift is occurring in the property type.
But current
economic tailwinds — tax cuts and plans for more government spending — suggest the central bank is poised to extend that recent track record.
Like the value universe a year ago, non-US equities today look to us to be undervalued, under - owned, and exposed to positive catalysts, including improving corporate fundamentals,
economic tailwinds and political and policy support.»
Like the value universe a year ago, non-US equities today look to us to be undervalued, under - owned, and exposed to positive catalysts, including improving corporate fundamentals,
economic tailwinds and political and policy support.»
As
economic tailwinds from the last thirty years turn into headwinds, achieving traditionally simple investment objectives is an increasingly complex and risky undertaking.
But current
economic tailwinds - tax cuts and plans for more government spending - suggest the central bank is poised to extend that recent track record.
A key driver in that movement is normally dovish Governor Lael Brainard, who recently spoke about how aggressive fiscal policy — tax cuts and higher spending — will be
economic tailwinds.
OZRK enjoys the current
economic tailwind.
Not exact matches
With housing a
tailwind for U.S. activity and a potential headwind for Canadian activity, we believe Canada is in for a prolonged period
economic underperformance with the result being an even lower loonie for several years.»
There are some
tailwinds out there for European banks, such as European consumer which is benefiting from improved
economic growth.
Commentary: «Despite signals of slower
economic growth, we expect positive organic growth to continue the rest of this year and into 2012... These repositioning
tailwinds, combined with our great positions in good industries, execution track record, and disciplined playbook, will be keys to our continued outperformance.»
Specifically, he said in order to produce
tailwinds, the government needs to remove some of the «legacy issues» surrounding the financial crisis that are still undermining the
economic recovery.
As shown in the chart below, signs of
economic stabilization in China combined with recovering commodity prices and a weaker U.S. dollar created short - term
tailwinds for EM assets.
One thing we often hear is that if interest rates are going up, it's likely a sign of
economic strength, and therefore we should have credit spread compression as a
tailwind to our bond portfolio.
Global
economic conditions have been quite strong, and the weakening of the U.S. dollar could be a
tailwind to growth for Mastercard well into the future.
Economic growth helps those industries to perform better, providing another
tailwind.
The mainstream media continue to fuel the enthusiasm for equities by touting desirable
tailwinds, including tax cut - led
economic growth, low inflation and full employment.
Yes, I'm always enthusiastic about student accommodation — I believe it's more defensive / contra - cyclical than most other property out there in the event of an
economic / property downturn, and will continue to benefit from the long term
tailwind of helicopter parents & snowflake students who love high quality / custom - built / secure student accommodation!
A restoration of margins would then be targeted — hopefully achieved via increased economies of scale, an easing off in costs & investment, and ideally an
economic / performance
tailwind.
«While current fiscal policy and robust
economic growth remain a
tailwind for risk assets, the recent uptick in market volatility, alongside the long - term shift in monetary policy, have created real reasons for concern among investors about their traditional market exposure,» Context's chief investment officer, John Culbertson, said in the statement.
«While e-commerce is providing a huge secular
tailwind to the industrial real estate marketplace, industrial properties are also benefiting from good
economic growth globally as well as continued
economic growth in the United States.»
«However, we believe these headwinds and
tailwinds essentially net out overall, and we stand by our view that
economic growth will remain on track for 2.0 percent in 2017.»