- Challenges and opportunities in US Commercial Real Estate
Challenges and opportunities in US Commercial Real Estate
Friday 31 July 2020
Coronavirus is disproportionately affecting different sectors of the US commercial real estate market, and driving major short- and long-term trends that have consequences for investors.
Within major subsectors of US commercial real estate, we are negative on the outlook for retail and senior housing sectors, cautious on office space, and positive on the industrial sector.
EU agreement: a powerful answer that can lift further EU assets and ESG investing
The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument – is a significant achievement and a net positive in the short term for EU assets.
Why USD Fixed Income may look increasingly attractive to European investors
US fixed income can be a valuable source of diversification for European investors, but in the past the cost of hedging of the US Dollar exposure was high, neutralizing this benefit. The situation has changed, and the cost of hedging for Euro-based investors is much lower than in the recent past. Furthermore, we expect this cost will remain low.
US election – Super Tuesday - Seeking the democratic candidate
What are the different options expected and what potential impacts on the market can be foreseen? Amundi leads you on a clearer path with a dedicated infographic analysis.