Author: admin
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GRIFFIN CAPITAL ESSENTIAL ASSET REIT II REPORTS FIRST QUARTER 2019 RESULTS
EL SEGUNDO, Calif. (May 22, 2019) – Griffin Capital Essential Asset REIT II, Inc. (the “Company” or “REIT”) announced its operating results for the quarter ended March 31, 2019. Michael Escalante, Chief Executive Officer of the REIT stated, “We are pleased to have garnered such overwhelming support from our shareholders for the approval of the completion of…
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Should Markets Heed Recession Warnings?
mid a renewed US-China trade spat and additional tariff tensions between the United States and Mexico, investor concerns about a possible recession have heightened, according to Ed Perks, executive vice president, and chief investment officer, Franklin Templeton Multi-Asset Solutions. He discusses how markets are reacting to the possibility of a US recession and explains why…
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NOT ALL MORTGAGES ARE THE SAME
By Douglas Gimple FEBRUARY 2019 The mortgage-backed securities market has grown into a diverse market, offering investors a multitude of differentiated products to meet specific needs. Agency and non-agency mortgage-backed securities have historically provided attractive yields and high credit quality, as well as a wide variety of available securities. The market is complex and ever-evolving, but…
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Disruptive Innovation: Why Now? May 30, 2019|by Brett Winton|Market Insights, White PaperTags:Disruptive Innovation, thematic investing, white paper Through an extensive research process, we have identified five transformative disruptive innovation platforms that could change the way the world works and become the critical productivity signposts that future historians identify. We believe that historians will look back on this era as one of…
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Update
Also of note, our DRIV Core strategy generated a positive return for May, while major stock indicies were down 6-7%. In fact, DRIV has produced positive returns for every month so far this year. We remain in a defensive posture as we see a continuing erosion of economic data coupled with a bond market that is pricing…
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The updated Economic Outlook as of June 3, 2019 is available for download. In the 55 days since our last update, global economic conditions have been underwhelming. In the US, economic expansion is likely to continue through the remainder of the year, though key indicators suggest that corporate earnings growth will be limited and that the Fed may…
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Monthly Economic Update
THE MONTH IN BRIEF Wall Street shifted its focus from trade to earnings in April. On that front, the news was good: through April 26, first-quarter results for S&P 500 firms had beaten expectations by 5.3%, a bit better than the historical average of 4.8%. A strong first-quarter gross domestic product reading and solid consumer…
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Recession Indicators Update LESSONS FROM 1998-2002
There are many parallels between today and 1998-2002, but the current environment lacks that period’s overvaluation and cyclical excesses. Key Takeaways There are many parallels between today and late 1998: a 19% correction and quick recovery and a brief inversion of the yield curve. The 1998 pullback proved to be a great buying opportunity as…
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Q1 Macro Commentary THE END OF NORMALIZATION
Confidence in the global economy a year ago led policymakers to move too far and too fast — ultimately hurting growth. Fortunately, the pendulum appears to be swinging the other way. The world economy wobbled into 2019 on a wave of pessimism, with multinational agencies like the International Monetary Fund (IMF), Organization for Economic Cooperation…
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PUTTING COMPANIES IN THE DRIVER’S SEAT TO ENHANCE ESG REPORTING
ESG. It’s one of the fastest growing areas of investment today. Representing 1-in-4 of every dollar that is professionally managed, sustainable investing is being integrated into portfolios at 17% each year.1 And yet, for all the investor interest and excitement around ESG, companies struggle to understand what information to report, how to report it, and the…