Word: portfolios
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...Opponents are also concerned that Paris is now sacrificing heritage for economic gain. The government has struggled to shoulder the cost of upkeeping its $55 billion property portfolio, forcing it to sell off several historic palaces in recent years, much to the anger of some lawmakers. "These buildings ... are part of the historic and artistic patrimony of France and cannot be handed over to just anybody," legislator Lionel Tardy said during a 2007 parliamentary session. (Read "In the Paris Métro, Even Dead Legends Can't Smoke...
...REITs and commercial real estate," said Goldman Sachs analyst Jonathan Habermann in an October research note. Habermann doesn't expect to see a significant improvement in real estate rents, occupancies and property values until late 2012 at the earliest. Joseph Betlej, vice president of Advantus Capital Management and portfolio manager of the Ivy Real Estate Securities fund, believes it could be late 2012 or even 2013 before office REIT fundamentals bounce back...
There will be casualties. But REITs with access to capital could potentially pick up properties and mortgage assets at fire-sale prices. "[Well-capitalized REITs] are going to be the most competitive out there with their access to [low-cost] capital," says Tom Bohjalian, senior vice president and portfolio manager at Cohen & Steers...
...consumers, this war looks like an obvious score. Cheap books make tidy stocking stuffers. And for the retailers, particularly Walmart and Target, the discounts may not carry too much risk. Books are just a small slice of their portfolios. "Is Walmart making money selling books at $8.99? Probably not," says David Heupel, a senior equity portfolio manager at Thirvent Financial in Minneapolis. "This is a mass-merchant move to draw customers to the websites." The hope is that you poke around for a book and then add other, higher-margin products to your basket...
...Even when his portfolio took a hit during the crisis, he maintained the ratio by investing more cash into stocks in order to compensate for what he had lost in the market decline. This “rebalancing” is Mankiw’s main active portfolio strategy. Otherwise, he says, he is relatively passive...