Turn new thinking into alternative investment opportunities

We encourage all shareholders to vote before the annual shareholder meeting scheduled for June 22, 2022.

The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.

The commercial real estate market enters Q2 with strong fundamentals, but they may be tested in the months ahead. We break down our CRE outlook.

The team reviews their top five ideas for credit markets in 2022, and how they’ve played out as we kick off Q2.

The past three decades exhibited slow economic growth, declining interest rates and low volatility. Now we are entering a new era.