Learn which 5 key themes we’ll be watching in commercial real estate in 2023 through our new chartbook.
2022 was a year of slowing momentum for the CRE market. Overall price and rent growth remained solid but decelerated as interest rates shot upward and the economy slowed. We see fundamentals as broadly resilient but favor defensive allocations in 2023 amid economic and policy uncertainty.
In our 5 for ’23, we’ve created 5 key charts to highlight what we’ll be watching in the new year.
The 5 big ideas we’ll be watching in corporate credit markets in 2023.
2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
After a tough 2022, the outlook for 2023 is still dominated by inflation and policy–and corporate earnings could be the next shoe to drop.