Solidifying liquid alternatives
More of our insights
Negative productivity complicates the Fed’s path
Though CPI moderated in July, this week’s chart looks at negative productivity trends that could exaggerate wage pressures and complicate the Fed’s job.
Housing challenges create opportunity in CRE?
Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.
Inflation to stick with us for a while longer?
This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.
The Agg completes its worst-ever start to a year
Halfway through 2022, this week’s chart revisits the Agg’s monthly returns as expected rate volatility spikes.
A conversation for the crypto-curious
Cryptocurrency is not going away. So where is it going? The team discusses Bitcoin, blockchain, and the future of internet business.
The real world: A modern approach to real asset investing
Secular changes in our economy and elevated inflation demand not only a fresh look at real assets, but also a fresh definition.
