More of our insights
FireSide: Q3 2023 Research roundtable—Rethink what you know
The Investment Research team offers their outlooks for macro, credit markets and commercial real estate.
Rising home prices support multifamily market
Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.
Institutions remain cautious, despite market rally
Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.
Macro matters: Hot summer / Cooling CPI
In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.
Where do you go for growth? The time for the right alts is still now!
A new strategy note from Chief Market Strategist Troy Gayeski
Tech-heavy market accentuates stocks’ rich valuations
Overconcentrated and expensive? This week’s chart looks at valuations on the top 10 S&P stocks vs. the full index.