As investors seek quality, broadly syndicated loans wilt
As investors seek higher quality investments, this week’s chart looks at the loan market’s gradual move down in quality.
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.
Unrelenting inflation has exaggerated rate volatility
This week’s chart looks at daily yield changes on 2-year and 10-year Treasury yields as rate volatility in 2022 has dwarfed that of last year.
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.
CRE debt has proven resilient during downturns
This week’s chart looks at the resilience of CRE debt during the global financial crisis, highlighting why seniority in the capital structure matters.