Decoding default risk: What are credit markets telling us?
While the economic environment is unclear, we believe we can glean valuable insights about credit markets from implied market default rates.
Sizing up the SMIDs: Supports build in choppy equity market
While today’s challenging environment has taken its toll on stocks, economic trends could lend support for beaten down SMID stocks.
How will higher interest rates impact CRE returns?
Investors are faced with a changing CRE landscape amid an aggressive rate hike cycle. We explore the implications of higher financing costs, and potential new strategies to capture value.
Great (Cap)Expectations
Capital spending has begun a seminal shift as the challenges from inflation, global unrest and supply chain disruptions form a new backdrop for executive decision makers.
The future of office investing
Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.
Modeling the end of the Great Moderation
The past three decades exhibited slow economic growth, declining interest rates and low volatility. Now we are entering a new era.
