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With home price growth at its highest level since 2004, we break down key supply and demand drivers and look ahead to what’s next.

Against an exceptionally optimistic economic outlook, we analyze previous cycles to understand what may come next for stocks.

Credit markets have largely recovered from the pandemic. How could continued optimism impact investors?

Why these structured credit investments deserve a second look, even in today’s tight spread environment

What reflation is, how it has historically been manifested, and what it means for today’s equity markets.