2025 Market outlook: 5 challenges, 5 opportunities
After scaling a wall of worry, public markets now appear priced for perfection. But lofty valuations and policy uncertainty pose risks.

Q1 2025 Leveraged credit outlook: Allocating amid market optimism
Public credit markets are priced for full optimism, but do tight spreads reflect a realistic outlook or complacency in the market?

Q1 2025 Commercial real estate outlook: Breaking ground on a rebound
After 30 months of correction, the U.S. CRE market finally appears poised to commence a rebound. New federal policy should benefit CRE, but also keep interest rates elevated.

Anatomy of a CRE correction: The road to revival in 2025
We anticipate the commercial real estate market entering recovery mode in 2025, fueled by strengthening fundamentals, growing investor confidence and stabilizing interest rates.

Private markets outlook: Refilling the glass
As we enter 2025, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape.

Q4 2024 Economic outlook: Landings are bumpy
Soft landing or hard landing? The economy is on approach, but policy uncertainty from the Fed and elections could make the landing bumpy.
