Outlooks

Showing 1–6 insights out of 25 results
Commercial real estate outlook

Q4 2020: Separating the signal from the noise

While the commercial real estate market continues to cope with impacts of the pandemic, we outline performance expectations for key sectors and dig into the dispersion created by this environment.

Economic outlook

Q4 2020: Further to go

The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.

under water
Corporate credit outlook

Q4 2020: Staying active

While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings

Commercial real estate outlook

Q3 2020: Divergent roads

After a decade of strong performance in which property prices more than doubled, the commercial real estate market, like many other markets across the globe, was halted in its tracks by the pandemic.

Corporate credit outlook

Q3 2020: Mixed signals

Despite multiple “worst-ever” indicators, U.S. equity and corporate credit markets rallied back to near pre-pandemic levels in Q2. With markets trending one way and economic data another, we’re left with mixed signals.

Economic outlook

Q3 2020: Lift off?

Q3 starts off at a weaker place than any quarter since WWII as a result of the COVID-19 pandemic, but with reopening has come optimism.

Showing 1–6 insights out of 25 results

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