Q2 2022 Economic outlook: Into or around the storm?
The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.
Q2 2022: A strong market put to the test
Today’s backdrop poses challenges for investors, but we believe areas of opportunity remain across CRE sectors.
Q2 2022: A balancing act
Markets face a growing list of uncertainties, but we believe that credit’s strong fundamentals should help the asset class find solid footing.
Q1 2022 Commercial real estate outlook
As we head into 2022, the market in general appears quite strong, but there will likely continue to be significant dispersion, offering investors the opportunity to outperform.
Q1 2022 Corporate credit outlook
The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.
Chief U.S. Economist Lara Rhame’s 10 for ‘22
2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.