Q3 2022 Economic outlook: It will be a grind
The Fed is once again faced with tough choices amid waning consumer sentiment and rising inflation. We examine key indicators to help determine if and when the U.S. may enter a recession.
Q3 2022 CRE outlook: Mean reversion, or something more?
As signs of a mean reversion appear across markets, we evaluate the degree to which commercial real estate sectors may moderate.
Q3 2022 Corporate credit outlook: Quality time
Despite the pain felt by higher quality portfolios in the first half of 2022, we believe quality in credit markets will matter again in the back half of the year.
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.