Outlooks

Showing 1–6 insights out of 82 results
Outlooks

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.

Outlooks

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?

Commercial real estate outlook

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.

Commercial real estate outlook

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.

Outlooks

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.

Economic outlook

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.

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Showing 1–6 insights out of 82 results

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