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.
Q4 2024 Corporate credit outlook: Jive like it’s 1995
Like the Fed’s 1995 mid-cycle recalibration, credit markets are supported by strong credit fundamentals and constructive technicals.
Q4 2024 Commercial real estate outlook: Recipe for a rebound
The ingredients for a market rebound are present, setting the table for a more appetizing menu of investment opportunities in 2025 and beyond.
Q3 2024 Corporate credit outlook: Entering a credit picker’s market
Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.
Q3 2024 Commercial real estate outlook: All dressed up
Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.
Q3 2024 Economic outlook: The summer before the election
Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.
