Outlooks

Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.

Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.

Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.

Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.

Will the CRE correction continue until prices normalize or is the downturn taking us for a bumpier ride?

Markets have displayed almost unwavering strength year to date (YTD). Fundamentals remain sound, but challenges await.