Q3 2023 Economic outlook: Sailing into the slowdown
Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?
Q2 2023 Commercial real estate outlook: A dense fog
The correction in U.S. commercial real estate continues, with ultra-low interest rates and abundant liquidity coming to an abrupt end. The market now must come to grips with a world in which capital is more expensive.
Q2 2023 Economic outlook: Tipping point
Economic data remains strong, but consumer and business sentiment look increasingly shaky. Are we at a tipping point?
Q2 2023 Corporate credit outlook: Déjà vu?
Macro sentiment around the path of interest rates, preference for risk-taking and the general economic outlook has had a remarkably similar impact on corporate credit in 2023 as it did in 1H 2022.
Q1 2023 Commercial real estate outlook: Mind the gap
A wide divergence between buyer and seller expectations sets up an uncertain beginning to 2023 for the CRE market.
Q1 2023 Corporate credit outlook: Navigating the crosscurrents
As we enter 2023, credit faces crosscurrents. Fundamentals remain strong but economic growth is likely slowing. We assess what this means for markets in our Q1 outlook.
