Q1 2020: What to watch in Q1 and beyond
Driven by consumption, record-long economic expansion is set to continue.
Q1 2020: Mirroring the broader economy
Strong labor markets, solid consumption growth and low interest rates continue to support the commercial real estate market.
Q1 2020: Being selective in 2020
In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
Chief U.S. Economist Lara Rhame’s 10 for ’20
Lara’s Top 10 watchlist for the economy, markets and investing in 2020
Q4 2019: CRE amid a dimmer outlook
Lower interest rates provided a tailwind for commercial real estate markets in Q3, and particularly for CRE debt markets.
Q4 2019: Survival guide to a global slowdown
A sharp global economic slowdown, heightened trade uncertainty, plunging interest rates and wilting business sentiment. These and other factors complicate the investment landscape.