Q2 2020: A storm rolls in
The outbreak of COVID-19 has caused an unprecedented dislocation in economic activity. We assess the current economic reality, the state of the CRE market as it entered this crisis, and what we’re watching as we progress through it.
Q2 2020: Into the unknown
We present a series of articles to offer guidance to investors, context from prior economic cycles, and details of policy solutions and expected impact.
Q2 2020: Perspectives for uncertain times
COVID-19 impacts on corporate credit markets
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.