Q4 2020: Staying active
While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings
Q3 2020: Divergent roads
After a decade of strong performance in which property prices more than doubled, the commercial real estate market, like many other markets across the globe, was halted in its tracks by the pandemic.
Q3 2020: Mixed signals
Despite multiple “worst-ever” indicators, U.S. equity and corporate credit markets rallied back to near pre-pandemic levels in Q2. With markets trending one way and economic data another, we’re left with mixed signals.
Q3 2020: Lift off?
Q3 starts off at a weaker place than any quarter since WWII as a result of the COVID-19 pandemic, but with reopening has come optimism.
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.