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.
Q4 2019: Running in place
In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
Midyear 2019: Coasting at the speed limit
Solid fundamentals supporting the CRE market are driving price growth – but at a slower pace than in years past.
Midyear 2019: Crossroads or cruisin’?
Corporate credit markets delivered solid returns until equities sank and the yield curve inverted in May. Now they appear poised to provide positive returns through year-end.