Q2 2022: A balancing act
Markets face a growing list of uncertainties, but we believe that credit’s strong fundamentals should help the asset class find solid footing.
Q1 2022 Commercial real estate outlook
As we head into 2022, the market in general appears quite strong, but there will likely continue to be significant dispersion, offering investors the opportunity to outperform.
Q1 2022 Corporate credit outlook
The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.
Chief U.S. Economist Lara Rhame’s 10 for ‘22
2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
Q4 2021: From recovery to expansion
Q4 is set to cap a banner year for commercial real estate as the market moves into a new expansion
Q4 2021: Recalibrating expectations
Our fast-moving recovery is steering into headwinds from policy, global growth uncertainty and pandemic-related supply disruptions. With valuations high across the board, markets enter Q4 with healthy growth, but waning tailwinds.
