Q4 2020: Separating the signal from the noise
While the commercial real estate market continues to cope with impacts of the pandemic, we outline performance expectations for key sectors and dig into the dispersion created by this environment.
Q4 2020: Further to go
The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.
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.