Playbook

Showing 1–6 insights out of 12 results
Corporate credit outlook

Charted territory: Buy the bushel, but beware of bad apples

After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.

Playbook

Charted territory: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024—and the five opportunities that may provide income, growth and diversification.

Playbook

Charted territory: Multi-strategy alternative investing

We examine how multi-strategy alternatives may improve a portfolio’s risk-adjusted returns.

Playbook

Charted territory: Anatomy of a CRE correction

The Investment Research team updates their views on the CRE market heading into 2024. Listen to the key trends from one of our experts. Then, read the chartbook for the full story.

Playbook

Charted territory: Mixed market signals

The economic outlook is highly uncertain. Our quantitative team analyzes what markets are signaling about a possible recession, and what false signals may need to be actively managed.

Playbook

Charted territory: Playbook for a unique business cycle

The arc of this business cycle remains highly uncertain. We dig into this unique economy and the market forces that will need to be managed into 2024 and beyond.

Showing 1–6 insights out of 12 results

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