Is private credit a bubble?
The extraordinary growth in private credit markets has led some investors to question its risks. Our experts dive into their recent report to offer answers.
The Takeaway with Troy Gayeski: Become the bank
Our Chief Market Strategist shares the key takeaways from his latest strategy note on why current conditions favor mortgage REITs and how to pick one.
Election 2024—100 days before the vote: Market and policy impact
We dive into potential policy decisions, market implications and investor playbooks as the country speeds toward November.
Election 2024—Biden withdraws: What’s next in politics and markets?
Head of Public Policy Jason Cole and Executive Director of Research Andrew Korz delve into the potential political response and market impact.
Golden handcuffs: The latest on the housing market
A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. We examine rates, Fed policy and other trends driving the housing and CRE markets.
FireSide: Q3 Research roundup—Navigating market optimism
Our experts dive into their outlooks for macro and markets in the third quarter.
