5 for ’21: Commercial real estate
2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.
Chief U.S. Economist Lara Rhame’s 10 for ‘21
2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
The missing piece: SOFR’s place in the post-LIBOR puzzle
Read about key differences between SOFR and LIBOR, and upcoming milestones for SOFR’s incorporation into markets.
Does duration matter?
We outline why core fixed income indexes are now much more interest-rate sensitive than ever before and offer mitigation options for investors concerned with heightened interest rate sensitivity.
Election 2020: Polls, policies and market impacts
Markets are squarely focused on the outcome of the upcoming U.S. election, which poses significant uncertainty for equity markets and interest rates.