What’s driving higher inflation and what to expect in 2022
Inflation looms as the biggest economic uncertainty for investors and policymakers. We build a bottom-up scenario and break down risks in 2022.
Implications of a transformed CRE lending market
A new report from Chief Market Strategist Troy Gayeski.
The real world: A modern approach to real asset investing
Secular changes in our economy and elevated inflation demand not only a fresh look at real assets, but also a fresh definition.
Higher inflation has come for the 60/40
Investors have not truly had to contend with higher inflation for decades. We break down the impact inflation has on fixed income markets, equities, and the dynamics of the 60/40 portfolio.
Money supply growth and the implications for investors
A new research report from Troy Gayeski
Lining up the last days of LIBOR
As year-end approaches, LIBOR’s sunset is finally imminent. We set the stage as markets race to embrace LIBOR replacement rates over the final two months of the year and paint a picture of what the post-LIBOR world will look like.