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.
An inconsistent truth: Interest rates and inflation can diverge
Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.