5 for ’22: Commercial real estate
The commercial real estate market rebounded impressively in 2021. Though fundamentals are strong, dispersion remains high and policy presents risk for next year. Here are 5 big ideas on our watchlist for 2022.
5 for ’22: Corporate credit
After the roller-coaster that was 2020, 2021 felt eerily calm in credit markets. Are we in for more of the same next year? Here are 5 big ideas we’ll be watching in corporate credit in 2022.
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.