Research report

Showing 13–18 insights out of 50 results
Research report

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.

Research report

Absolute return for an uncertain world

History shows us that absolute return strategies have historically delivered on many of the goals of traditional fixed income—and have successfully navigated the challenges markets currently face.

Research report

The opportunity in commercial real estate debt

CRE debt may be particularly attractive for investors looking to potentially manage interest rate risk and hedge against inflation risks of tomorrow’s markets.

Research report

Small talk: The case for SMIDs

We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.

Research report

It’s complicated: Leveraged loans and the LIBOR transition

A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.

Research report

Three reasons CRE property values have remained resilient

CRE property values usually decline during economic recessions. Learn what’s different this time, and how it could impact the next expansion.

Showing 13–18 insights out of 50 results