The next downturn is here. How will CRE debt hold up?
Here we analyze the potential impact of COVID-19 on the CRE debt market by examining the market’s performance during the 2008 GFC and comparing the state of the pre-GFC and pre-COVID markets.
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.
Why markets are floating past the economic collapse
In this report, we break down today’s payroll data, recent market performance and what investors need to prepare for next.
The Great Reboot: Economy and markets in 2020
Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.
The Fed and fallen angels: Steer clear, or follow suit?
We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.
Quantifying COVID-19: Impact on credit markets
In this note, we take a look at the current corporate credit market impact, the effects of recent Federal Reserve policy response and the best course of action we see for investors moving forward.
