Lower interest rates provided a tailwind for commercial real estate markets in Q3, and particularly for CRE debt markets. CRE price growth has slowed in 2019, though fundamentals across the sector remain healthy.
A sharp global economic slowdown, heightened trade uncertainty, plunging interest rates and wilting business sentiment. These and other factors complicate the investment landscape in Q4 and beyond. Chief U.S. Economist Lara Rhame provides a survival guide to investing through volatility.
Despite slowing, the fundamental backdrop underlying the corporate credit market remains supportive heading into year end. In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.
Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk. Join Robert Hoffman, our head of Investment Research, as he explains the key challenges facing today’s fixed income investors and why high yield bond and senior secured loan investments may help diversify their portfolios.
Volatility roared back in the first half of 2018, offering a powerful reminder of the impact that swings in the market can have on investors’ portfolios. Building a well-diversified portfolio can help investors navigate volatility to avoid extreme losses. Gain insight from CIO Mike Kelly and Dr. Vinay Nair of 55ip on how alternatives can help diversify a portfolio and how investors can find the right alternatives to meet their goals.
With markets becoming less predictable, investors need a clear understanding of the features and risks of their investments – especially their alternative investments – to help them best manage their portfolios.