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.
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Q2 2020 Commercial real estate outlook: A storm rolls in

The outbreak of COVID-19 has caused an unprecedented dislocation in economic activity, thrusting us squarely into the unknown. We assess the current economic reality, the state of the CRE market as it entered this crisis, and what we’re watching as we progress through it.
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Where has all the diversification gone?

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.
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COVID-19 and the impact on the U.S. economy

In this note, we attempt to measure the immediate impact of specific industry shutdowns as well as outline uncertainties around knock-on effects on consumer spending, business investment and efficacy of government stimulus.
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