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An income-centric market as CRE price growth falters?

Rising cap rates have challenged the economics for CRE property owners. But CRE debt has become increasingly attractive, as this week’s chart shows.

An age-old tale: The veteran vs. the newcomer

Learn key differences between two real estate loan structures, including how each has held up during COVID-19.

Amid rising inflation, a fixed income gap grows

As U.S. inflation spikes and rates rise, fixed income returns have diverged. Our chart looks at the gap between core fixed income and credit.

Amid recent market retreat, return expectations plunge.

Have bears taken over the market? This week’s chart looks at the roller-coaster ride for investor sentiment this year.

Amid mixed sentiment and rising risks, stocks plow ahead

Contrarian bull/bear signals? Our chart on the mismatch between stock performance and sentiment shows why investors may want to prepare for a pullback.

Amid low rates, CLOs appear attractive

Relative value in the fixed income market? This week’s chart compares CLO spreads to those of HY bonds and explores how to delve into this market.

Amid dismal EPS estimates, signs of a rally gone too far?

Stocks rallied too far, too fast? Our chart looks at 2020’s deeply negative earnings picture and why investors may want to insure against further volatility.

Amid a low global rate environment, strong demand keeps U.S. rates in check

See how both sluggish economic growth and very low interest rates abroad are impacting U.S. rates.
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