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5 for ’23: Equity markets

After a tough 2022, the outlook for 2023 is still dominated by inflation and policy–and corporate earnings could be the next shoe to drop.

5 for ’23: Corporate credit

The 5 big ideas we’ll be watching in corporate credit markets in 2023.

5 for ’22: Corporate credit

We continue our outlooks for 2022 and talk corporate credit markets with Head of Investment Research, Rob Hoffman.

5 for ’22: Corporate credit

After the roller-coaster that was 2020, 2021 felt eerily calm in credit markets. Are we in for more of the same next year? Here are 5 big ideas we’ll be watching in corporate credit in 2022.

5 for ’22: Commercial real estate

We sit down with Investment Director Andrew Korz to discuss the spectacular rebound of CRE in 2021, and the top 5 drivers he’ll be watching in 2022.

5 for ’22: Commercial real estate

The commercial real estate market rebounded impressively in 2021. Though fundamentals are strong, dispersion remains high and policy presents risk for next year. Here are 5 big ideas on our watchlist for 2022.
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