Showing 1011–1020 out of 1074 results
Q3 2024 Commercial real estate outlook: All dressed up
Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.
U.S. middle market optimism outshines the world
This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.
Q3 2024 Corporate credit outlook: Entering a credit picker’s market
Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.
Golden handcuffs: The latest on the housing market
A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. We examine rates, Fed policy and other trends driving the housing and CRE markets.
Cash left behind amid rapid market rotation?
Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.
Election 2024—Biden withdraws: What’s next in politics and markets?
Head of Public Policy Jason Cole and Executive Director of Research Andrew Korz delve into the potential political response and market impact.
A challenged 60/40 highlights the need for alts
The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.
Election 2024—100 days before the vote: Market and policy impact
We dive into potential policy decisions, market implications and investor playbooks as the country speeds toward November.
Showing 1011–1020 out of 1074 results