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Q2 2022: A balancing act

Markets face a growing list of uncertainties, but we believe that credit’s strong fundamentals should help the asset class find solid footing.

Q2 2022: A strong market put to the test

Today’s backdrop poses challenges for investors, but we believe areas of opportunity remain across CRE sectors.

Copper and copper miners—Are we in a new supercycle?

A new market update from Chief Market Strategist Troy Gayeski

Research recap: Q2 2022 Corporate credit outlook

The team reviews their top five ideas for credit markets in 2022, and how they’ve played out as we kick off Q2.

Research recap: Q2 2022 Commercial real estate outlook

The commercial real estate market enters Q2 with strong fundamentals, but they may be tested in the months ahead. We break down our CRE outlook.

Q2 2022 Economic outlook: Into or around the storm?

The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.

Real yields rise to usher in new market dynamics?

After two years in negative territory, real yields are back to zero. Our chart looks at real yields impact on growth and value stocks.

Opportunity awaits in CRE debt

In an environment starved for income solutions, Chief Market Strategist Troy Gayeski urges investors to consider the new space post-Great Financial Crisis regulations have created in CRE debt. 
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