The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.

Eroding sentiment has driven markets down, yet fundamentals remain firm. This week’s chart looks at the divergence, why it could drive volatility.

Traditional stock and bond portfolios are soaring, but the return drivers seem to be running out of steam. Our chart explains what this could mean for investors in 2020.

Volatility re-emerged in 2018 with a vengeance, creating challenges for investors who have become complacent by last year’s placid conditions.

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.

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

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

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.

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.

See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.