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Are we there yet?

Return to office and its impact on commercial real estate investors.

Are private credit markets too good to be true—Or just factually true?

A new strategy note from Chief Market Strategist Troy Gayeski

Are investors too complacent as equity markets recover?

This week’s chart looks at heightened volatility that often follows periods of sustained market momentum.

Analyzing the red-hot housing market

Members of the Investment Research team gather to discuss the state of the housing market.

An inconsistent truth: Interest rates and inflation can diverge

Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.

All smoke, no fire: What’s behind recent equity market valuations?

Few explanations for the upward march of equity valuations are based on resoundingly positive or long-term economic changes. We take a closer look at how these high valuations could be closely tied to the multi-year surge in liquidity.
Showing 1031–1040 out of 1074 results

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