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Reframing the role of alternatives

A study in partnership with InvestmentNews Research

My two favorite recession indicators

Our economy is slowing, and with partial yield curve inversion, investors are worried we’re heading into a recession. But two other indicators have a better track record at signaling one.

The future of office investing

Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.

Rate hikes begin: Earnings to chart the course for equities?

Our research team offers guideposts for equity investors.

Quantifying COVID: Credit markets one year later

Credit markets have largely recovered from the pandemic. How could continued optimism impact investors?

Quantifying COVID-19: Impact on U.S. CRE

Which property types are most exposed?
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