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FireSide: Q4 2023 Research roundtable—Can the growth continue?

Our experts dive in to the latest in commercial real estate, corporate credit and macroeconomic trends.

Q4 2023 Economic outlook: Dodged or delayed?

Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.

Q4 2023 Corporate credit outlook: Riding the wave

Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.

Q4 2023 Commercial real estate outlook: Push and pull

Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.

Q4 2022 Economic outlook: Struggling for a foothold

Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.
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