It’s been one year since markets bottomed. With the end of the pandemic hopefully in sight, fundamentals improving and economic forecasts robust, we think the backdrop for credit remains supportive.

The current economic cycle is moving rapidly—how is an investor to respond?

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.

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

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

Are leading economic indicators sending false signals? If not, then Houston we have a problem.