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Q4 2022 Commercial real estate outlook: Recalibration in progress

We examine the bright spots across the real estate market in a more challenging macro environment.

Q4 2022 Corporate credit outlook: At a crossroads

Our research team recaps what has happened in credit this year, and how market volatility could impact key sectors in the coming months.

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.

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 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.
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