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The end of an era

How the relationship between interest rates and cap rates affects the outlook for CRE equity investments

The diversification dilemma

Traditional diversifiers are offering little to no reliable downside protection. Low-correlated alternative investments may provide a solution.

The clear opportunity in a healthy middle market

Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.

The chilling prospect of cooling consumption

Growth of our entire economy is heavily dependent on consumer spending. Going forward, unless wages pick up meaningfully, consumption could fall even lower than current levels.

The calm before the (next) storm?

Options markets suggest investors shouldn’t forget about defensive investments.

The Caldwell Hour: Navigating this new market

If it feels like we haven’t been here before, it’s because we haven’t. The team tackles the unique economic environment we’re faced with in 2022.
Showing 141–150 out of 1732 results

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