Without sufficient credit, it is tough for businesses to grow, said Michael Forman, CEO of Franklin Square Capital Partners, particularly when the macroeconomic environment remains shaky. In Europe, banks, which traditionally have dominated corporate lending , are still struggling with the many non-performing loans on their balance sheets, and increased regulation imposed by Basel III is making it harder for them to extend credit.

CRE property values usually decline during economic recessions. Learn what’s different this time, and how it could impact the next expansion.

After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.

2023 Year-end strategy note

Why fears of “Global Financial Crisis Part II” are a suboptimal reason to hold on to cash

See why increased volatility and minimal returns across domestic and global markets could continue through the year end.

Barclays Agg quarterly returns vs. 10-year Treasury yield

Investment grade and corporate bonds are negative as interest rates steadily rise. See which fixed income assets are bucking this trend.