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Q4 Research roundup: Landings are bumpy

Our experts dive into their outlooks for macro and markets in the fourth quarter.

Private markets outlook: Refilling the glass

As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape.

Q4 2024 Economic outlook: Landings are bumpy

Soft landing or hard landing? The economy is on approach, but policy uncertainty from the Fed and elections could make the landing bumpy.

Q4 2024 Corporate credit outlook: Jive like it’s 1995

Like the Fed’s 1995 mid-cycle recalibration, credit markets are supported by strong credit fundamentals and constructive technicals.

Q4 2024 Commercial real estate outlook: Recipe for a rebound

The ingredients for a market rebound are present, setting the table for a more appetizing menu of investment opportunities in 2025 and beyond.

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.
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