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Q3 2022 3D Report: Sympathy for the devil

As the world shifts from globalization to regionalization, we examine and analyze how this shift will alter the investment backdrop.

Q3 2021: Zooming in on inflation

Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.

Q3 2021: Enjoying the ride

With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.

Q3 2021: Heating up

As the economy rebounds, CRE fundamentals are materially improving. Still, investors must navigate uncertainty around how pandemic trends will impact certain property sectors.

Q3 2020: Lift off?

Q3 starts off at a weaker place than any quarter since WWII as a result of the COVID-19 pandemic, but with reopening has come optimism.
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