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Q4 2023 Economic outlook: Dodged or delayed?

Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.

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.

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 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 Corporate credit outlook: At a crossroads

With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.

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.
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