Stocks have spent the last year range-bound. This week’s chart looks at the challenges they may face moving materially higher.

In this episode of FireSide, the Investment Research team takes stock of Q1’s performance and offers their outlooks for Q2.

This week’s chart looks at institution's growing interest in alts; they expect to grow allocations to real estate, private debt and private equity.

The correction in U.S. commercial real estate continues, with ultra-low interest rates and abundant liquidity coming to an abrupt end. The market now must come to grips with a world in which capital is more expensive.

Amid the emergence of significant regional and global bank stress, fixed income volatility spiked in March as the MOVE Index rose to levels last seen in 2008.

Economic data remains strong, but consumer and business sentiment look increasingly shaky. Are we at a tipping point?

Macro sentiment around the path of interest rates, preference for risk-taking and the general economic outlook has had a remarkably similar impact on corporate credit in 2023 as it did in 1H 2022.