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Research recap: Q2 2022 Commercial real estate outlook
The commercial real estate market enters Q2 with strong fundamentals, but they may be tested in the months ahead. We break down our CRE outlook.
Replacing or complementing fixed income with alternatives
Our Chief Market Strategist examines how investors can replace/complement fixed income with alternatives.
Rent, labor markets continue to challenge Fed
As the Fed remains determined to temper inflation, this week’s chart looks at two stubborn inflation drivers: shelter and labor markets.
Renewed sense of optimism emerges around commercial real estate
What’s behind the jump in sentiment on real estate market conditions? Our chart explains the growing optimism and what it means for investors looking for income.
Regime shift in equity markets?
After a down decade, international stocks are showing signs of life again. This week’s chart looks at international stocks’ recent outperformance.
Reframing the role of alternatives
A study in partnership with InvestmentNews Research
Record equity inflows continue amid mixed fundamentals
Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.
Recession or not, equity return backdrop is challenged
Stocks have seen strong year-to-date (YTD) returns, but high valuations portend challenges ahead as this week’s chart shows.
Recent market volatility just the beginning?
Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
Recent fund flows highlight the benefits of a long-term focus
Equity markets saw large inflows at the market's peak, outflows during the correction
Showing 201–210 out of 1074 results