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Q4 2019: Survival guide to a global slowdown

A sharp global economic slowdown, heightened trade uncertainty, plunging interest rates and wilting business sentiment. These and other factors complicate the investment landscape.

Q4 2019: Running in place

In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.

Q4 2019: CRE amid a dimmer outlook

Lower interest rates provided a tailwind for commercial real estate markets in Q3, and particularly for CRE debt markets.

Q4 2018: Indicators we’re watching (part 2)

Unemployment rate | Business investment | Household wealth | 2-10 spread

Q4 2018: Indicators we’re watching (part 1)

Core inflation | Real interest rates | Global interest rates
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