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Q1 2021: Positioned for strength

The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.

Q1 2021: Waiting on the world to change

While the first quarter of 2021 may continue to be challenging, we see gradual progress for CRE capital markets leading into a robust recovery later in the year.

Q1 2020: What to watch in Q1 and beyond

Driven by consumption, record-long economic expansion is set to continue.

Q1 2020: Being selective in 2020

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

Q1 2020: Mirroring the broader economy

Strong labor markets, solid consumption growth and low interest rates continue to support the commercial real estate market.

U.S. stock market: What are you really buying?

Major stock indexes hang near their all-time highs, while the number of public U.S. companies has plunged since the mid-1990s. What do these diverging trends mean for investors’ portfolios?
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