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Q3 2024 Economic outlook: The summer before the election

Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.

Q3 2024 Corporate credit outlook: Entering a credit picker’s market

Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.

Q3 2024 Commercial real estate outlook: All dressed up

Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.

Q3 2023 Economic outlook: Sailing into the slowdown

Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?

Q3 2023 Corporate credit outlook: Can the good times roll?

Markets have displayed almost unwavering strength year to date (YTD). Fundamentals remain sound, but challenges await.

Q3 2023 Commercial real estate outlook: Are we there yet?

Will the CRE correction continue until prices normalize or is the downturn taking us for a bumpier ride?
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