Join Head of Investment Research Rob Hoffman as he outlines his thoughts on areas of opportunity in credit markets for second half of 2022.

As the world shifts from globalization to regionalization, we examine and analyze how this shift will alter the investment backdrop.

Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.

As the economy rebounds, CRE fundamentals are materially improving. Still, investors must navigate uncertainty around how pandemic trends will impact certain property sectors.

With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.

Despite multiple “worst-ever” indicators, U.S. equity and corporate credit markets rallied back to near pre-pandemic levels in Q2. With markets trending one way and economic data another, we’re left with mixed signals.