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Q4 2020: Staying active

While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings

Q4 2020: Separating the signal from the noise

While the commercial real estate market continues to cope with impacts of the pandemic, we outline performance expectations for key sectors and dig into the dispersion created by this environment.

Q4 2020: Further to go

The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.

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.
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