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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.

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.
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