Capital spending has begun a seminal shift as the challenges from inflation, global unrest and supply chain disruptions form a new backdrop for executive decision makers.

Halfway through 2022, this week’s chart revisits the Agg’s monthly returns as expected rate volatility spikes.

FireSide takes the stage! Chief U.S. Economist Lara Rhame and Investment Research Director Kara O’Halloran recap 2022 so far + what could lie ahead.

This week’s chart looks at the resilience of CRE debt during the global financial crisis, highlighting why seniority in the capital structure matters.

If it feels like your whole portfolio has moved in one direction this year, you’re not alone. Now, more than ever, investors need uncorrelated sources of return. This playbook may help.

As prices spike, this week’s chart looks at rising inflation’s impact on the correlation between stocks and bonds.

A new strategy note from Chief Market Strategist Troy Gayeski

This week’s chart looks at the global rate environment, highlighting its impact on U.S. and global core fixed income returns.