Showing 351–360 out of 1841 results
The Agg headed for a third consecutive annual decline?
This week’s chart looks at the Agg’s recent performance as rising rates provide a formidable headwind for core fixed income.
Q4 2023 Commercial real estate outlook: Push and pull
Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.
Q4 2023 Corporate credit outlook: Riding the wave
Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.
Concentrated equity market persists in 2023
This week’s chart looks at the massive divide between year-to-date returns on the Big 7 tech stocks and the rest of the S&P 500.
Dare to dream part II—The time for private credit is now!
A new strategy note from Chief Market Strategist Troy Gayeski
Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
Showing 351–360 out of 1841 results