Today’s backdrop poses challenges for investors, but we believe areas of opportunity remain across CRE sectors.

Markets face a growing list of uncertainties, but we believe that credit’s strong fundamentals should help the asset class find solid footing.

The 60/40 had its worst quarter since the pandemic started. Our chart looks at quarterly returns and why the coming quarters could remain volatile.

Sharply higher interest rates, geopolitical tensions, a volatile commodities complex, inflation, and the ultimate course of the Fed’s tightening cycle have caused volatility for much of the quarter as markets have been forced to quickly recalibrate expectations given these rapidly evolving situations.

A new market update from Chief Market Strategist Troy Gayeski

As the Fed begins to tighten monetary policy, our chart looks at the VIX through various Fed policies over the past 15 years.

As the Fed commences a new round of rate hikes, our chart looks at maximum compression in price/earnings (P/E) ratios amid historical rate hike cycles.

The Investment Research team leaves it all on the court as they share their top picks for the most impactful market event of Q2.

Our research team analyzes the impacts of rate hike cycles on markets to help prepare investors for what’s to come.