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Chief U.S. Economist Lara Rhame’s 10 for ‘21
2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.
Inflation stirring after a decade of dormancy?
Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.
5 for ’21: Commercial real estate
2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.
A post-election discussion
Ryan Caldwell, CIO of Chiron funds, dives into a post-election summary and, along with his guests, analyzes how the election results may affect the landscape of the markets going forward.
2020: The year the “40” broke?
A tale of two halves? Our chart looks at the Barclays Agg’s uneven 2020 and what it could mean for fixed income investors in 2021.
Credit market commentary: December 2020
Vaccine-fueled optimism drove credit markets steadily higher throughout December.
Energy market commentary: December 2020
Energy ended the year on a high note but still endured one of its worst years on record in 2020.
Showing 401–410 out of 1014 results