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5 for ’22: Corporate credit

We continue our outlooks for 2022 and talk corporate credit markets with Head of Investment Research, Rob Hoffman.

3 market trends you should watch with Troy Gayeski

Watch the latest video from Chief Market Strategist Troy Gayeski.

Lara Rhame’s top 10 macro ideas for 2022

As 2022 approaches, we walk through Chief U.S. Economist Lara Rhame’s 10 big macro ideas for next year.

As equities rallied in 2021, core fixed income fell

Core fixed income is on pace for its first negative year since 2013. Our chart looks at the Agg’s annual returns, why this year may be different.

5 for ’22: Commercial real estate

The commercial real estate market rebounded impressively in 2021. Though fundamentals are strong, dispersion remains high and policy presents risk for next year. Here are 5 big ideas on our watchlist for 2022.

5 for ’22: Corporate credit

After the roller-coaster that was 2020, 2021 felt eerily calm in credit markets. Are we in for more of the same next year? Here are 5 big ideas we’ll be watching in corporate credit in 2022.

What’s driving higher inflation and what to expect in 2022

Inflation looms as the biggest economic uncertainty for investors and policymakers. We build a bottom-up scenario and break down risks in 2022.
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