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Q2 2021: Almost home

Though pandemic-related challenges remain, economic optimism is in the air and growth is expected to surge. In Q2, we are so close to coming full circle on this unprecedented economic cycle.

Flexibility important as 2020 leaders become laggards

Stock market leadership YTD has been a mirror image of 2020. Our chart looks this year’s leaders and why active management remains important.

Q2 2021: Into the starting gates

Riding on growth optimism in the broader economy, we expect to see improvement in both CRE fundamentals and transaction activity during Q2.

Energy market commentary: March 2021

Energy finished off a stellar Q1 as midstream took the lead in March.

Credit market commentary: March 2021

Interest rate volatility continued to weigh on markets for much of the month.

$5 trillion later, long-run GDP expectations mostly unchanged

Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.

Research Roundtable: Q2 2021 Market outlooks

Members of the Investment Research team gather to discuss their predictions for Q2 2021.
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