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The chilling prospect of cooling consumption

Growth of our entire economy is heavily dependent on consumer spending. Going forward, unless wages pick up meaningfully, consumption could fall even lower than current levels.

Considering all possible outcomes, stay flexible with alts

A new market update from Chief Market Strategist Troy Gayeski

Concentration issues: A look at the top-heavy U.S. equity market

Rising U.S. equity market concentration has played a key role in the stellar stock market returns over the first five months of 2023. Looking ahead, high concentration could present a perplexing and challenging market environment for investors.

CRE: Not out of the woods yet?

With challenges around every bend, read how investors are accessing opportunity in commercial real estate today.

Dude, where’s my office?

As WFH stretches on, the office – and office investing – take on a new look.

Commercial real estate market sees continued price appreciation in 2019

See what factors have driven an increase in commercial real estate prices – across all sectors – and how the CRE market may develop going forward.

Post-election bounce? CRE lending as the storm clouds start to clear

Post-crisis environments may be attractive times to originate CRE loans.

5 for ’23: Commercial real estate

Learn which 5 key themes we’ll be watching in commercial real estate in 2023 through our new chartbook.
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