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Perspectives on prices, policy and profits

Hear from Investment Research Director Andrew Korz as he outlines three key tenets for investors in this challenging environment.

Playbook for the great lending evolution

Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.

Plunging earnings sentiment a sign of more volatility ahead?

How far will earnings growth plummet? Our chart looks at analyst sentiment as coronavirus-driven uncertainty rises and impacts investors.

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

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

Price gains dwindle, leaving little for FI investors

Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.

Private and public company earnings taking divergent paths

This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.
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