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The future of office investing
Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.
Credit market commentary: May 2022
This year’s credit market dynamics reversed course sharply in May. Senior secured loans declined as long-term interest rates and rates volatility fell last month.
The keys to the housing market
The research team tackles the hot topic of the housing market, the impacts of rising rates + where it could go from here.
Global fixed income falters amid sustained inflation
This week’s chart looks at the global rate environment, highlighting its impact on U.S. and global core fixed income returns.
The 60/40 is toast as the galactic mean reversion continues!
A new strategy note from Chief Market Strategist Troy Gayeski
With inflation, stock-bond correlation jumps
As prices spike, this week’s chart looks at rising inflation’s impact on the correlation between stocks and bonds.
Charted territory: Playbook for converging correlations
If it feels like your whole portfolio has moved in one direction this year, you’re not alone. Now, more than ever, investors need uncorrelated sources of return. This playbook may help.
CRE debt has proven resilient during downturns
This week’s chart looks at the resilience of CRE debt during the global financial crisis, highlighting why seniority in the capital structure matters.
Showing 661–670 out of 1074 results