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Deglobalization Playbook

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

Charted territory: Buy the bushel, but beware of bad apples

After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.

Charted territory: Anatomy of a CRE correction

The Investment Research team shares their view on today’s commercial real estate landscape.

Charted territory: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024—and the five opportunities that may provide income, growth and diversification.

Recent market volatility just the beginning?

Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
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