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5 for ’21: Commercial real estate

2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.

A CLO-ser look at structured products

The what, how and why of an asset class that we believe presents more opportunity than many think.

China’s devaluation escalates trade tension

Currency drama leads to increased policy uncertainty, volatility

Chief U.S. Economist Lara Rhame’s 10 for ‘21

2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.

Chief U.S. Economist Lara Rhame’s 10 for ‘22

2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
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