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Q3 2021: Enjoying the ride

With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.

Q3 2021: Heating up

As the economy rebounds, CRE fundamentals are materially improving. Still, investors must navigate uncertainty around how pandemic trends will impact certain property sectors.

Q3 2021: Zooming in on inflation

Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.

Q3 2022 3D Report: Sympathy for the devil

As the world shifts from globalization to regionalization, we examine and analyze how this shift will alter the investment backdrop.

Q3 2022 Corporate credit outlook: Quality time

Despite the pain felt by higher quality portfolios in the first half of 2022, we believe quality in credit markets will matter again in the back half of the year.

Q3 2022 Corporate credit outlook: Quality time

Join Head of Investment Research Rob Hoffman as he outlines his thoughts on areas of opportunity in credit markets for second half of 2022.

Q3 2022 CRE outlook: Mean reversion, or something more?

As signs of a mean reversion appear across markets, we evaluate the degree to which commercial real estate sectors may moderate.

Q3 2022 CRE outlook: Mean reversion, or something more?

As a slowing economy looms, our real estate experts outline what they’re watching across each of the key sectors.
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