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Q3 2024 Commercial real estate outlook: All dressed up

Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.

Q3 2024 Corporate credit outlook: Entering a credit picker’s market

Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.

Q3 2024 Economic outlook: The summer before the election

Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.

Q4 2018: Indicators we’re watching (part 1)

Core inflation | Real interest rates | Global interest rates

Q4 2018: Indicators we’re watching (part 2)

Unemployment rate | Business investment | Household wealth | 2-10 spread
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