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Implications of a transformed CRE lending market

A new report from Chief Market Strategist Troy Gayeski.

LIBOR: A transition unlike any other

The world is preparing to leave LIBOR behind. We walk through the ins and outs of this massive undertaking.

Credit market commentary: November 2021

Credit markets declined in November. Loans returned -0.16% while HY bonds were down -1.02%, their second monthly decline and worst performance since March 2020.

As short-term rates spike, long-term rates fall further

Benchmark rates have fallen as inflation jumps, highlighting an unexpected relationship. Our chart looks at the changing yield curve this year.

The real world: A modern approach to real asset investing

Secular changes in our economy and elevated inflation demand not only a fresh look at real assets, but also a fresh definition.

First take: Omicron reaction, Fed remarks

Chief Market Strategist Troy Gayeski shares his initial thoughts on the omicron reaction and Fed remarks
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