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Recent fund flows highlight the benefits of a long-term focus

Equity markets saw large inflows at the market's peak, outflows during the correction

Recession or not, equity return backdrop is challenged

Stocks have seen strong year-to-date (YTD) returns, but high valuations portend challenges ahead as this week’s chart shows.

Record equity inflows continue amid mixed fundamentals

Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.

Reframing the role of alternatives

A study in partnership with InvestmentNews Research

Regime shift in equity markets?

After a down decade, international stocks are showing signs of life again. This week’s chart looks at international stocks’ recent outperformance.

Renewed sense of optimism emerges around commercial real estate

What’s behind the jump in sentiment on real estate market conditions? Our chart explains the growing optimism and what it means for investors looking for income.

Rent, labor markets continue to challenge Fed

As the Fed remains determined to temper inflation, this week’s chart looks at two stubborn inflation drivers: shelter and labor markets.

Research recap: Q2 2022 Commercial real estate outlook

The commercial real estate market enters Q2 with strong fundamentals, but they may be tested in the months ahead. We break down our CRE outlook.

Research recap: Q2 2022 Corporate credit outlook

The team reviews their top five ideas for credit markets in 2022, and how they’ve played out as we kick off Q2.

Research recap: Q2 2022 Economic outlook

How will the economy evolve amid today’s challenges? Chief U.S. Economist Lara Rhame shares her outlook on inflation, housing, the Fed and more.
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