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Q4 2023 Corporate credit outlook: Riding the wave

Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.

Q4 2023 Economic outlook: Dodged or delayed?

Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.

Q4 2024 Commercial real estate outlook: Recipe for a rebound

The ingredients for a market rebound are present, setting the table for a more appetizing menu of investment opportunities in 2025 and beyond.

Q4 2024 Corporate credit outlook: Jive like it’s 1995

Like the Fed’s 1995 mid-cycle recalibration, credit markets are supported by strong credit fundamentals and constructive technicals.

Q4 2024 Economic outlook: Landings are bumpy

Soft landing or hard landing? The economy is on approach, but policy uncertainty from the Fed and elections could make the landing bumpy.
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