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Finding an alternate route in a yellow-light market

Chief Market Strategist Troy Gayeski shares his latest take on the markets.

Chief U.S. Economist Lara Rhame’s 10 for ‘22

2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.

5 for ’22: Commercial real estate

We sit down with Investment Director Andrew Korz to discuss the spectacular rebound of CRE in 2021, and the top 5 drivers he’ll be watching in 2022.

Credit market commentary: December 2021

Credit markets were positive in December. After two straight monthly declines, HY bonds posted their best month of the year, up 1.88%, while loans returned 0.64%.

5 for ’22: Corporate credit

We continue our outlooks for 2022 and talk corporate credit markets with Head of Investment Research, Rob Hoffman.

3 market trends you should watch with Troy Gayeski

Watch the latest video from Chief Market Strategist Troy Gayeski.

Lara Rhame’s top 10 macro ideas for 2022

As 2022 approaches, we walk through Chief U.S. Economist Lara Rhame’s 10 big macro ideas for next year.
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