Core fixed income is on pace for its first negative year since 2013. Our chart looks at the Agg’s annual returns, why this year may be different.

The commercial real estate market rebounded impressively in 2021. Though fundamentals are strong, dispersion remains high and policy presents risk for next year. Here are 5 big ideas on our watchlist for 2022.

After the roller-coaster that was 2020, 2021 felt eerily calm in credit markets. Are we in for more of the same next year? Here are 5 big ideas we’ll be watching in corporate credit in 2022.

Inflation looms as the biggest economic uncertainty for investors and policymakers. We build a bottom-up scenario and break down risks in 2022.

Expected equity volatility quickly settled though it continued to climb in the rates market. Our chart revisits the divergence.

A new report from Chief Market Strategist Troy Gayeski.