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Q4 2023 Commercial real estate outlook: Push and pull

Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.

The Agg headed for a third consecutive annual decline?

This week’s chart looks at the Agg’s recent performance as rising rates provide a formidable headwind for core fixed income.

Credit market commentary: September 2023

Credit markets were mixed in September as investors increasingly accepted that rates may remain elevated for an extended period.

A focus on duration amid the nonstop rise in rates

This week’s chart looks at high yield bonds’ limited duration profile compared to investment grade bonds.

Macro matters: Markets bear the brunt of yield curve steepening

How higher interest rates could continue to challenge public equities and bonds. Read the latest update from our research team.

FireSide: Q4 2023 Research roundtable—Can the growth continue?

Our experts dive in to the latest in commercial real estate, corporate credit and macroeconomic trends.

Strong dollar costs stocks

This week’s chart looks at how recent dollar strength could test an already-challenged equity market.

FS Thrive: Goal setting—start with the why, achieve the wins

Two experts in goal setting—one in fitness and one in finance—share how they help clients define goals, stick to a plan and achieve desired outcomes.
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