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The calm before the (next) storm?

Options markets suggest investors shouldn’t forget about defensive investments.

The chilling prospect of cooling consumption

Growth of our entire economy is heavily dependent on consumer spending. Going forward, unless wages pick up meaningfully, consumption could fall even lower than current levels.

The clear opportunity in a healthy middle market

Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.

The diversification dilemma

Traditional diversifiers are offering little to no reliable downside protection. Low-correlated alternative investments may provide a solution.

The end of an era

How the relationship between interest rates and cap rates affects the outlook for CRE equity investments

The Fed and fallen angels: Steer clear, or follow suit?

We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.

The future of office investing

Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.
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