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Absolute return for an uncertain world

History shows us that absolute return strategies have historically delivered on many of the goals of traditional fixed income—and have successfully navigated the challenges markets currently face.

Q3 2021: Heating up

As the economy rebounds, CRE fundamentals are materially improving. Still, investors must navigate uncertainty around how pandemic trends will impact certain property sectors.

Credit market commentary: June 2021

The duration-sensitive Barclays Agg posted its third positive return of the year in June as long-term interest rates declined slightly.

Energy market commentary: June 2021

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.

What a red-hot labor market means for the economy

June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.
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