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Charted territory: Buy the bushel, but beware of bad apples

After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.

Charted territory: Anatomy of a CRE correction

The Investment Research team updates their views on the CRE market heading into 2024. Listen to the key trends from one of our experts. Then, read the chartbook for the full story.

Charted territory: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024—and the five opportunities that may provide income, growth and diversification.

Charted territory: Anatomy of a CRE correction

The Investment Research team shares their view on today’s commercial real estate landscape.

Cashing in: Utilizing free cash flow for equity valuation

With traditional measures of equity valuations near historic highs, we introduce free cash flow as an alternative basis for valuation.
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