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Despite strong YTD returns, investors see challenges ahead

See why investors seeking stable income may need to look outside of traditional fixed income markets to find it in today’s environment.

Economic growth slows toward a sustainable pace?

This week’s chart explains why weaker-than-expected Q3 forecasts shouldn’t stoke recession fears, but may spur reconsideration of income and growth sources.

Commercial real estate sentiment jumps in Q2

Are Fed rate cuts reinvigorating the U.S. housing market? This week’s chart highlights recently renewed confidence in the multifamily market.

Commercial real estate drives August housing activity

Is the easing of monetary policy spurring new housing construction? This week’s chart explores the connection and its potential impact on real estate investment.

Firming inflation data muddies the Fed’s path forward

Are investors’ rate cut expectations too high? This week’s chart explains what’s pulling the markets and the Fed in different directions, which could stoke volatility.

Bond returns soar this year, but income falls further

Bond returns soar as income falls in this week’s chart. See where this good news/bad news scenario leaves income-oriented investors.

Robust employment helps support the commercial real estate market

See how the labor market’s strength is stoking demand for office space – and what this means for commercial real estate prices.

As global yields fall, the U.S. advantage continues

This week’s chart looks at falling global bond yields – including the 30-year U.S. Treasury’s first ever dip below 2% – and the challenge they present for investors.

Declining U.S. Treasury yields signal slower growth

Bad news for income-oriented investors? See how fast and far U.S. Treasury yields have declined in a single month in this week’s chart.

As market cheers, policymakers see rising risks

All rise? Rate cut expectations, stocks and the FOMC’s projection of economic risks are all increasing. See how they’re connected and what this could signal for investors.
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