The commercial real estate market rebounded impressively in 2021. Though fundamentals are strong, dispersion remains high and policy presents risk for next year. Here are 5 big ideas on our watchlist for 2022.

Core fixed income is on pace for its first negative year since 2013. Our chart looks at the Agg’s annual returns, why this year may be different.

As 2022 approaches, we walk through Chief U.S. Economist Lara Rhame’s 10 big macro ideas for next year.

Watch the latest video from Chief Market Strategist Troy Gayeski.

We continue our outlooks for 2022 and talk corporate credit markets with Head of Investment Research, Rob Hoffman.

Credit markets were positive in December. After two straight monthly declines, HY bonds posted their best month of the year, up 1.88%, while loans returned 0.64%.

We sit down with Investment Director Andrew Korz to discuss the spectacular rebound of CRE in 2021, and the top 5 drivers he’ll be watching in 2022.