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The future of office investing

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

The Great Reboot: Economy and markets in 2020

Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.

The implications of a rising default rate

Many cite the coming wave of defaults as cause for concern, but history tells us otherwise

The inflation debate grows murkier still

Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.

The keys to the housing market

The research team tackles the hot topic of the housing market, the impacts of rising rates + where it could go from here.

The middle ground: Balancing fear, greed and returns with middle market private equity

Why the U.S. middle market continues to offer private equity investors a more attractive opportunity set versus the large and mega cap market
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