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Awakening: The rise of private debt

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.

Are we there yet?

Return to office and its impact on commercial real estate investors.

Are investors too complacent as equity markets recover?

This week’s chart looks at heightened volatility that often follows periods of sustained market momentum.

Analyzing the red-hot housing market

Members of the Investment Research team gather to discuss the state of the housing market.

An inconsistent truth: Interest rates and inflation can diverge

Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.
Showing 971–980 out of 1016 results

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