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Credit market commentary: March 2021

Interest rate volatility continued to weigh on markets for much of the month.

Energy market commentary: March 2021

Energy finished off a stellar Q1 as midstream took the lead in March.

Q2 2021: Into the starting gates

Riding on growth optimism in the broader economy, we expect to see improvement in both CRE fundamentals and transaction activity during Q2.

Flexibility important as 2020 leaders become laggards

Stock market leadership YTD has been a mirror image of 2020. Our chart looks this year’s leaders and why active management remains important.

Q2 2021: Almost home

Though pandemic-related challenges remain, economic optimism is in the air and growth is expected to surge. In Q2, we are so close to coming full circle on this unprecedented economic cycle.
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