2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.

See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.

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.

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.

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

The 5 big ideas we’ll be watching in corporate credit markets in 2023.

After a tough 2022, the outlook for 2023 is still dominated by inflation and policy–and corporate earnings could be the next shoe to drop.

Volatility re-emerged in 2018 with a vengeance, creating challenges for investors who have become complacent by last year’s placid conditions.

Traditional stock and bond portfolios are soaring, but the return drivers seem to be running out of steam. Our chart explains what this could mean for investors in 2020.