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5 for ’23: Commercial real estate

Learn which 5 key themes we’ll be watching in commercial real estate in 2023 through our new chartbook.

5 for ’21: Commercial real estate

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.

5 for ’21: Corporate credit

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.

5 for ’22: Commercial real estate

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.

5 for ’22: Commercial real estate

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.

5 for ’22: Corporate credit

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

5 for ’23: Corporate credit

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

5 for ’23: Equity markets

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.
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