Inflation Likely to Accelerate: A Non-Consensus View
Aggressive stimulus and labor market tightening mean higher inflation risk
Rising Rents Matter More to REITs Than Rising Rates
A strengthening economy may drive interest rates higher, but it can also give landlords greater ability to raise rents
On My Mind: Investment Strategies for a Booster-Shot Recovery
Investment views and strategies for the post-pandemic recovery.
What Could a Post-COVID World Look Like
Accelerated digitization was just the beginning.
Virus Control May Help Europe Outperform U.S.
Stricter lockdown measures could boost short‑term performance.
Why Be Neutral Between U.S. and Non-U.S. Stocks
Non-U.S. stocks may have a smoother recovery from the pandemic and could benefit from a weakening U.S. dollar.
Finding U.S. Companies that Can Emerge Strong
Amid heightened uncertainty, fundamental quality matters.
Actionable Insights on Market Volatility
The path to recovery.
Taking Stock of U.S. Equities
A closer look at diverging U.S. equity marketing and economic performance.
Why diversifying across well-defined factors is likely to be key in extremely volatility.
Bringing the Economy Back From Life Support
What kind of recession will this be? What kind of recovery will follow?
Taking a Long-Term View
How Low Can We Go
Policymakers globally are being extra vigilant to prevent a repeat of the Global Financial Crisis.
Putting the Oil Shock in Context
Where to from here?
Oil Price Plunge
The impact on emerging markets.
Keep Calm & Remain Diversified
A short- and long-term review of the Power of Diversification
Understanding How the Economy Evolves
Help your clients stay focused on their long-term goals by showing them the business cycle and how it drives the economy and financial markets.
Market Volatility Resources
A list of resources to help your conversations with clients concerned about volatility.
The End of an Era
How the relationship between interest rates and cap rates affects the outlook for CRE equity investments.
Tariffs and Trade: Don’t Panic
Trade war volatility has markets on edge. Here's what you need to know.
Behavioral biases are more common than you might think. Watch these short videos to see how they show up in our everyday lives.