Q1 2020: Mirroring the broader economy

Strong labor markets, solid consumption growth and low interest rates continue to support the commercial real estate market. Like the broader U.S. economy, though, the dispersion between sectors has grown wider, a trend that will likely continue in 2020.
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Q1 2020 Corporate credit outlook: Being selective in 2020

2019 was a remarkable year for corporate credit markets and the fundamental backdrop remains supportive heading into 2020. But one statistic keeps us from predicting another banner year. In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
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“Overbloan” concerns?

Long-term loan issue trends and ratings declines have changed the market’s composition and relationship to other credit investments. Read our research note to understand how the opportunity and risks have shifted in today’s loan market and the impact on investors.
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CRE in the face of uncertainty: Oasis or mirage?

With low rates challenging income and equity volatility picking up, investors may look past traditional markets to achieve their goals. Matt Malone explains three reasons why the timing may be right for an allocation to commercial real estate.
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Q4 2019 Corporate credit outlook: Running in place

Despite slowing, the fundamental backdrop underlying the corporate credit market remains supportive heading into year end. In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
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Is now the time to invest in high yield?

To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.
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