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Market Outlooks
Weekly Investment Commentary: Farmland: Cream of the inflation hedge crop?
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Real assets — historically an effective hedge against inflation — appear well-suited for the current backdrop.
Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Market Outlooks
Weekly Investment Commentary: Commercial real estate not vacant of opportunity
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Under the microscope, not under the bus. This spring’s banking sector turmoil has investors casting a wary eye on commercial mortgage-backed securities (CMBS).
Market Outlooks
The risk of too much consensus
A Q&A with Seema Shah, post-2023 Milken Global Conference