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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
In last week’s blog post, we tackled one of the most pressing questions being debated within the investment community these days: recession risk. Our take was (and still is) that the global economy appears to be on the cusp of what we’re calling a “pricey” recession, which could be markedly different in some ways from past recessionary periods. In this follow-up piece, we share our thoughts on how investors might position for the potential recession scenario we described last week.
Harris vs Trump: The foreign policy and investment implications
Continue readingStill waiting…Fed wants more data before cutting policy rates
Continue readingOffice to multifamily conversions: Implications for CMBS investors
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Stay up to date with the latest market insights and our point of view.
Monthly Market Review — July 2024
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Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.
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A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.
Still waiting…Fed wants more data before cutting policy rates
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Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
When the Fed sneezes, the ECB… cuts rates regardless?
Since the late 1990s, when the US cycle turned, the rest of the world generally followed, with a lag. However, the new economic era is likely to result in greater cyclical divergence between countries and the need for different central bank responses. How should investors think about the age of economic divergence?
Has the European credit cycle been extended?
2024 has kept fixed income investors busy. Yet, despite lingering inflation and rate volatility, European credit markets have remained strong. Are we looking at an extended credit cycle? And if so, what does this mean for investors?
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Monthly Market Review — July 2024
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Brett Hinds
Jameson Dunn