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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
Global Perspectives
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Jun 16, 2022
Walk, Don’t Run: Mid-Year Update 2022
As we have highlighted for some time, our macro viewpoint remains that this cycle is different. Specifically, we see uneven supply constraints, hig....
May 19, 2022
Regime Change: Enhancing the ‘Traditional’ Portfolio
In a world faced with tremendous macro and geopolitical uncertainty amidst rapidly changing financial conditions, the temptation is to fall back on....
May 13, 2022
Call of the Market Wild
As we began to witness this January, 2022 was certainly going to look and feel very different than the year prior. Closing out 2021 the market began....
Mar 24, 2022
State of Play
No doubt, war is a human tragedy. It requires heavy reflection on what has transpired and how it can be avoided in the future. However, the current....
Feb 18, 2022
Great Market Expectations
Originally published in serial form in 1860, and released as a book in 1861, Great Expectations by Charles Dickens remains today a brilliant and rel....
Feb 10, 2022
Labor in Transition
Even before the pandemic, our macro forecasts had been signaling that a structural shift in the U.S. employment market was taking place. Indeed, de....
