Banking sector update: Impacts for preferred and capital securities
In the wake of recent banking sector volatility, our preferred and capital securities experts unpack the facts and provide investors guidance for the fourth quarter of 2023 and beyond.
Real estate debt: Why market uncertainty offers investment opportunities
Listen as senior real estate experts discuss why we see this cycle as an attractive entry point for risk-adjusted access to private and public real estate debt.
- Indraneel Karlekar, Ph.D. (host)
Global Head of Research and Portfolio Strategies, Real Estate
Peering through uncertain skies: Real estate opportunities beyond 2023
Listen as our senior real estate experts provide a year-to-date update on the commercial real estate market, including uncertainties facing investors and opportunities emerging as the new real estate cycle takes shape.
- Kirk West (moderator)
Executive Director, International Business & Clients
Prepare to pivot: Fed peak policy rate ahead
When the yield curve was inverted, investors increased cash and short-term positions. Now’s the time to pivot—increase duration and seek high-quality fixed income. Listen as our experts explore timely insights and allocation preferences.
- Mark Cernicky, CFA
Senior Product Specialist, Fixed Income
Inside Real Estate: Annual strategy outlook for 2023
As the world economy begins to stall, headwinds indicate various challenges on the horizon. We expect 2023 will be a year of transition with investors focusing on playing defense, while preparing for offense. Listen as we present our 2023 outlook for commercial real estate.
- Indraneel Karlekar, Ph.D.
Global Head of Research & Portfolio Strategies, Principal Real Estate