Is 2% Growth Good or Bad?

Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.

… And We’re Back! The Rebound of the U.S. Economy

Jay Kloepfer assesses the current state of the U.S. economy.

A JOLT of Inflation from the Labor Market?

The Capital Markets Research group discusses recent changes to the labor market and what impact they may have on inflation.

The U.S. Economy, Now Open for Business

The U.S. economy may be on track for a truly eye-opening expansion, with initial projections pointing to growth rates of 9% or even higher for 2Q.

What We Found in Our Latest COVID-19 Survey of Investment Managers

The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.

How the Pandemic Affected Private Credit, and What’s Next

Many private credit managers are well-poised to generate outsized returns as the dislocation extends into 2021.

Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021

Overall, managers were much less optimistic about the resumption of business as usual in September compared to our first survey in June.

How ESG-Minded Investors Can Help Address the Affordable Housing Crisis

Institutional investors with a focus on environmental, social, and governance (ESG) investing can help address the housing crisis through investment opportunities in both the public and private markets…

Breaking Bad: Better Call Hedge Funds?

In today’s uncertain environment, Callan examined how hedge funds are positioned to potentially help investors. We see four key opportunities…

The Stock Market Is Not the Economy

The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unprecedented.