Rough Road Ahead for US Commercial Real Estate but Industrial CRE Is Rooted to Outperform Others
US CRE shows bleak prospects for 2024 due to structural demand decline for office space. CRE loan delinquency on the rise for five sequential...
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Risk-Off Signals Abating; Cyclicals Reassert as Rates Rise; Buying Fertilizer and Copper Stocks
Risk-off signals are abating which is an encouraging sign. Charts Highlighted: IWM, IWC, JETS, BAM, CBRE, INVH, JLL, HHC, JOE, MMI, APTS, CTO, AMT,...
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The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications
Telegraph from European front in global war on greenwashing. U.K. names stewardship victors ("not greenwashers"). Many notable casualties. Anti...
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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Newmark Group Inc (NMRK US) Update: The Extent of Its Undervaluation Relative to Peers Is Baffling
Newmark's 1Q 2019 earnings report was not well received. Okay, we understand that they missed big acros key financial metrics, but that has more to...
545 Views