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Capital Market Outlook

February 12, 2024


  • Macro Strategy — Considerations for Investing at All-Time Highs: In our view, avoiding the market altogether due to seemingly stretched valuations could potentially lead to missed opportunities for returns.

  • Market View — The State of the Markets: The Good, The Bad and the Ugly: Our thoughts to investors: ignore the hype and nastiness and stay focused and disciplined when constructing and balancing portfolios.

  • Thought of the Week — Commercial Real Estate's Slow Burn: The risks are most acute for small and regional lenders and the workout process is just underway.

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