Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty

Published on June 30, 2025

Until recently, commercial real estate appeared poised for a long-awaited rebound. However, 2025 has revealed a new reality: Uncertainty has become structural.

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Meet the 899-Ton Elephant in U.S. Tax Reform

June 30, 2025
It’s often said there are only two certainties in life: death and taxes. However, the tax landscape may become somewhat murkier, as the recently passed U.S. House budget bill may potentially lead to some non-U.S. investors paying more taxes than previously anticipated.

Corporate Bonds: Mid-Year 2025 Outlook

June 30, 2025
We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.