In today’s blog, we examine the real estate sector, specifically commercial real estate, analyze the performance and valuations for the different industries within the sector, and assess their prospects.  

What is Commerc

It seems like we just can’t stop talking about the Federal Reserve (Fed). After an aggressive rate hiking campaign that we think ended last year, markets were expecting the Fed to start cutting interest rates as early as next month. But with an

Event-Driven strategies take long and short positions in equities, bonds, and their derivatives based on corporate events such as mergers and acquisitions (M&A), spin-offs, management restructuring, and special situations such as bankruptcies. Me

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Election season is in full swing as Super Tuesday solidifies another Biden and Trump rematch this November. President Biden won all 15 states and the Iowa caucuses, while former President Trump won in 14 of 15 states, prompting Nikki Haley to end her

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I like to study the past. While having a good understanding of market history isn’t the be-all and end-all for investment analysis, it can often offer valuable insights by giving a window into the thinking that others before us had when facing

The Federal Open Market Committee (FOMC) faces a tough decision in 2024 as it is no longer a question of ‘if,’ but rather ‘when’ rate cuts will occur. The FOMC is not expected to cut rates at their upcoming March meeting, but

After a brief lull in 2023, buyback activity appears to be back this year. A resilient U.S. economy, easing inflation pressures, and expectations for an eventual shift to interest rate cuts have given corporate America confidence to boost authorized

The 2024 election is right around the corner. The recent victories of Former President Donald Trump at the Iowa and New Hampshire primaries have moved Election Day closer, as it seems that the two candidates have been chosen earlier than usual, setti