Mortgage applications have spiked back to pre-COVID-19 levels, and interest rates for fixed-rate mortgages are nearing all-time lows. Housing demand appears to be strengthening, however, despite the increase in mortgage applications, there are some causes for concern.
This month’s commentary shares our takeaways from recent virtual conferences, including topics such as the development of 5G and the trajectory of China’s nascent economic recovery.
Featured Commentary
The Great Migration to the Suburbs?
By Ben Olien, CFA
Mortgage applications have spiked back to pre-COVID-19 levels, and interest rates for fixed-rate mortgages are nearing all-time lows. Housing demand appears to be strengthening, however, despite the increase in mortgage applications, there are some causes for concern.
Driehaus Emerging Markets Small Cap Growth May 2020 Commentary and Attribution
By Chad Cleaver, CFA
This month’s commentary shares our takeaways from recent virtual conferences, including topics such as the development of 5G and the trajectory of China’s nascent economic recovery.