Meanwhile, life insurance companies have the biggest percentage increase in their holdings.

And single-family rental growth lags behind multifamily for the first time since June 2024.

Demographics are an important tool to keep investment strategies grounded.

Value-based models, pharma consolidation, and private equity-backed services are drivers.

Meanwhile, economists have cut growth expectations and increased inflation projections.

House inventory has grown, as have wages, but prices and mortgage rates are still high.

After a January drop, rates reversed and rose to 10.32%.

Investors are reassessing their portfolios in response to changing conditions.