FireSide: A Podcast Series from FS Investments

3D Report: Q1 2024 Recap—Effectively valuing the Mag Six


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While the Magnificent Six continue to lead the S&P 500 to new heights, markets are still learning how to effectively value these tech growth superstars. Meanwhile investors begin to face the reality of their rate cut pipedreams amid strong economic momentum and an increasingly volatile world.   

 In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine where markets are at the end of Q1 and what investors could see in Q2—including how the current environment opens up potential opportunities that may not have been attractive for the past 15­–20 years.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

To watch the video version, go to https://www.youtube.com/@FSInvestments

For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments

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FireSide: A Podcast Series from FS InvestmentsBy FS Investments

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