Can We Talk in Private?

With the Q2 GDP report hot off the press, revealing the second consecutive negative number, Chief U.S. Economist Lara Rhame shares why she believes the U.S. is not in a recession…yet. Plus, she breaks down both her near-term and longer-term outlooks, from jobs and housing to inflation and the impacts of disjointed global central bank policies. To access the full macroeconomic outlook, visit: https://fsinvestments.com/fs-insights/q3-2022-economic-outlook/.

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For more research insights go to https://futurestandard.com/insights 

In today’s unpredictable environment, investors are seeking ways to build portfolios that can perform well without acing the entire macro call. We believe well-constructed liquid alternatives have the potential to do just that. In this episode, we discuss what goes into a liquid alternative strategy, how they offer the potential to generate non-beta reliant returns and, importantly, how they fit into well-diversified portfolios. 

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

For more research insights go to https://futurestandard.com/insights 

It is midyear review season at FS Investments, so why not review the macroeconomy, too? In this inaugural live episode, Investment Research Director Kara O’Halloran chats with Chief U.S. Economist Lara Rhame about the macro environment over the last six months, and how the rest of the year could pan out. Listen in to hear Lara’s thoughts on the potential for a recession, the impacts of inflation and ways investors can navigate this volatile environment. 

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

For more research insights go to https://futurestandard.com/insights 

In this episode, our Investment Research team discusses the ins and outs of today’s booming housing market. They examine the complex macro environment at play, the mechanics of typical housing cycles and potential scenarios for the quarters to come. 

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

For more research insights go to https://futurestandard.com/insights 

FS Thrive goes to Austin! In this episode, Head of Field Strategy Kyle Simpson is joined by Truelytics CEO Jeremi Karnell and industry expert Mike Langford at their HQ in Austin, Texas. They discuss the Truelytics platform which specializes in evaluating business health, optimization and transition management. If you’d like to learn more about Truelytics, visit fsthrive.com or check out Mike’s podcast, Modern Financial Advisor.  

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

For more research insights go to https://futurestandard.com/insights 

In March 2022, FS Investments hosted its Q1 Chairman’s Reception, featuring a panel of three inspiring business leaders in the area. Each of these individuals have dedicated their work to equity and economic inclusion through various avenues ranging from public service and education initiatives to capital raising and impact investing. We hope you enjoy their stories as much as we did!

Panelists: 

-Della Clark, President of The Enterprise Center
-Damian Dwin, CEO of Lafayette Square
-Jeff Hornstein, Executive Director of the Economy League of Greater Philadelphia 

 To learn more about each of these organizations and FS Investments’ diversity, inclusion and belonging efforts, visit https://fsinvestments.com/company/diversity-inclusion/ 

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

For more research insights go to https://futurestandard.com/insights 

In this episode, FS Chiron Funds CIO Ryan Caldwell is joined by Chief U.S. Economist Lara Rhame, Head of Quantitative Research Brian Cho and their team to cover key warning signs of a late cycle and urge investors to remain dynamic in a bearish time. While markets are facing downward pressures, the team urges investors to recognize the speed at which the economy is moving, and the potential for the long term to differ greatly from the short term. Plus, Ryan taps on Peter Bianco, Head Trader, and Scott Sullivan, Head of Fundamental Research, to discuss how commodities and other real assets may fare in this uncertain time. Want to read more from the FS Chiron team? Download the full 3D report here. 

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

We’re capping off our outlooks for Q2 with a rundown of the state of the economy and how it could adjust to growing uncertainty across markets. Investment Research Director Kara O’Halloran and Chief U.S. Economist Lara Rhame cover the key ideas in Lara’s outlook, from inflation and the Fed to real estate, consumer confidence and policy overseas in China. Want to read the full piece? Download it here: https://fsinvestments.com/fs-insights/q2-2022-macro-outlook/

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

For more research insights go to https://futurestandard.com/insights 

In this episode, Investment Research Director Kara O’Halloran sits down with Head of Investment Research Rob Hoffman to review their corporate credit outlook for Q2. They discuss credit fundamentals, the spread environment and where interest rates could go from here. Plus, they cover areas where opportunity may lie for active investors. Looking for more? Download the full outlook here: https://fsinvestments.com/fs-insights/q2-2022-corporate-credit-outlook/

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

For more research insights go to https://futurestandard.com/insights 

Investment Research Director Kara O’Halloran is joined by fellow Director Andrew Korz to talk all things real estate—they catch up on what we’ve faced so far in 2022 and where the market may be heading. The two discuss inflation, cap rates, the Fed rate hike cycle and one of the hottest topics of the past two years: The housing market. Want to dive deeper? Check out the full CRE outlook on our website: https://fsinvestments.com/fs-insights/q2-2022-commercial-real-estate-outlook/ 

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

For more research insights go to https://futurestandard.com/insights