Can We Talk in Private?

In this special edition episode of FireSide, the Investment Research team hosts their own version of the Big Dance to assess what they believe will be the most impactful market event over the next three months. Each research team member – Lara Rhame, Chief U.S. Economist, Rob Hoffman, Managing Director and Andrew Korz, Director – completed a bracket comprising of 16 possible scenarios that could positively or negatively impact markets in Q2, competing bracket-style down to their number one pick. Join Kara O’Halloran as she conducts her courtside interviews and shares who is crowned most accurate predictor based off a survey of their fellow FS Investments colleagues.  

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

*Disclaimer: Our hearts continue to go out to those impacted by the ongoing crisis in the Ukraine. This episode was recorded on 3/3/22 and reflects the views on the events as they stood at that time. 

As the end of the first quarter quickly approaches, Investment Research Director Kara O’Halloran and Chief U.S. Economist Lara Rhame analyze the key trends and events that have impacted markets both domestic and internationally. They cover the unfortunate crisis that continues to unfold in the Ukraine, Lara’s predictions around U.S. growth this year, thoughts on impending rate hikes and the state of the yield curve. 

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 

How can advisors accurately serve a client when they don’t fully understand their most valuable asset?  In this episode, Head of Field Strategy Kyle Simpson sits down with Jason Early and Mike Gola from BizEquity, a leading business valuation software company. The group discusses what BizEquity is doing to revolutionize the space, what drives them each day, and success stories from the field. Learn more at www.fsthrive.com and www.bizequity.com.

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 sits down with Chief U.S. Economist Lara Rhame to discuss the Russian invasion of Ukraine on February 24, 2022. The two discuss economic impacts, both domestic and globally, potential moves by the Fed and the ECB, and Lara’s initial hunch on what this could mean for the longer-term economy as we continue a trend toward deglobalization. While uncertainty continues to linger, Lara maintains the view that the U.S. economy remains on solid footing. 

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, Dan Wilk discusses the evolution of Bitcoin from a “dark web currency” to an institutional-grade store-of-value asset, how blockchain is a form of ledger-based accounting, and the importance of considering crypto’s various sub-sectors. Wilk reflects on his first dip in the crypto pond back in 2014 and his excitement for the future of the asset class in the alternative investment industry.

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 Chiron Funds CIO Ryan Caldwell, FS Investments Chief Economist Lara Rhame, and special guests sit down in Kansas City to talk about the unique backdrop leading us into 2022. They reflect on the dominant feature of 2021 (you guessed it: inflation), fed policy, potential domino effects in Europe and elsewhere internationally, and the balancing of multiple cycle-clocks. A year ahead that feels this different, requires a different, vigilant approach, and this conversation kicks off what the team intends to be a research-forward quarter with many updates to come.

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

Will commercial real estate’s momentum continue in the new year? Investment Research Directors Kara O’Halloran and Andrew Korz talk CRE in 2022 and tackle the topics of inflation, interest rates, and offices in a post-COVID world. 

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 

2021 saw favorable conditions in the credit market. Will this continue in the new year? In this episode, Kara O’Halloran, Director, Investment Research and Rob Hoffman, Head of Investment Research, explore the potential impacts to credit markets in 2022. Plus, hear Rob’s take on the best opportunity in credit right now (hint: it’s CLO’s). 

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, Kara O’Halloran, Director, Investment Research and Lara Rhame, Chief U.S. Economist sit down to talk through Lara’s top 10 macroeconomic calls for 2022, such as where she sees inflation, Fed policy and interest rates heading in the new year. 

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, Director, Investment Research, Andrew Korz is joined by Tal Reback, Principal at KKR and member of the Federal Reserve Board and New York Fed’s Alternative Reference Rates Committee (ARRC), to discuss all things LIBOR-transition. They cover where things stand now, what still needs to be done before year-end and what a world without LIBOR may look like. 

To learn more, visit: https://fsinvestments.com/fs-insights/libor-a-transition-unlike-any-other-podcast/

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