Can We Talk in Private?

Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain? 

Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility.  

Resources:

The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins
Domestic resilience in vogue amid selloff

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Join the Investment Research Associate Alan Flanigan and Head of Public Policy Jason Cole for a status update on tariffs, trade and taxes. The team analyzes the post-Liberation Day path forward and what it means for investors. Jason and Alan provide expert analysis of the latest developments out of Washington D.C. and the implications for markets and the economy. 

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In this episode, our research team examines the latest on U.S. tariff policy and how it will impact private markets.

Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they discuss the potential ramifications of tariffs on private markets. They also bring in resident expert Dan Wilk, Head of Private Equity Solutions, for his take on how tariffs will impact M&A markets, where they’ll take market sentiment and what this may mean for investors.

Resources mentioned:

Q2 2025 U.S. Economic outlook

Tariffs: Analysis and investment implications

U.S. exceptionalism: At a crossroads

Tariffs: Four essential investor questions answered

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Join the Investment Research team in celebrating March’s NCAA Basketball Tournament with our annual Market Madness show. Our experts put their Sweet 16 of public and private investment strategies to the test and crown a champion in this bracket-style debate.

Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan provide expert analysis of their sixteen-team field of strategies across public and private equity, real estate and credit. 

U.S. exceptionalism: At a crossroads
Anatomy of a CRE correction: The road to revival in 2025
Private markets outlook: Refilling the glass

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

Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era 

Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads.

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On this episode, we’re joined by Portfolio Manager and Future Standard Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today.

Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addresses how allocators are responding to credit’s key trends. 

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The Trump administration is shaking up Washington with hundreds of executive orders and an aggressive push to cut government spending. But what's important for markets and what's just media fodder?

Head of Public Policy Jason Cole examines the first weeks of the Trump administration and their implications for markets. Jason joins Senior Vice President of Investment Research Andrew Korz to address the potential impact of tariffs, tax reform and regulatory changes on key strategies. 

“If I’ve got to go into my crystal ball whether or not the Trump's tax cuts are going to get extended, I think it’s going to be a debate that rages throughout the year. And advisors and investors need to be aware that there's not full tax certainty, but I think ultimately there will be a tax bill and it maybe a one- or two-year extension.”–Jason Cole

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In this episode, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and what it takes to be successful in a "relationship business." 

"This has been and always will be a relationship business. The reason clients do business with you is because of that trusted relationship. They work with you because you can deliver everything else, but they want to work with people they like and trust." - Caroline Gundeck 

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds.

Troy joins Content Strategist Harrison Beck to examine what new policies and continuing trends may mean for investors and allocators. He addresses valuation disparities between listed and private equities, corporate deal flow and bank consolidation, and how middle market private equity may offer compelling opportunities for GARP (growth at a reasonable price). 
 
“We're always trying to look at the pros and cons of election outcomes, just like we look at the pros and cons for any investment opportunity. So far, the pros outweigh the cons.”–Troy A. Gayeski

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives, examining how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts, and key strategies including commercial real estate lending, corporate private credit and liquid multi-strategy.

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