Can We Talk in Private?

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute

Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. 
 
Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman, and Executive Director of Research Andrew Korz for an initial dive into the private debt market, including the fundamentals of the asset class, recent trends that have fueled its growth and a discussion around the investment case for private debt today. 

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 

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute

In this episode, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional athletes. 

“I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywhere. It's difficult because they live in chaos. They're pulled from their families and they have to travel alone and by themselves…And unless, as an advisor, you have the time to really dedicate—and not just dedicate, you have to devote time and energy. You have to have the patience to be repetitive. Repeat the goals, repeat what it is you said just an hour ago. It helps them stay focused.”

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 

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute

The first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust.

Join Executive Director, Investment Research Andrew Korz and Chief U.S. Economist Lara Rhame as they examine CRE pressures, movements in equities, and the balance of challenges and optimism in their outlooks for macro and markets in Q2. 

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 

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond.

In this episode, Eve joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss what it means to be “passionate about fairness,” why she advises young professionals to “work where you’re valued” and how she helps clients build wealth while changing the world for the better. 

“If you think about when you build a portfolio, everybody always asks about risk tolerance. They want the portfolio to represent who the client is in terms of risk. And we're saying we want the portfolio to represent who you are in terms of you. We want that portfolio focused on what your values are and who you are.”–Eve Ellis

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 

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute