Inflation

Read, listen and learn about the impacts of inflation as it hits the highest levels seen in a generation

Charted territory: Inflation playbook

Higher inflation remains at the epicenter of today’s economic and policy uncertainty. In financial markets, the diversification of the traditional 60/40 portfolio is facing significant challenges. So, what can investors do amid this new backdrop?

Our inflation playbook breaks down the key indicators we’re watching to help investors navigate these challenges and explore potential solutions. Access the playbook to watch interactive videos featuring commentary from Chief U.S. Economist Lara Rhame.

Insights from our experts

As we continue to navigate this dominant feature in the post-pandemic recovery, our alternative investments experts are here with the latest updates and insights to provide a one-stop shop for inflation resources.

Research report  |  15 minute read

Q4 2022 Economic outlook: Struggling for a foothold

Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.

Research report  |  15 minute read

Macro matters: Inflation Groundhog Day

Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.

Research report  |  8 minute read

Perspectives on prices, policy and profits

Hear from Investment Research Director Andrew Korz as he outlines three key tenets for investors in this challenging environment.


Inflation playbooks

Playbook  |  15 minute read

Charted territory: Deglobalization Playbook

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

Playbook  |  15 minute read

Charted territory: Playbook for converging correlations

If it feels like your whole portfolio has moved in one direction this year, you’re not alone. Now, more than ever, investors need uncorrelated sources of return.

Playbook  |  11 minute read

Charted territory: Rate hike playbook

Our research team analyzes the impacts of rate hike cycles on markets to help prepare investors for what’s to come.


FireSide podcast episodes

Podcast  |  23 minute listen

Q4 Corporate credit outlook: At a crossroads

With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.

Podcast  |  25 minute listen

Q4 2022 Commercial real estate outlook: Recalibration in process

We examine the bright spots across the real estate market in a more challenging macro environment.

Podcast  |  24 minute listen

The keys to the housing market

The research team tackles the hot topic of the housing market, the impacts of rising rates + where it could go from here.

We haven’t been here in a generation. If this feels different, it is because it is completely different.

Lara Rhame, Chief U.S. Economist, FS Investments

Charts

Chart of the week  |  2 minute read

Rent, labor markets continue to challenge Fed

As the Fed remains determined to temper inflation, this week’s chart looks at two stubborn inflation drivers: shelter and labor markets.

Chart of the week  |  2 minute read

A wide disconnect between investors and the Fed

Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.

Chart of the week  |  2 minute read

Inflation to stick with us for a while longer?

This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.

About our experts

Lara Rhame,

Chief U.S. Economist

Read Lara’s insights  

Troy Gayeski, 

Chief Market Strategist

Read Troy’s insights  

Kara O’Halloran, Director,

Investment Research

Read Kara’s insights  

Beth Anne Byrne, Director, 

Investment Management

Read Beth Anne’s insights  

Christopher Bole, Director,  

Financial Writer

Read Chris’s insights  

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