Back to View all
Note

Rate hikes begin: Earnings to chart the course for equities?

Our research team offers guideposts for equity investors.

Download the research note
March 21, 2022 | 8 minute read

Our research team examines the equity landscape as valuations have come under pressure from rising inflation, war in Ukraine and Fed tightening. The note examines what can be gleaned from previous Fed rate hike cycles and dives into the resilience of today’s earnings backdrop.

Read the research note

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

Print this page Email this page

Andrew Korz, CFA

Executive Director, Investment Research
Read more

Lara Rhame

Chief U.S. Economist + Managing Director
Read more

Related Insights

Note

Concentration issues: A look at the top-heavy U.S. equity market

Rising U.S. equity market concentration has played a key role in the stellar stock market returns over the first five months of 2023. Looking ahead, high concentration could present a perplexing and challenging market environment for investors.

Note

Thrift is a gift: Capitalizing on the capex reversal

After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.

Note

Debt ceiling: The summer reboot no one asked for

The debt ceiling is back. Like a reboot that no one asked for, the debt ceiling threatens to monopolize airtime this summer.

Search our site