Andrew is a Director on the Investment Research team at FS Investments, where he leads research efforts on the energy sector and the U.S. commercial real estate market. He also assists in the development of the firm’s long-term views on the economy and the impacts on the investing environment. Andrew holds a BBA in Finance and Economics from Villanova University and has prior experience with structuring and pricing interest rate derivatives.
Small talk: The case for SMIDs
We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.
Assessing a new starting point
Against an exceptionally optimistic economic outlook, we analyze previous cycles to understand what may come next for stocks.
Equity markets and the global reflation trade
What reflation is, how it has historically been manifested, and what it means for today’s equity markets.
Impact of oil market dynamics
Crude prices tumbled as a supply shock hit an oil market already pressured by COVID-19.