Lara is Chief U.S. Economist and Managing Director on the Investment Research team at FS Investments, where she analyzes developments in the global and U.S. economy and financial markets. Her fresh take on macroeconomic issues helps to inform and develop the firm’s long-term views on the economy, investment trends and issues facing investors. Lara is committed to the Philadelphia community and serves on the boards of the Economy League of Greater Philadelphia, Hyperion Bank and Starr Garden Park.
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Equities sail into late-cycle headwinds
The end of 2018 may not have been a temporary rough patch for traditional equity investments, but the beginning of what could be a more extended period of challenged profits and heightened volatility.
Income investors will face challenges despite solid economy
A projected slowdown in growth means investors need to look beyond core fixed income to generate improved performance from their income investments. Chief U.S. Economist Lara Rhame explains.
Q4 2018: Indicators we’re watching (part 1)
Core inflation | Real interest rates | Global interest rates
Q4 2018: Indicators we’re watching (part 2)
Unemployment rate | Business investment | Household wealth | 2-10 spread
A potentially dangerous curve
If the yield curve inverts, will a recession follow? Not necessarily, given how far from normal the current expansion and Fed rate hike cycle are. We believe investors should instead watch out for volatility sparked by recession fears and prepare for especially challenged traditional income sources.
Q3 2018: Slowing potential growth
Economy on solid footing, but risks abound.