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

Q3 2023 Economic outlook: Sailing into the slowdown

Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?

Research report  |  15 minute read

Q3 2023 Commercial real estate outlook: Are we there yet?

Will the CRE correction continue until prices normalize or is the downturn taking us for a bumpier ride?

Research report  |  15 minute read

Q3 2023 Corporate credit outlook: Can the good times roll?

Markets have displayed almost unwavering strength year to date (YTD). Fundamentals remain sound, but challenges await.

Inflation playbooks

Playbook  |  15 minute read

Charted Territory: Strong Dollar Playbook

The dollar has surged to multi-decade highs, complicating an already-challenged investing and policy landscape.

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.

FireSide podcast episodes

Podcast  |  35 minute listen

FireSide: Anatomy of a CRE correction

Andrew Korz and Lara Rhame discuss the commercial real estate market, troubling headlines around the office sector in the financial news, and what lies ahead for the CRE market.

Podcast  |  47 minute listen

3D Report: Q1 2023 recap—You can run for a long time, but sooner or later…

Ryan Caldwell and Lara Rhame review the Q1 2023 3D Report.

Podcast  |  41 minute listen

Research roundtable: Q2 2023 outlooks

In this episode of FireSide, the Investment Research team takes stock of Q1’s performance and offers their outlooks for Q2.

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


Chart of the week  |  2 minute read

Institutions remain cautious despite market rally

Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.

Chart of the week  |  2 minute read

As financial conditions loosen, another hike ahead?

This week’s chart looks at why easing financial conditions—and stronger financial markets—may be problematic for the Fed.

Chart of the week  |  2 minute read

Soft economic landing to challenge markets?

This week’s chart looks at recent forecasts for economic growth and inflation and why markets could be forced to muddle through a soft landing.

About our experts

Lara Rhame,

Chief U.S. Economist

Read Lara’s insights  

Troy Gayeski, 

Chief Market Strategist

Read Troy’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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