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
Q2 2023 Economic outlook: Tipping point
Economic data remains strong, but consumer and business sentiment look increasingly shaky. Are we at a tipping point?

Research report | 15 minute read
Q2 2023 Commercial real estate outlook: A dense fog
The correction in U.S. commercial real estate continues, with ultra-low interest rates and abundant liquidity coming to an abrupt end. The market now must come to grips with a world in which capital is more expensive.
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.
FireSide podcast episodes

Podcast | 47 minute listen
Market Madness 2023
Sit courtside as the Investment Research team evaluates their top picks for the most impactful market event of 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

Charts

Chart of the week | 2 minute read
As rates reverse, a growth renaissance?
As rates plunged in March, growth stocks spiked. This week’s chart looks at the ever-shifting changing growth-value dynamics in recent years.
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