More of our insights
Q2 2023 3D Report: Do LEIs lie?
Are leading economic indicators sending false signals? If not, then Houston we have a problem.
![](https://fsinvestments.com/wp-content/uploads/2023/08/img_2xInsights_1442x1004.jpg?w=250&h=150&crop=1)
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.
![](https://fsinvestments.com/wp-content/uploads/2023/07/COTW_2023-07-21_thumbnail-247px.jpg?w=250&h=150&crop=1)
Investor demand for private assets remains robust
As investment opportunities shift, this week’s chart looks at institutions’ historical fundraising across private markets.
![](https://fsinvestments.com/wp-content/uploads/2023/07/COTW_2023-07-14_thumbnail-247px-1.jpg?w=250&h=150&crop=1)
As growth turns higher, leading indicators remain flat
Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.
![](https://fsinvestments.com/wp-content/uploads/2023/06/COTW-2023-06-22_thumbnail-247px.jpg?w=250&h=150&crop=1)
Could an investor vs. Fed divide drive volatility?
This week’s chart looks at market-based expectations for Fed rate cuts, which have increasingly run counter to policymakers’ intentions.
![](https://fsinvestments.com/wp-content/uploads/2023/05/COTW_2023-05-11_thumbnail-247px.jpg?w=250&h=150&crop=1)
2023 has seen an extraordinarily concentrated rally
Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.
![](https://fsinvestments.com/wp-content/uploads/2023/05/COTW_2023-05-05_thumbnail-247px.jpg?w=250&h=150&crop=1)