An inconsistent truth: Interest rates and inflation can diverge
More of our insights
The inflation debate grows murkier still
Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.
Strong economic growth or low rates? Both can’t be right.
Treasury rates remain notably disconnected from economic growth expectations. Our chart looks at the divide, why portfolio flexibility remains key.
Leaders Series: Michael Forman and KKR’s Dan Pietrzak talk BDCs
FS Investments CEO Michael Forman and KKR Co-President and Chief Investment Officer, Daniel Pietrzak reflect on the recent merger of FSK and FSKR to create one of the largest BDCs in the market.
The Caldwell Hour: Inflation, interest rates and international affairs
Ryan Caldwell and guests reflect on the markets and economy and what these trends may mean for the rest of the year.
Focus on inflation likely to remain following July data
Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.
Inflation vs interest rates: the great debate
Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).