More of our insights
What’s next for a rate-dependent stock market?
As value takes the top spot and growth fades, our chart looks at equity leadership changes in 2021, noting their correlation to Treasury yields.
Research Roundtable: Q4 market and economic outlooks
In the home stretch! The Investment Research team gathers to discuss their predictions for Q4.
An inconsistent truth: Interest rates and inflation can diverge
Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.
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.
