Insights

Showing 223–228 insights out of 398 results
Chart of the week

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.

Chart of the week

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.

Podcast

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.

Podcast

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.

Chart of the week

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.

Podcast

Inflation vs interest rates: the great debate

Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).

Showing 223–228 insights out of 398 results

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