Concentration issues: A look at the top-heavy U.S. equity market
Rising U.S. equity market concentration has played a key role in the stellar stock market returns over the first five months of 2023. Looking ahead, high concentration could present a perplexing and challenging market environment for investors.
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Thrift is a gift: Capitalizing on the capex reversal
After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.
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U.S. equities: Between a rock and a hard landing
Despite the strong start to the year, equities remain stuck between the risk of further policy tightening and a painful decline in profit margins.
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Sizing up the SMIDs: Supports build in choppy equity market
While today’s challenging environment has taken its toll on stocks, economic trends could lend support for beaten down SMID stocks.
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Rate hikes begin: Earnings to chart the course for equities?
Our research team offers guideposts for equity investors.
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Perspectives on prices, policy and profits
Hear from Investment Research Director Andrew Korz as he outlines three key tenets for investors in this challenging environment.
![People hiking a mountain](https://fsinvestments.com/wp-content/uploads/2022/02/FS_Research-note_Equities_02-2022_img_2x_Insights_1442x1004.jpg?w=250&h=150&crop=1)