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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How will higher interest rates impact CRE returns?
Investors are faced with a changing CRE landscape amid an aggressive rate hike cycle. We explore the implications of higher financing costs, and potential new strategies to capture value.
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Great (Cap)Expectations
Capital spending has begun a seminal shift as the challenges from inflation, global unrest and supply chain disruptions form a new backdrop for executive decision makers.
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The future of office investing
Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.
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Modeling the end of the Great Moderation
The past three decades exhibited slow economic growth, declining interest rates and low volatility. Now we are entering a new era.
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Rate hikes begin: Earnings to chart the course for equities?
Our research team offers guideposts for equity investors.
![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)