Q4 2022 3D Report: We won’t get fooled again
Periods of mean reversion have always been a positive for the Global Allocation space. Read more about why we believe one such period is arriving and the opportunities we see in the global financial markets.
![](https://fsinvestments.com/wp-content/uploads/2023/02/Q4-2022-3D-Report-img_2x_insights_1442x1004.jpg?w=250&h=150&crop=1)
Margin Stall: Examining the outlook for free cash flow margins
Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.
![](https://fsinvestments.com/wp-content/uploads/2023/01/FS_Research-note_Equities_01-2023_insights_1442x1004.jpg?w=250&h=150&crop=1)
What’s driving higher inflation and what to expect in 2022
Inflation looms as the biggest economic uncertainty for investors and policymakers. We build a bottom-up scenario and break down risks in 2022.
![](https://fsinvestments.com/wp-content/uploads/2021/12/fs_cpi-data-release_img_2xInsights_1442x1004.jpg?w=250&h=150&crop=1)
Higher inflation has come for the 60/40
Investors have not truly had to contend with higher inflation for decades. We break down the impact inflation has on fixed income markets, equities, and the dynamics of the 60/40 portfolio.
![](https://fsinvestments.com/wp-content/uploads/2021/11/FS_Research-note_Inflation-and-60-40_img_2x_Insights_1442x1004.jpg?w=250&h=150&crop=1)
Money supply growth and the implications for investors
A new research report from Troy Gayeski
![](https://fsinvestments.com/wp-content/uploads/2021/11/Troy-WhitePaper-img_2x_Insights_1442x1004.jpg?w=250&h=150&crop=1)
Lining up the last days of LIBOR
As year-end approaches, LIBOR’s sunset is finally imminent. We set the stage as markets race to embrace LIBOR replacement rates over the final two months of the year and paint a picture of what the post-LIBOR world will look like.
![](https://fsinvestments.com/wp-content/uploads/2021/11/LIBOR-4_img_2x_Insights_1442x1004.jpg?w=250&h=150&crop=1)