FS energy market commentary

JUNE: Concerns over spikes in COVID-19 cases weighed on energy sentiment in June | As global crude supply remains muted, further recovery in oil prices hinges on the return of demand in the U.S., the world’s largest energy consumer.
See more

FS credit market commentary

JUNE: The recovery in markets continued in June, but at a slower pace amid concerns over rising COVID cases | HY Bonds and Senior Secured Loans still ended the month up, returning 0.97% and 1.14%, respectively, capping off the best quarter for each market since Q3 2009 | Interest rates spiked early in the month before declining slightly and the duration-sensitive Barclays Agg returned 0.63
See more

Macro matters: “Mulligan!”

How often do you get a do-over in life (off the golf course)? Investors today are facing that very opportunity. Now is the right time to reevaluate the investment landscape and better insulate portfolios from volatility against the backdrop of continued economic weakness. Read how to take full advantage of this mulligan and come up with your “2020 plan” all over again.
See more

FS energy market commentary

MAY: Midstream led a continued recovery for the broader energy sector in May | While falling production volume is a negative for midstream, many firms have protections in place to help mitigate impacts
See more