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Credit market commentary: July 2021

Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.

Energy market commentary: July 2021

Capital discipline today could set up energy producers for solid cash flow in the future.

Analyzing the red-hot housing market

Members of the Investment Research team gather to discuss the state of the housing market.

The race for space: analyzing the red-hot housing market

With home price growth at its highest level since 2004, we break down key supply and demand drivers and look ahead to what’s next.

With rate hikes none or one, income to remain elusive

Income could be hard to find for the foreseeable future. This week’s chart looks at market-based expectations for rate hikes through Dec. 2022.

FS Investments Renames Chiron Mutual Funds

PHILADELPHIA – July 30, 2021 – FS Investments, a leading alternative investment manager, announced today that the Chiron Capital Allocation Fund and Chiron SMid Opportunities Fund will be renamed FS Chiron Capital Allocation Fund and FS Chiron SMid Opportunities Fund. FS Investments acquired Chiron Investment Management in March 2020. The “FS Chiron” name change reflects...

Brian Cho

Brian Cho, CFA, is a Managing Director at FS Investments where he also serves as Head of Quantitative Research for the firm’s FS Chiron Funds. Mr. Cho joined FS Investments in 2020 when the firm acquired Chiron Investment Management, where he was a Partner, Co-Portfolio Manager and Head of Quantitative Research since its launch in...

Growth tops value (again) as rates fall

There’s been no standout growth-value winner in 2021. This week’s chart looks at market leadership and emphasizes why flexibility has been important.
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