Creating efficient access to private markets The evergreen label is broadly applied to funds that are perpetually offered and allow investors to purchase or redeem shares on a periodic basis — typically monthly or quarterly (Figure 1). Evergreen fund assets under management are estimated to be over $400 billion today.1 The emergence of evergreen funds over the last several...

On Tuesday, March 23, 2021, we hosted a virtual open house for FS employees to learn more about our Employee Resource Groups (ERGs). Our growing, employee-led network of ERGs focuses on building a more diverse, welcoming and inclusive organization. Attendees learned about each group’s mission, current goals and opportunities to get involved. Our Employee Resource...

Falling yields, a perfect storm of policy uncertainty and the looming economic slowdown mean investors should prepare for higher volatility.

What reflation is, how it has historically been manifested, and what it means for today’s equity markets.

Options markets suggest investors shouldn’t forget about defensive investments.

What will returns from a diversified portfolio of stocks look like going forward?

The end of 2018 may not have been a temporary rough patch for traditional equity investments, but the beginning of what could be a more extended period of challenged profits and heightened volatility.