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FANG–interest rate correlation turns more negative

Tech stocks have had a topsy-turvy 2021. Our chart looks at their correlation with rates, highlighting the importance of flexibility.

FS Credit REIT annual meeting and proxy vote update

The Company intends to hold the Annual Meeting in person at 201 Rouse Boulevard, Philadelphia, Pennsylvania 19112 on June 23, 2023 at 1:00 PM ET. Stockholders are being asked to: Approve a plan to elect nine board members as Directors of the Company. We encourage you to vote early to minimize the number of times...

Research Roundtable: Q2 2021 Market outlooks

Members of the Investment Research team gather to discuss their predictions for Q2 2021.

$5 trillion later, long-run GDP expectations mostly unchanged

Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.

Credit market commentary: March 2021

Interest rate volatility continued to weigh on markets for much of the month.

Energy market commentary: March 2021

Energy finished off a stellar Q1 as midstream took the lead in March.

Q2 2021: Into the starting gates

Riding on growth optimism in the broader economy, we expect to see improvement in both CRE fundamentals and transaction activity during Q2.
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