Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.

We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.

Overly optimistic? Our chart highlights stocks’ recovery vs. falling yields and oil prices – and what this could mean for investors.

Michael F. Gerber is the Chief Corporate Affairs Officer at FS Investments and serves as a member of the firm’s Executive Committee.  Based in FS’s headquarters in Philadelphia, Mr. Gerber oversees Corporate Communications and Investor Relations, Government Affairs and Public Policy, Diversity, Equity, and Inclusion, the FS Foundation and FS’s corporate brand. Prior to joining...

Enrico Gaglioti serves as Co-President of FS Investments where he shares oversight of firm strategy and leads the distribution, operations and technology functions. Mr. Gaglioti has over 25 years of experience in the financial services industry, including product and business development, capital markets and investment management. Most recently, he was the Co-Founder and CEO of...

Lara is Chief U.S. Economist and Managing Director on the Investment Research team at FS Investments, where she analyzes developments in the global and U.S. economy and financial markets. Her fresh take on macroeconomic issues helps to inform and develop the firm’s long-term views on the economy, investment trends and issues facing investors. Lara is committed...

Rialto Capital Management, directly and through certain affiliates (collectively referred to as Rialto), is a real estate investment and asset management company that invests and manages assets throughout the capital structure in real estate loans, properties and securities. Highlights As of 12/31/2023 Represents information for Rialto Capital. The term “Rialto Capital“ refers to the Rialto...