Showing 1211–1220 out of 1843 results
Macro matters: Markets bear the brunt of yield curve steepening
How higher interest rates could continue to challenge public equities and bonds. Read the latest update from our research team.
Macro matters: Rethinking the interest rate outlook
Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?
Macro matters: The Fed is from Mars, markets are from Venus
This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.
Macro matters: The great global policy divergence
Stay up to date on the latest moves from major central banks across the world.
Macro matters: The other big game
Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.
Macro matters: The stock market is not the economy
Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.
Madison Murphy
Ms. Murphy is an Associate on the Investment Research team at FS Investments where she focuses on private equity markets and multi-strategy hedge fund investing. She also assists in messaging efforts across the firm’s suite of products, developing targeted communications and educational resources. Ms. Murphy holds a BBA in Finance from George Washington University and...
Showing 1211–1220 out of 1843 results