Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.

A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. We examine rates, Fed policy and other trends driving the housing and CRE markets.

Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.

A missing piece of many private credit allocations In the wake of the Global Financial Crisis and a wave of regional bank failures in 2023, banks continue to rein in risk-taking, exit non-core businesses and narrow their focus to core sectors and clients. Private, non-bank lenders have stepped into the void to meet the diverse...

This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.

Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.

Corey Hamlin is an Associate on the Investment Research team at FS Investments where he focuses on equity markets, data analysis, portfolio construction and macroeconomics to inform firm insights.  Prior to joining the firm, Mr. Hamlin served as a Senior Analyst of Portfolio Management on the investment management team at Lincoln Financial Group. He is a graduate...