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The Investment Research team unpacks the risks of elevated concentration in U.S. equity markets

Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.

Brooks Lindberg serves as Portfolio Manager of the FS MVP Private Markets Fund and is a member of the firm’s management committee. Brooks joined Portfolio Advisors in 2020 and has been working in the private markets since 2000. Prior to joining Portfolio Advisors, he was a Partner at Partners Group, heading the firm’s global private client business....

Liz Campbell serves as Chief Investment Officer of Portfolio Advisors and is a member of the firm’s management committee. Liz shares oversight of firm strategy and, as CIO, oversees the firm’s investment activities across private equity, private credit, and private real estate. She joined Portfolio Advisors in 2013 and has been working in the private...

Combined company manages over $75 billion in assets and a broad suite of alternative strategies for institutional and individual investors FS MVP Private Markets Fund to bring Portfolio Advisors’ private markets platform to individual investors PHILADELPHIA and DARIEN, CT – JUNE 30, 2023 – FS Investments, a pioneer in the democratization of alternative investments, and...