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FireSide: Q3 Research roundup—Navigating market optimism

Our experts dive into their outlooks for macro and markets in the third quarter.

Corey Hamlin

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...

Q3 2024 Commercial real estate outlook: All dressed up

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.

U.S. middle market optimism outshines the world

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

Troy Gayeski on Fox Business: Too good to be true?

Chief Market Strategist Troy Gayeski joined Fox Business to discuss why investor concerns that markets appear “too good to be true” are a suboptimal reason to hold on to cash.

Private asset-based finance

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...
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