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Beyond the election

For the second time in only a few months, a major voting decision has delivered an unexpected result. The victory of Donald Trump in the U.S. presidential election was largely unexpected and, following the old adage that “markets don’t like uncertainty,” may cause a global spike in volatility.

BLOOMBERG GO: Michael Forman on M&A and Brexit Loan Risk

As a guest on today's Bloomberg GO, Franklin Square CEO Michael Forman offered his views on the Microsoft/LinkedIn deal, the potential impact of a Brexit and the middle market lending environment.

Bloomberg Surveillance: FS on 2017 interest rates

As guest host on Bloomberg Surveillance, FS Investments economist Lara Rhame shared her perspectives on how 2017 may shape up for the economy and interest rates.

Bloomberg TV: FS Economist Talks Fed Rate Hike Path

“Fed watching is the new reality show,” observed Lara Rhame, Senior Economist from FS Investments, in her interview on Bloomberg to discuss the prospects of an interest rate hike.

Bloomberg TV: FS on Fed’s move

Investors are in a desert of yield while the Fed faces a tidal wave of easy monetary policy from abroad. Watch Lara Rhame, FS Investments senior economist, talking about what moves by the Fed could mean for investors.

Bloomberg TV: FS on U.S. Retail Sales

Lara Rhame, FS Investments senior economist, spoke on “Bloomberg Daybreak: Americas” to discuss U.S. economic data as retail sales came in lower than expected in the face of rising wholesale prices.

Bloomberg: FS on the Upside Surprise in Retail Spending

Lara Rhame, FS Investments senior economist, spoke on “Bloomberg Daybreak: Americas” and Bloomberg Markets AM to discuss retail sales, consumer spending and economic growth expectations.

Bond and loan performance during periods of rising rates

Investment grade bonds versus high yield bonds and senior secured loans

Bond market signals caution as equities steadily rise

Correlation between stock returns and bond yields has declined considerably. See what this could mean for forward-looking returns.

Bond returns soar this year, but income falls further

Bond returns soar as income falls in this week’s chart. See where this good news/bad news scenario leaves income-oriented investors.
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