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Sentiment and spending fight it out

Consumer sentiment and spending are telling two different stories, which could lead to differing economic outlooks.

Secondaries in first place: A compelling access point in private equity

With North American private equity (PE) AUM nearing $3.5 trillion, secondaries offer a unique entry point to the market.

Scott Higbee

Scott Higbee serves as Head of Strategic Client Development. Scott joined Portfolio Advisors in 2020 and has been working in the private markets since 2000. Prior to joining Portfolio Advisors, he was a Senior Managing Director at GoldPoint Partners where he led global capital raising for mid-market equity and credit strategies. Before that, he was...

Safe haven sell-off highlights need for non-correlated asset classes

How safe are “safe havens”? Our chart compares the trajectories of gold and 10-year Treasuries alongside equities’ rapid descent.

S&P 500 Index experienced zero moves of 1% or more in 2017

As 2017 came to a close, the S&P 500 Index continued its progress on what has been an unprecedented run.

Ryan Robertson

Ryan Robertson serves as Managing Director and Co-Head of U.S. Distribution at FS Investments, where he oversees all external and internal sales professionals across the firm’s expanding distribution platform. Mr. Robertson is responsible for the independent broker-dealer and registered investment advisor channels as well as the development and growth of the firm’s wirehouse channel. Before...

Ryan Caldwell

Ryan is Managing Director at FS Investments where he also serves as Chief Investment Officer of the firm’s Chiron funds. He joined FS Investments in 2020 when the firm acquired Chiron Investment Management, the company which he co-founded in 2015. Ryan serves as board advisor to Premier Boxing Champions and has previously served as a...

Role of investment adviser and sub-adviser

Investment adviser An investment adviser, or “fund manager,” is typically responsible for overseeing the fund’s daily operations and managing the fund’s assets while adhering to the fund’s investment objectives. The investment adviser may hire one or more sub-advisers to assist in the management of the fund and otherwise gain access to a particular area of...
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