Showing 311–320 out of 1011 results
The 3D Report: Q2 2022—Mapping the economy’s rapid movement
FS Chiron Funds CIO Ryan Caldwell is joined by Chief U.S. Economist Lara Rhame to analyze the many macroeconomic uncertainties that lie ahead.
A wide disconnect between investors and the Fed
Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.
Credit market commentary: July 2022
There was a remarkable rally last month as second quarter earnings results were better than feared and markets appear unconvinced that the Fed will be able to hike rates as aggressively going forward, especially given signs of a slowing economy.
Negative productivity complicates the Fed’s path
Though CPI moderated in July, this week’s chart looks at negative productivity trends that could exaggerate wage pressures and complicate the Fed’s job.
How will higher interest rates impact CRE returns?
Investors are faced with a changing CRE landscape amid an aggressive rate hike cycle. We explore the implications of higher financing costs, and potential new strategies to capture value.
Q3 2022 CRE outlook: Mean reversion, or something more?
As a slowing economy looms, our real estate experts outline what they’re watching across each of the key sectors.
Q3 2022 Corporate credit outlook: Quality time
Join Head of Investment Research Rob Hoffman as he outlines his thoughts on areas of opportunity in credit markets for second half of 2022.
As investors seek quality, broadly syndicated loans wilt
As investors seek higher quality investments, this week’s chart looks at the loan market’s gradual move down in quality.
Q2 2022 3D Report: Low vibration to earthquake?
The current economic cycle is moving rapidly—how is an investor to respond?
Showing 311–320 out of 1011 results