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Earnings power: Equities face a challenged profit landscape

Corporate earnings have hit a snag and could inject volatility into markets going into 2020.

Solid fundamentals continue to support commercial real estate market

Our chart of the week focuses on the attractiveness of commercial real estate investments amid sound fundamentals and slowing CRE price growth.

FS/KKR Announces Shareholder Approval of Mergers of Non-Traded BDCs

FS/KKR announces shareholder approval of mergers of non-traded BDCs, combined company to be renamed FS KKR Capital Corp. II

Children’s Scholarship Fund Philadelphia’s Lottery Day

On Thursday, December 5, FS employees volunteered during Children’s Scholarship Fund Philadelphia’s Lottery Day, an annual CSFP event that brings together donors, parents and volunteers to celebrate the awarding of thousands of new scholarships to Philadelphia families in need. CSFP provides underserved families with critical scholarship funding to ensure children living in Philadelphia have access...

Chief U.S. Economist Lara Rhame’s 10 for ’20

Lara’s Top 10 watchlist for the economy, markets and investing in 2020

Energy market commentary: November 2019

Large-cap energy gained while the midstream sector sold off in November. Energy valuations appear relatively cheap heading into 2020.

Credit market commentary: November 2019

Leveraged credit rose in November, with loans outperforming HY Bonds. The duration-sensitive Barclays Agg was unable to recover from an early-month rate spike, ending down slightly on the month.

Amid a deeper contraction in global trade, could market volatility pick up?

Headlines focus on the U.S. and China, but this week’s chart shows how contraction in trade globally could challenge investors.
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