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The real world: A modern approach to real asset investing

Secular changes in our economy and elevated inflation demand not only a fresh look at real assets, but also a fresh definition.

Modeling the end of the Great Moderation

The past three decades exhibited slow economic growth, declining interest rates and low volatility. Now we are entering a new era.

Mike Kelly

Mike Kelly serves as Co-President and Chief Investment Officer of FS Investments. Mr. Kelly shares oversight of firm strategy and leads the investment management, product development, capital markets, due diligence and investment research functions. Mr. Kelly has extensive experience in investment management, product development and business development. Most recently, he was CEO of ORIX USA Asset...

Mike Gerber

Michael F. Gerber is the Chief Corporate Affairs Officer at FS Investments and serves as a member of the firm’s Executive Committee.  Based in FS’s headquarters in Philadelphia, Mr. Gerber oversees Corporate Communications and Investor Relations, Government Affairs and Public Policy, Diversity, Equity, and Inclusion, the FS Foundation and FS’s corporate brand. Prior to joining...

Midyear 2019: The corrosive effects of policy uncertainty

The unknowns facing our economy, along with a tight labor market and deteriorating business sentiment, are slowing growth and may amplify volatility.

Midyear 2019: Crossroads or cruisin’?

Corporate credit markets delivered solid returns until equities sank and the yield curve inverted in May. Now they appear poised to provide positive returns through year-end.

Midyear 2019: Coasting at the speed limit

Solid fundamentals supporting the CRE market are driving price growth – but at a slower pace than in years past.

FireSide LIVE: Midyear macro review

FireSide takes the stage! Chief U.S. Economist Lara Rhame and Investment Research Director Kara O’Halloran recap 2022 so far + what could lie ahead.
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