Showing 521–530 out of 1015 results
Energy market commentary: August 2021
Green hydrogen may be a long way off, but could be the wild card in decarbonization.
The Caldwell Hour: Inflation, interest rates and international affairs
Ryan Caldwell and guests reflect on the markets and economy and what these trends may mean for the rest of the year.
Leaders Series: Michael Forman and KKR’s Dan Pietrzak talk BDCs
FS Investments CEO Michael Forman and KKR Co-President and Chief Investment Officer, Daniel Pietrzak reflect on the recent merger of FSK and FSKR to create one of the largest BDCs in the market.
Strong economic growth or low rates? Both can’t be right.
Treasury rates remain notably disconnected from economic growth expectations. Our chart looks at the divide, why portfolio flexibility remains key.
Cashing in: Utilizing free cash flow for equity valuation
With traditional measures of equity valuations near historic highs, we introduce free cash flow as an alternative basis for valuation.
The inflation debate grows murkier still
Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.
An inconsistent truth: Interest rates and inflation can diverge
Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.
Showing 521–530 out of 1015 results