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...

Overly optimistic? Our chart highlights stocks’ recovery vs. falling yields and oil prices – and what this could mean for investors.

We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.

Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.

A good time to cut dividends? Our chart shows why investors may need to temper their total return expectations despite stocks’ recent bounce.

Markets broadly rallied in April on the back of unprecedented stimulus by Congress and the Federal Reserve. HY Bonds posted their strongest monthly performance since January 2019 while Senior Secured Loans recorded their largest one-month gain since 2009. A decline in interest rates following an early-month spike boosted the duration-sensitive Barclays Agg.

The energy sector rebounded in April along with the market. Midstream was the top performer in the energy sector, with MLPs posting a record monthly return. WTI futures went negative for the first time ever amid an unprecedented demand shock brought on by COVID-19.