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First take: Ukraine conflict, looming bear market

A new market update from Chief Market Strategist Troy Gayeski

Flat returns for core fixed income over five years

The Agg’s returns are flat since April 2019. Persistent inflation amid firm growth provides a challenging outlook for core fixed income.

Flexibility important as 2020 leaders become laggards

Stock market leadership YTD has been a mirror image of 2020. Our chart looks this year’s leaders and why active management remains important.

Flexibility paramount amid value-growth transition

Value stocks are showing signs of life as rates rise. This week’s chart looks at the change and suggests flexible mandates are more important than ever.

Floating above duration risk while finding yield

A new strategy note from Chief Market Strategist Troy Gayeski

Focus on inflation likely to remain following July data

Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.

For core fixed income, a difficult run gets worse

Long-duration fixed income has had a tough start to the year. This week’s chart looks at its declining monthly returns as rates have risen.

Forbes: Q&A with Franklin Square CIO

Mike Kelly, Chief Investment Officer at Franklin Square, shares his thoughts with Forbes on what’s happening in the world of business development companies today.

FourBlock workshop

On Tuesday, October 20, FS Heroes hosted FourBlock for a virtual professional development workshop. FourBlock provides professional development opportunities to veterans reentering the workforce. FourBlock veterans and FS employees engaged in a discussion about forging new career pathways. FS Heroes is an FS Employee Resource Group that serves the firm’s growing network of military service members, recruits new...
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