Sit courtside as the Investment Research team evaluates their top picks for the most impactful market event of Q2

The Investment Research team leaves it all on the court as they share their top picks for the most impactful market event of Q2.

Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.

Marc Spilker is a Founding Member of GPS Investment Partners, LLC and an Executive Chairman of Merchant Investment Management, LLC. From 2010 to 2014, Mr. Spilker was President of Apollo Global Management and a member of the firm’s Executive Committee. In 2010, prior to joining Apollo, Mr. Spilker retired from Goldman Sachs following a 20-year...

Marc Bryant serves as Chief Legal Officer at FS Investments. In this role, he oversees all legal and compliance functions across the firm. Mr. Bryant brings deep legal expertise in the financial services industry and most recently served at Fidelity Investments in Boston as Senior Vice President, Deputy General Counsel, and Head of Asset Management...

Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.