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2023: Galactic Mean Reversion to stay, but better opportunities ahead 

A new strategy note from Chief Market Strategist Troy Gayeski

Macro matters: The Fed is from Mars, markets are from Venus

This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.

Our economist answers our top 3 questions for 2023

FireSide Host Kara O’Halloran sits down with Chief U.S. Economist Lara Rhame to preview her 10 for ’23 chartbook and discuss her predictions for the markets and economy in 2023.

Stock-bond correlation could remain elevated in 2023

As inflation moderates to a still-elevated level, this week's chart looks at stock-bond correlations across different inflation environments.

FS Credit Opportunities Corp. (FSCO) Declares Distributions for January 2023

PHILADELPHIA, Dec. 15, 2022 – The Board of Directors of FS Credit Opportunities Corp. (the Fund) (NYSE: FSCO) announced today the monthly distribution for January 2023. The January distribution will be paid on January 31, 2023 at $0.04945 per share. Further information on the distribution is summarized in the charts below. The Fund has more than $2 billion in AUM and invests in event-driven...

5 for ’23: Equity markets

After a tough 2022, the outlook for 2023 is still dominated by inflation and policy–and corporate earnings could be the next shoe to drop.

5 for ’23: Commercial real estate

Learn which 5 key themes we’ll be watching in commercial real estate in 2023 through our new chartbook.
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