Why fears of “Global Financial Crisis Part II” are a suboptimal reason to hold on to cash

2023 Year-end strategy note

After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.

CRE property values usually decline during economic recessions. Learn what’s different this time, and how it could impact the next expansion.

Without sufficient credit, it is tough for businesses to grow, said Michael Forman, CEO of Franklin Square Capital Partners, particularly when the macroeconomic environment remains shaky. In Europe, banks, which traditionally have dominated corporate lending , are still struggling with the many non-performing loans on their balance sheets, and increased regulation imposed by Basel III is making it harder for them to extend credit.

In a conversation with Gregg Greenberg from thestreet.com, Michael Forman shares his views on economic growth, middle market lending and seeking yield in a “lower-for-longer” interest rate environment.