Our research team offers guideposts for equity investors.

The Fed liftoff took place as market drivers compete. This week’s chart looks at two as investors manage through an uncertain environment.

January’s volatility spilled into February with most major asset classes posting another monthly decline. Continuing concerns over inflation, interest rate volatility and the impending Fed tightening cycle weighed on markets to start the month before focus shifted squarely to geopolitical tensions.

Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.

PHILADELPHIA, March 7, 2022 – FS Global Credit Opportunities Fund (“FSGCO” or the “Fund”), a closed-end fund investing in non-traditional credit opportunities including event-driven credit, special situations and private capital structure solutions, announced its intention to list its common stock on the New York Stock Exchange (“NYSE”) prior to the end of the third quarter,...

Chief U.S. Economist Lara Rhame reflects on Q1 so far.

Treasury yields see significant daily swings. This week’s chart looks at what they could be saying about the forward-looking investment environment.