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Deglobalization Playbook

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

Inflation to stick with us for a while longer?

This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.

Unrelenting inflation has exaggerated rate volatility

This week’s chart looks at daily yield changes on 2-year and 10-year Treasury yields as rate volatility in 2022 has dwarfed that of last year.

Team IMPACT event

PHILADELPHIA – July 13, 2022 – In collaboration with Morgan Stanley, Macquarie Asset Management and FS Investments hosted a group of Philadelphia-based collegiate athletes for a day of networking, skill-developing and career mentorship. At the event, students heard from FS and Macquarie employees who were college athletes, participated in a Predictive Index session and learned best practices for...

Q3 2022 Economic outlook: It will be a grind

The Fed is once again faced with tough choices amid waning consumer sentiment and rising inflation. We examine key indicators to help determine if and when the U.S. may enter a recession.
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