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Research Roundtable: 5 for 2022 lookback

The Investment Research team gathers to reflect on 2022.

Credit market commentary: November 2022

Markets broadly rallied once again in November on early signs inflation may be cooling and the Fed may soon slow its aggressive pace of rate hikes.

10 for ’22 Review

Chief U.S. Economist Lara Rhame looks back at her 10 for ’22 predictions and grades how accurate those forecasts were.

Opportunity for alts as sentiment turns south?

This week’s chart looks at sustained bearish market sentiment, which recently hit a milestone. Contrarian indicator or more volatility ahead?

The 3D Report: Q3 2022—Sympathy for the devil

In this episode, FS Chiron Funds CIO Ryan Caldwell and Chief U.S. Economist Lara Rhame discuss the latest news and events shaping the global investment backdrop.

5 for ’23: Corporate credit

The 5 big ideas we’ll be watching in corporate credit markets in 2023.

Chief U.S. Economist Lara Rhame’s 10 for ‘23

2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
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