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Small talk: The case for SMIDs

We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.

Consumers expect an inflation spike. Economists? Not so much

Consumers’ inflation expectations are about double economists’. We break down the divide, noting that volatility could escalate amid uncertainty.

FS/KKR Advisor Announces Shareholder Approval of Merger of FS KKR Capital Corp. and FS KKR Capital Corp. II

PHILADELPHIA and NEW YORK – May 24, 2021 – FS/KKR Advisor, LLC (FS/KKR), a partnership between FS Investments and KKR Credit Advisors (US), today announced that the shareholders of each of FS KKR Capital Corp. (NYSE: FSK) and FS KKR Capital Corp. II (NYSE: FSKR), two publicly traded business development companies (“BDCs”) advised by FS/KKR,...

Economy going at the speed of light – what could go wrong?

What does the future hold for this rapidly paced market?

Despite rate pause, the Barclays Agg remains underwater

The Barclays Agg remains in negative territory YTD despite a kinder rate environment. We compare core fixed income returns in 2020 and 2021.

Credit market commentary: May 2021

Markets traded sideways for much of the month as inflation concerns and cryptocurrency market volatility weighed on sentiment.

Energy market commentary: May 2021

The energy sector showed strong performance as inflation and oil prices rose.
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