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Research roundtable: Q2 2023 outlooks

In this episode of FireSide, the Investment Research team takes stock of Q1’s performance and offers their outlooks for Q2.

Stocks trapped in (an expensive) trading range?

Stocks have spent the last year range-bound. This week’s chart looks at the challenges they may face moving materially higher.

Q1 2023 3D Report: You can run for a long time, but sooner or later…

Zero interest rates and quantitative easing have long provided seemingly interminable tailwinds. But 2022 and Q1 2023 prove we're now in a cut-down phase.

Head to Head: A conversation with Chief U.S. Economist Lara Rhame

Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Lara Rhame, Chief U.S. Economist at FS Investments.

Credit performed well after previous Fed pauses

With the Fed potentially pausing after a May rate hike, this week’s chart looks at credit returns after historical pauses in Fed rate hiking cycles.

FS Thrive x Exos: Preparing for Draft Day with Brent Callaway

We chat with Brent Callaway from FS Thrive partner Exos to learn how elite athletes combine movement, nutrition, recovery and mindfulness to build a foundation of sustainable high performance and prepare for life’s biggest moments like the NFL Combine and beyond.

Well, it’s May 1, you know what you have to do…sell risk and embrace democratized Alts!

A new strategy note from Chief Market Strategist Troy Gayeski

Charted territory: Anatomy of a CRE correction

The Investment Research team shares their view on today’s commercial real estate landscape.

2023 has seen an extraordinarily concentrated rally

Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.

3D Report: Q1 2023 recap—You can run for a long time, but sooner or later…

Ryan Caldwell and Lara Rhame review the Q1 2023 3D Report.
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