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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.

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

What does the future hold for this rapidly paced market?

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,...

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.

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.

Higher inflation: Technical, transient or structural?

Why prices rose and what it could mean for investors.
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