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Assessing a new starting point

Against an exceptionally optimistic economic outlook, we analyze previous cycles to understand what may come next for stocks.

The Caldwell Hour: Chiron 3D Report Q1 2021

Ryan Caldwell and guests reflect on the markets and economy in Q1 and what these trends may mean for the rest of the year.

FS Investments Launches New “FireSide” Podcast

FS Investments, a leading alternative investment manager, today announced the official launch of its new podcast, Fireside.

FANG–interest rate correlation turns more negative

Tech stocks have had a topsy-turvy 2021. Our chart looks at their correlation with rates, highlighting the importance of flexibility.

FS Credit REIT annual meeting and proxy vote update

The Company intends to hold the Annual Meeting in person at 201 Rouse Boulevard, Philadelphia, Pennsylvania 19112 on June 23, 2023 at 1:00 PM ET. Stockholders are being asked to: Approve a plan to elect nine board members as Directors of the Company. We encourage you to vote early to minimize the number of times...

Research Roundtable: Q2 2021 Market outlooks

Members of the Investment Research team gather to discuss their predictions for Q2 2021.

$5 trillion later, long-run GDP expectations mostly unchanged

Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.
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