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Cashing in: Utilizing free cash flow for equity valuation

With traditional measures of equity valuations near historic highs, we introduce free cash flow as an alternative basis for valuation.

Strong economic growth or low rates? Both can’t be right.

Treasury rates remain notably disconnected from economic growth expectations. Our chart looks at the divide, why portfolio flexibility remains key.

Leaders Series: Michael Forman and KKR’s Dan Pietrzak talk BDCs

FS Investments CEO Michael Forman and KKR Co-President and Chief Investment Officer, Daniel Pietrzak reflect on the recent merger of FSK and FSKR to create one of the largest BDCs in the market.

The Caldwell Hour: Inflation, interest rates and international affairs

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

Energy market commentary: August 2021

Green hydrogen may be a long way off, but could be the wild card in decarbonization.
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