Playbook for a Fed rate hike cycle
Inflation remains the player to watch this season when considering the market environment ahead. For the first time in a generation, investors are facing sustained higher inflation. What does this mean for the economy, the market, and investors?
Navigating inflation, policy and global growth
2022 will be radically different from the prior two years and requires a different approach. Inflation skipped a generation – and has roared back. Fed policy is increasingly hawkish, threatening to short circuit healthy economic momentum. Interest rates remain stuck near historic lows. Join Lara Rhame, Chief U.S. Economist at FS Investments, and Ryan Caldwell, Chief Investment Officer, Chiron Funds at FS Investments, as they navigate this unprecedented environment for financial markets and highlight areas of opportunity.
2022 is here: Macro outlook, inflation, and market implications
Join Lara Rhame, Chief U.S. Economist at FS Investments, and Robert Hoffman, Head of Investment Research at FS Investments, as they break down the opportunities and challenges facing investors in 2022. The new year will look starkly different as the Fed embarks on a rate hike cycle, high inflation adds to uncertainty and the macroeconomic outlook continues to rapidly evolve. We will look at where the economy is headed and cover our 2022 outlook for equity, credit and real estate markets.