Macro update: Navigating a unique business cycle
Join FS Investments Chief U.S. Economist Lara Rhame as she discusses the economy, the path forward for rates and alternative ways to navigate markets in the coming year.
Informed optimism: The economic outlook in this unique business cycle
Join Lara Rhame, Chief U.S. Economist and Rob Hoffman, Head of Investment Research at FS Investments, as they take a look at how the asset management industry is navigating this unprecedented environment.
The 2023 Real Estate Market Outlook
While the economy faces risks of a slowdown, a strong labor market has supported consumer spending. Our presenters will evaluate risks to the economic expansion and impact of uncertain monetary policy.
The keys to the real estate market during economic uncertainty
The focus has narrowed to one overarching question: Is the U.S. going to have a recession? Growth has slowed and policy uncertainty has intensified. How will macro uncertainty impact real estate? Investors are faced with a changing real estate landscape amid an aggressive rate hike cycle. We explore the implications of higher financing costs, and potential new strategies to capture value and discuss the impact that rising rates are having on the housing market.
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.