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Virus Control May Help Europe Outperform U.S.
Stricter lockdown measures could boost short‑term performance.
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Why Be Neutral Between U.S. and Non-U.S. Stocks
Non-U.S. stocks may have a smoother recovery from the pandemic and could benefit from a weakening U.S. dollar.
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A closer look at diverging U.S. equity marketing and economic performance.
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Why diversifying across well-defined factors is likely to be key in extremely volatility.
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Bringing the Economy Back From Life Support
What kind of recession will this be? What kind of recovery will follow?
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Policymakers globally are being extra vigilant to prevent a repeat of the Global Financial Crisis.
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Keep Calm & Remain Diversified
A short- and long-term review of the Power of Diversification
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Understanding How the Economy Evolves
Help your clients stay focused on their long-term goals by showing them the business cycle and how it drives the economy and financial markets.
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A list of resources to help your conversations with clients concerned about volatility.
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No bull market lasts forever. Explore late cycle indicators and what strategies have proven successful.
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The 60/40 portfolio: not adding up like it used to
This study found that investors expect an average market return of 7.0% over the next five years.
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How the relationship between interest rates and cap rates affects the outlook for CRE equity investments.
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Tariffs and Trade: Don’t Panic
Trade war volatility has markets on edge. Here's what you need to know.
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Behavioral biases are more common than you might think. Watch these short videos to see how they show up in our everyday lives.
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FS Investments Q4 2019 Economic Outlook
Global growth is slowing, and interest rates have plunged. The U.S. economy is still in its record-setting expansion, but vulnerabilities have increased due to the corrosive impact of policy uncertainty.