FireSide: A Podcast Series from FS Investments FS Investments

How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of this sector’s unique qualities.
Join Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz as they examine how the Russell 2000 falls short in mirroring the strong fundamentals and robust growth in middle market PE, and how innovative new vehicles are helping investors access its potential opportunities.

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Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy.
Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show from FS Investments. He examines where portfolios may need some spring cleaning, especially when it comes to redeploying last year’s cash allocations, and how key alternatives could play a part.

Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. 
 
Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman, and Executive Director of Research Andrew Korz for an initial dive into the private debt market, including the fundamentals of the asset class, recent trends that have fueled its growth and a discussion around the investment case for private debt today. 

In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional athletes. 


“I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywhere. It's difficult because they live in chaos. They're pulled from their families and they have to travel alone and by themselves…And unless, as an advisor, you have the time to really dedicate—and not just dedicate, you have to devote time and energy. You have to have the patience to be repetitive. Repeat the goals, repeat what it is you said just an hour ago. It helps them stay focused.”

The first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust.
Join Executive Director, Investment Research Andrew Korz and Chief U.S. Economist Lara Rhame as they examine CRE pressures, movements in equities, and the balance of challenges and optimism in their outlooks for macro and markets in Q2.