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Q2 2024 Research roundup—Adjusting to the old normal

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Manage episode 411720923 series 2899874
Content provided by FS Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

103 episodes

Artwork
iconShare
 
Manage episode 411720923 series 2899874
Content provided by FS Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

103 episodes

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