In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. 

Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today’s environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  

The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights 

<Related insights>
Follow the value, not the herd: The new private markets imperative
Q4 U.S. economic outlook: Artificial intelligence, real economic impact
U.S. exceptionalism at a crossroads 

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In this episode of the Private Markets Outlook series, we sit down with Scott Giardina, Managing Director and Head of Trading for Future Standard’s Global Credit Team, for an in-depth look at the current state of private credit.

Scott joins Research team members Alan Flannigan and Andrew Korz to discuss the benefit of specialization in private credit, why lender protections matter more than ever and what it means for investors.

The Private Markets Outlook podcast series from Future Standard features portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.

<Related insights>
Follow the value, not the herd: The new private markets imperative
Q4 U.S. economic outlook: Artificial intelligence, real economic impact
U.S. exceptionalism at a crossroads

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

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Join the Investment Research Associate Alan Flanigan and Head of Public Policy Jason Cole for a status update on tariffs, trade and taxes. The team analyzes the post-Liberation Day path forward and what it means for investors. Jason and Alan provide expert analysis of the latest developments out of Washington D.C. and the implications for markets and the economy. 

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*Disclaimer: Our hearts continue to go out to those impacted by the ongoing crisis in the Ukraine. This episode was recorded on 3/3/22 and reflects the views on the events as they stood at that time. 

As the end of the first quarter quickly approaches, Investment Research Director Kara O’Halloran and Chief U.S. Economist Lara Rhame analyze the key trends and events that have impacted markets both domestic and internationally. They cover the unfortunate crisis that continues to unfold in the Ukraine, Lara’s predictions around U.S. growth this year, thoughts on impending rate hikes and the state of the yield curve. 

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How can advisors accurately serve a client when they don’t fully understand their most valuable asset?  In this episode, Head of Field Strategy Kyle Simpson sits down with Jason Early and Mike Gola from BizEquity, a leading business valuation software company. The group discusses what BizEquity is doing to revolutionize the space, what drives them each day, and success stories from the field. Learn more at www.fsthrive.com and www.bizequity.com.

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Investment Research Director Kara O’Halloran sits down with Chief U.S. Economist Lara Rhame to discuss the Russian invasion of Ukraine on February 24, 2022. The two discuss economic impacts, both domestic and globally, potential moves by the Fed and the ECB, and Lara’s initial hunch on what this could mean for the longer-term economy as we continue a trend toward deglobalization. While uncertainty continues to linger, Lara maintains the view that the U.S. economy remains on solid footing. 

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In this episode, Investment Research Director Kara O’Halloran sits down with resident digital asset specialist, Dan Wilk, Client Portfolio Manager for FS Investments. The two discuss the evolution of Bitcoin from a “dark web currency” to an institutional-grade store-of-value asset, how blockchain is a form of ledger-based accounting, and the importance of considering crypto’s various sub-sectors. Wilk reflects on his first dip in the crypto pond back in 2014 and his excitement for the future of the asset class in the alternative investment industry.

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Will commercial real estate’s momentum continue in the new year? Investment Research Directors Kara O’Halloran and Andrew Korz talk CRE in 2022 and tackle the topics of inflation, interest rates, and offices in a post-COVID world. 

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2021 saw favorable conditions in the credit market. Will this continue in the new year? In this episode, Kara O’Halloran, Director, Investment Research and Rob Hoffman, Head of Investment Research, explore the potential impacts to credit markets in 2022. Plus, hear Rob’s take on the best opportunity in credit right now (hint: it’s CLO’s). 

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In this episode, Kara O’Halloran, Director, Investment Research and Lara Rhame, Chief U.S. Economist sit down to talk through Lara’s top 10 macroeconomic calls for 2022, such as where she sees inflation, Fed policy and interest rates heading in the new year. 

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In this episode, Director, Investment Research, Andrew Korz is joined by Tal Reback, Principal at KKR and member of the Federal Reserve Board and New York Fed’s Alternative Reference Rates Committee (ARRC), to discuss all things LIBOR-transition. They cover where things stand now, what still needs to be done before year-end and what a world without LIBOR may look like. 

To learn more, visit: https://fsinvestments.com/fs-insights/libor-a-transition-unlike-any-other-podcast/

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With CPI reaching a 30-year high, inflation remains top of mind for many. In this episode, Chief U.S. Economist Lara Rhame joins Director, Investment Research, Kara O’Halloran to discuss her current inflation outlook. Plus, Liquid Alternatives Investment Specialist Beth Anne Byrne joins to offer ideas to help investors protect their portfolios from rising prices.

To learn more, visit: https://fsinvestments.com/fs-insights/inflation-whats-an-investor-to-do/

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FS Thrive is a new FireSide series exploring the aspects of a successful work environment and what it means to truly prosper at work, at home and in your community. In this episode Kyle Simpson, Director, Business Development is joined by Jennifer Mackin, CEO of Oliver Group Inc, to discuss leadership development in the post-pandemic age.

To learn more, visit: https://fsinvestments.com/fs-insights/fs-thrive-leadership-lessons-from-the-pandemic/

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In this episode, our research team examines the latest on U.S. tariff policy and how it will impact private markets.

Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they discuss the potential ramifications of tariffs on private markets. They also bring in resident expert Dan Wilk, Head of Private Equity Solutions, for his take on how tariffs will impact M&A markets, where they’ll take market sentiment and what this may mean for investors.

Resources mentioned:

Q2 2025 U.S. Economic outlook

Tariffs: Analysis and investment implications

U.S. exceptionalism: At a crossroads

Tariffs: Four essential investor questions answered

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In this episode, members of the Investment Research team including Chief U.S. Economist Lara Rhame, Managing Director, Investment Research, Rob Hoffman, Director, Investment Research, Kara O’Halloran and Director, Investment Research Andrew Korz gather to discuss their predictions for the remainder of 2021 and take a sneak peak into what’s to come in 2022. 

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Phil Orban, Managing Director at Rialto Capital Management, an integrated real estate investment and asset manager, sits down with Steve Oblack, FS Investments Executive Director and Client Portfolio Manager, to discuss the status of returning to the office, what the future of work may look like and potential impacts on commercial real estate investors. 

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In this Leaders Series episode, Managing Director, Marketing, Bernadette Bridy sits down with FS Investments CEO Michael Forman and KKR Co-President and Chief Investment Officer, Daniel Pietrzak to reflect on the recent merger of FSK and FSKR to create one of the largest BDCs in the market, what it was like working towards this goal in the middle of a global pandemic, and take a step back to look at the BDC market as a whole.  

To learn more, visit: https://fsinvestments.com/fs-insights/leaders-series-michael-forman-and-kkrs-dan-pietrzak-talk-bdcs-podcast/

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In this episode, Kara O’Halloran, Director, Investment Research, and Robert Hoffman, Managing Director, Investment Research, share their points of view on misconceptions surrounding credit markets and what these markets look like today. Kara and Robert discuss their predictions for what the rest of the year holds for credit markets. 

To learn more visit:https://fsinvestments.com/fs-insights/who-you-gonna-call-credit-myth-busters/

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CPI has risen to its highest level in over a decade, but long-term interest rates have continued to decline. In the latest episode of FireSide, Director, Investment Research, Kara O’Halloran is joined by Chief U.S. Economist, Lara Rhame, to break down this perplexing phenomenon.

To learn more, visit: https://fsinvestments.com/fs-insights/inflation-vs-interest-rates-the-great-debate/

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Chief U.S. Economist Lara Rhame, Director, Investment Research Andrew Korz and Director, Investment Research Kara O’Halloran discuss the state of the housing market, the macro backdrop that brought us here, how hot the market really is right now and Andrew tackles the question on everyone’s mind, “Is this a bubble?”  

To learn more, visit: https://fsinvestments.com/fs-insights/analyzing-the-red-hot-housing-market/

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It’s our halftime show! In this episode, members of the Investment Research team including Chief U.S. Economist Lara Rhame, Managing Director, Investment Research, Rob Hoffman, Director, Investment Research Kara O’Halloran and Director, Investment Research Andrew Korz gather to discuss their predictions for Q3 2021 and reflect on a few of their Q2 outlooks.

To learn more visit: https://fsinvestments.com/fs-insights/research-roundtable-q3-2021-market-outlooks/.

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In Part 2, Mike and Robert dive into an overview of NYDIG and what they do, institutional adoption of Bitcoin and the environmental impact of Bitcoin.

To learn more: https://fsinvestments.com/fs-insights/meet-the-cio-mike-kelly-and-nydigs-robert-gutmann-talk-bitcoin/

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In this “Meet the CIO” podcast, FS Chief Investment Officer Mike Kelly does a deep dive on the investment opportunity today with Bitcoin, with leading industry expert, NYDIG CEO Robert Gutmann. In Part 1, Mike and Robert discuss the relevance of Bitcoin today, the drivers of adoption and how to think about Bitcoin within an investment portfolio. 

To access the full transcript and learn more: https://fsinvestments.com/fs-insights/meet-the-cio-mike-kelly-and-nydigs-robert-gutmann-talk-bitcoin/

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In this episode, Chief U.S. Economist Lara Rhame and Kara O’Halloran, Director, Investment Research, discuss 5 things that could go wrong, from labor markets to policy error, as the current economy travels at the speed of light. What does the future hold for this rapidly paced market?

For more details visit: https://fsinvestments.com/fs-insights/economy-going-at-the-speed-of-light-what-could-go-wrong

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Join the Investment Research team in celebrating March’s NCAA Basketball Tournament with our annual Market Madness show. Our experts put their Sweet 16 of public and private investment strategies to the test and crown a champion in this bracket-style debate.

Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan provide expert analysis of their sixteen-team field of strategies across public and private equity, real estate and credit. 

<Related insights>
U.S. exceptionalism: At a crossroads
Anatomy of a CRE correction: The road to revival in 2025
Private markets outlook: Refilling the glass

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In this episode, Chief U.S. Economist Lara Rhame and Kara O’Halloran, Director, Investment Research, share their points of view on where they think inflation is headed, both in the near term and forward-looking. Is this another head fake? Lara and Kara discuss what may come next along with potential market impacts.

To access the full transcript click here.

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In this episode, members of the Investment Research team including Chief U.S. Economist Lara Rhame, Managing Director, Investment Research, Rob Hoffman, Director, Investment Research Kara O’Halloran and Director, Investment Research Andrew Korz gather to discuss their predictions for Q2 2021 and reflect on a few of their Q1 outlooks.

To access the full transcript click here.

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In this episode, Chief U.S. Economist Lara Rhame and Director, Investment Research Kara O’Halloran provide an overview on the volatility in treasuries and long-term interest rates.

To access the full transcript click here.

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

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2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.

To access the full transcript click here. 

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

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Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era 

Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads.

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On this special edition of The Takeaway, we’re joined by Portfolio Manager and Future Standard Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today.

Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addresses how allocators are responding to credit’s key trends. Senior Content Strategist Harrison Beck leads the conversation. 

Link to Andrew Beckman’s bio:  
https://fsinvestments.com/fs-people/andrew-beckman/

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The Trump administration is shaking up Washington with hundreds of executive orders and an aggressive push to cut government spending. But what's important for markets and what's just media fodder?

Head of Public Policy Jason Cole examines the first weeks of the Trump administration and their implications for markets. Jason joins Senior Vice President of Investment Research Andrew Korz to address the potential impact of tariffs, tax reform and regulatory changes on key strategies. 

“If I’ve got to go into my crystal ball whether or not the Trump's tax cuts are going to get extended, I think it’s going to be a debate that rages throughout the year. And advisors and investors need to be aware that there's not full tax certainty, but I think ultimately there will be a tax bill and it maybe a one- or two-year extension.”–Jason Cole

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In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and what it takes to be successful in a "relationship business." 

"This has been and always will be a relationship business. The reason clients do business with you is because of that trusted relationship. They work with you because you can deliver everything else, but they want to work with people they like and trust." - Caroline Gundeck 

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds.

Troy joins Content Strategist Harrison Beck to examine what new policies and continuing trends may mean for investors and allocators. He addresses valuation disparities between listed and private equities, corporate deal flow and bank consolidation, and how middle market private equity may offer compelling opportunities for GARP (growth at a reasonable price). 
 
“We're always trying to look at the pros and cons of election outcomes, just like we look at the pros and cons for any investment opportunity. So far, the pros outweigh the cons.”–Troy A. Gayeski

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives

Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts, and key strategies including commercial real estate lending, corporate private credit and liquid multi-strategy.

“The more things change, the more they stay the same. And if you think about use cases for alternatives, one of the most profound continues to be as a substitute or complement to fixed income exposure. And that's going to be with us for quite some time.”–Troy A. Gayeski

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As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape. 

Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and commercial real estate in 2025. 

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What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. 

The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.  

Related:

Follow the value, not the herd: The new private markets imperative
U.S. exceptionalism: At a crossroads

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With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile. 

John sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss practical strategies for reflection and regulation, and how these key skills can improve personal and professional performance. 

“You’re having one of those nights where it's more challenging, and something comes up where you have a conversation with your significant other and it's a challenging topic. One route is really angry, frustrated, I'm going to snap. [But] if I'm aware that I'm stressed, if I feel what's happening; taking a big breath, reframing what you're going to say and going at it in a better way: that’s a more constructive conversation.”– John Stemmerman

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Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change.

Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the economy.  

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In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive career on kindness and compassion.

“Everybody has a different background as to what their upbringing was around money. And I think the sooner you can learn about the language that they are accustomed to and how they speak, if you can speak on that same level, they feel heard and understood.”–Jackie Larson

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Going for growth: Middle market private equity secondaries

 Troy joins Content Strategist Harrison Beck to examine how middle market PE secondaries offer the potential for growth at a reasonable price. He addresses the potential advantages of the middle market, what makes secondaries attractive, and how middle market private equity, combined with secondaries, may help serve investor needs for growth.
 
“Middle market private equity may be the definition of growth at a reasonable price. And when we look at investor portfolios, they have very little exposure to this key area for growth going forward.” –Troy A. Gayeski

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From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor. 

In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a new client, what it means to have competition in your blood and his path from working with presidents and political consultants to helping families build wealth and plan for the future.

“I wanted to come in here and do something where at least at nights I can say, “you know what, I'm making a positive impact to someone, not just enriching my W2.” And that was really much more important to me at the beginning—just to do something that was really important. That was how I ended up getting into this business.”—Joe Brienza

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Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4.

They discuss their view on interest rates, inflation, and the labor market—and how these key macro factors could impact the investment landscape.

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We are 34 days away from election day. Join FS Investments’ Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole as they dive into the critical issues surrounding the election. While the top of the ticket gets most of the focus, control of Congress also hangs in the balance in November. 

They discuss polling data, the battleground states and the potential outcomes for the House and Senate. With an important tax debate on the horizon and heightened economic uncertainty, find out what investors need to know as we approach Election Day. Tune in for insights on the market impact, fiscal policy and the broader economic outlook.

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Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. 

Regina joins Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights from her book, Super Woman Wealth, and how she mobilizes her clients’ vision and values to help them secure their futures. 

“A friend of the family wanted to teach me about the stock market. And I said, look, I grew up poor. That’s for rich people. And he said, no, I'm going to give you a stock for a graduation gift, but you have to do the research; you have to tell me why I'm buying this. So, I did it, and he created a monster. I absolutely loved it.”–Regina McCann Hess

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Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true?

 Troy joins Content Strategist Harrison Beck to analyze the opportunity set for private credit. He addresses frequent investor questions, examines key trends and dives into the latest data on this essential asset class. 

 “You have two discrete opportunities in private credit that you wouldn't have dreamed of back then, sourcing assets directly from bank balance sheets and being able to provide short term financing vehicles for great companies.” –Troy Gayeski

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Banks are essential to the healthy functioning of the global economy, and their role in the financial system has been anything but static over time. Today, headwinds for banks and the growth of private markets point to further evolution.
 
Join Chief U.S. Economist Lara Rhame and Director of Research Andrew Korz as they dive into their recent Playbook for the great lending evolution to explore the interplay between banks and private credit today.

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What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers, Jason Landon (equity) and Rob Lawrence (credit). They join Research team members Andrew Korz and Alan Flannigan to share how major shifts in CRE are playing out on the ground. 

The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more. 

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In a new episode of Head to Head, Ken Crowley (Private Wealth Advisor and Managing Director at Rockefeller Capital Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what surfing taught him about the importance of preparation, how growing up in Central America shaped his perspective and the value that creating a diverse, multi-generational team brings to his clients.

“I like to describe our team as really a true representation of America. You've got diversity at different levels, not just generationally, but culturally. And these experiences and perspectives really give us a deep understanding of our clients and their needs.” – Ken Crowley

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How can you achieve sustainable high performance in your work? Stefan Underwood, Senior Vice President of Methodology at Exos, has supported the performance goals of pro athletes, elite military operators and leaders at Fortune 100 organizations.

Stefan sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss how to attract top talent by cultivating performance, the current revolution in women’s performance and how his team understands and achieves flow state. 
 
 “The analogy that I give is, does water running over stone make a change? No. But when it consistently does for a long time, it carves canyons. And so, to be a trickle of water, I used to tell athletes that, intensity is king, but consistency rules.”–Stefan Underwood 

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