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Q2 2024 Research roundup—Adjusting to the old normal

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Manage episode 451494111 series 2899874
Kandungan disediakan oleh FS Investments. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh FS Investments atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.

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

For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments

  continue reading

116 episod

Artwork
iconKongsi
 
Manage episode 451494111 series 2899874
Kandungan disediakan oleh FS Investments. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh FS Investments atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.

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

For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments

  continue reading

116 episod

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