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Q4 Research roundup: Landings are bumpy

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Manage episode 444396942 series 2899874
Innhold levert av FS Investments. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FS Investments eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

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

Kapitler

1. Coming Up... (00:00:00)

2. Introduction and welcome (00:01:14)

3. Economic Outlook and Market Performance (00:01:45)

4. Corporate Credit Insights (00:08:29)

5. Real Estate Market Dynamics (00:15:44)

6. Key Themes and Predictions for 2025 (00:18:32)

7. Conclusion and Final Thoughts (00:26:47)

116 episoder

Artwork
iconDel
 
Manage episode 444396942 series 2899874
Innhold levert av FS Investments. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FS Investments eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

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

Kapitler

1. Coming Up... (00:00:00)

2. Introduction and welcome (00:01:14)

3. Economic Outlook and Market Performance (00:01:45)

4. Corporate Credit Insights (00:08:29)

5. Real Estate Market Dynamics (00:15:44)

6. Key Themes and Predictions for 2025 (00:18:32)

7. Conclusion and Final Thoughts (00:26:47)

116 episoder

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