FireSide: A Podcast Series from FS Investments

FireSide: Q2 2024 Research roundup—Adjusting to the old normal

April 10, 2024 FS Investments Episode 86
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
FireSide: A Podcast Series from FS Investments
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FireSide: A Podcast Series from FS Investments
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
Apr 10, 2024 Episode 86
FS Investments

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. 

Show Notes

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. 

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