Economic update: Taxiing before takeoff – FS Investments – 3.3.21

Overview:
Title: Economic update: Taxiing before takeoff
Date: Wednesday, March 3, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. Expectations for growth later in 2021 are strong, but where is the economy right now? Our Chief U.S. Economist breaks down the state of the economy today, how policy could help and hurt, and what investors need to prepare for as interest rates rise. Discussion topics include:

  • Temporary vs. permanent disruptions and the murky outlook for the services sector
  • Do deficits even matter anymore? Why policy is pushing the boundaries
  • Why it may be time to think globally to capitalize on uneven markets

Speakers:
Lara Rhame Lara Rhame Chief U.S. Economist FS Investments

Lara Rhame is a Managing Director in the Investment Research group and serves as Chief U.S. Economist at FS Investments, where she focuses on macroeconomic financial market analysis to inform and develop the company’s long-term views on the economy, investment trends and issues facing investors.
Ryan Caldwell Ryan Caldwell Chief Investment Officer, Chiron Funds FS Investments

Ryan is Managing Director at FS Investments where he also serves as Chief Investment Officer of the firm’s Chiron funds. He joined FS Investments in 2020 when the firm acquired Chiron Investment Management, the company which he co-founded in 2015. Ryan serves as board advisor to Premier Boxing Champions and has previously served as a Director to Delta Topco Group and a board advisor to Legendary Entertainment. Ryan holds a BBA from Texas State University.
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