Economic update: What comes after the Q3 bounce? – FS Investments – 10.15.20

Overview:

Title: Economic update: What comes after the Q3 bounce?
Date: Thursday, October 15, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

The Q3 bounce was stronger than anyone could have expected, but the economic recovery has further to go with potential headwinds proliferating. Our Chief U.S. Economist examines what to watch in the remainder of 2020, and how investors can prepare.

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, and yet risks being too cautious
  • The need to fix your fixed income as economic and financial markets converge to choke traditional fixed income gains

Speakers:

Lara Rhame Lara Rhame Chief U.S. Economist, Managing Director, Investment Research 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.

Matthew Malone, CFA Matthew Malone, CFA Managing Director, Real Estate FS Investments

Matthew D. Malone is Managing Director of Real Estate on the Investment Management team at FS Investments where he focuses on the growth and management of the firm’s real estate platform and first real estate fund, FS Credit Real Estate Income Trust.

Previously, Mr. Malone served as Head of Due Diligence at FS Investments, building the firm’s platform-wide due diligence team. Prior to joining the firm, he spent over eight years at Snyder Kearney LLC performing due diligence and research on a variety of alternative investments, including real estate investment trusts and business development companies, on behalf of independent broker-dealers and registered investment advisors. He finished his tenure at Snyder Kearney as a Partner.

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