3D Report: Q2 2022—Mapping the Economy's Rapid Movement

FireSide: A Podcast Series from FS Investments

Aug 29 2022 • 59 mins

As we enter the second half of 2022, markets are moving rapidly, and macroeconomic conditions are underpinning the wide array of investment challenges. So, what’s an investor to do? In this episode, FS Chiron Funds CIO Ryan Caldwell and Chief U.S. Economist Lara Rhame explore key components of the current macroeconomic environment—from inflation and Fed policy to the underrecognized shift toward deglobalization and the impacts of capital spending. Plus, Ryan and Lara break down where the labor market may go and their outlooks for the U.S. dollar. All of this to say, today’s investors have a lot to consider.