2020 Outlook: 10 macro themes for the next 10 months – FS Investments – 2.26.20
Summary:
Now On Demand.
Last year will be a tough act to follow – and finding returns may be more challenging in 2020. We present our “10 for ‘20” watchlist on the economy, policy and markets.
Join us as we discuss:
How consumer spending is supporting the economy in its record expansion, and why the outlook for business investment is cloudier.
Why the Fed and the 2020 elections will keep policy uncertainty elevated.
Why equity market returns may decelerate, and how liquid alternatives may provide stability in a volatile market environment.
Speakers:
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.
Michael Zinkand, CFA Senior Portfolio Specialist, Executive Director, Fund Strategy FS Investments
Michael Zinkand is an Executive Director in the Fund Strategy group at FS Investments. Mr. Zinkand serves as a Senior Portfolio Specialist and subject matter expert for FS Investments’ current offerings. He has over 14 years of experience in investment research, investment oversight and sales support. He uses his knowledge to educate and position FS Investments’ alternative investment offerings.
Overview:
Title: 2020 Outlook: 10 macro themes for the next 10 months
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