Portfolio Strategy

Research

Name: FS Insight
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Portfolio Strategy

Research

Wall Street Whispers

What Our Clients Are Talking About Behind The Scenes

Fri June 23

Confusion Abound

After last week’s surge up in the cap-weighted S&P 500 into the quad witching that saw the index rally 3.5% to 4448, it is not surprising to see the equities...

Wed June 14

Divergences Likely to Persist

Well, it seems that the ball game is over, and the bulls have clearly won. Inflation is dead, the Fed should be easing anytime soon, the expected recession has been...

Tue June 6

Divergences May Persist

The S&P 500 continues its ongoing rally and is approaching 4300, which is its highest level since 8/17/22. The bulls off of the October low have clearly had the better...

Wed May 24

Headwinds Remain — Expect Challenging 2H23

The ongoing debt ceiling negotiations and lack of a deal between the White House and the GOP continues to dominate the overall equity markets and creates ripples with each headline...

Wall Street Whispers

Wall Street Whispers provides exclusive insight into the most recent commentary and questions posed by top institutional investors

Our Head of Global Portfolio Strategy, Brian Rauscher, summarizes the interactions and concerns of our institutional clients, whom are some of the most prestigious investors in the world. Brian provides the key questions of the week that he is being asked by the investing community along with his responses. Wall Street Whispers is a high-level look at markets through the eyes of the most informed and dynamic investors on the Street. It is your chance to hear what is keeping the pros up at night!